Consilio Wealth Advisors
AMGN icon

Consilio Wealth Advisors’s Amgen AMGN Stock Holding History

Consilio Wealth Advisors’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$357K Buy
847
+60
+8% +$23.9K 0.08% 77
2026
Q2 		$285K Buy
787
+11
+1% +$3.76K 0.07% 86
2026
Q1 		$273K Buy
776
+18
+2% +$6.42K 0.08% 74
2025
Q4 		$248K Buy
758
+3
+0.4% +$952 0.07% 84
2025
Q3 		$213K Sell
755
-46
-6% -$13.3K 0.07% 92
2025
Q2 		$222K Buy
801
+70
+10% +$19.8K 0.08% 81
2025
Q1 		$228K Buy
+731
New +$216K 0.1% 62
2024
Q4 		– Sell
-723
Closed -$233K – 73
2024
Q3 		$233K Buy
723
+28
+4% +$9.16K 0.1% 60
2024
Q2 		$217K Buy
+695
New +$204K 0.1% 59

Other funds holding AMGN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Consilio Wealth Advisors's AMGN Position: Q3 2026 in Review

Consilio Wealth Advisors increased its Amgen (AMGN) stake by 7.6% in Q3 2026, buying an estimated $23.9K and bringing the position to 847 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #77.

Consilio Wealth Advisors first reported a position in AMGN in Q2 2024 and has held it in 9 quarters since. 2,911 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Consilio Wealth Advisors held 847 shares of Amgen worth $357K as of Q3 2026.
  • Consilio Wealth Advisors bought 60 Amgen shares in Q3 2026, an estimated $23.9K.
  • Amgen made up 0.08% of Consilio Wealth Advisors's portfolio in Q3 2026, its #77 holding.
  • Consilio Wealth Advisors first reported a position in Amgen in Q2 2024 and has held it in 9 quarters since.
  • 2,911 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Consilio Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.