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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
Q2 		$285K Buy
787
+11
+1% +$3.77K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Consilio Wealth Advisors's AMGN Position: Q2 2026 in Review

Consilio Wealth Advisors increased its Amgen (AMGN) stake by 1.4% in Q2 2026, buying an estimated $3.77K and bringing the position to 787 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #86.

Consilio Wealth Advisors first reported a position in AMGN in Q2 2024 and has held it in 8 quarters since. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Consilio Wealth Advisors held 787 shares of Amgen worth $285K as of Q2 2026.
  • Consilio Wealth Advisors bought 11 Amgen shares in Q2 2026, an estimated $3.77K.
  • Amgen made up 0.07% of Consilio Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Consilio Wealth Advisors first reported a position in Amgen in Q2 2024 and has held it in 8 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.