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Consilium Wealth Advisory’s Amgen AMGN Stock Holding History

Consilium Wealth Advisory’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 		$415K Sell
1,145
-3,136
-73% -$1.07M 0.12% 80
2026
Q1 		$1.51M Buy
4,281
+315
+8% +$112K 0.51% 36
2025
Q4 		$1.3M Sell
3,966
-5
-0.1% -$1.59K 0.48% 36
2025
Q3 		$1.12M Buy
3,971
+7
+0.2% +$2.03K 0.43% 38
2025
Q2 		$1.11M Sell
3,964
-809
-17% -$229K 0.47% 37
2025
Q1 		$1.49M Buy
4,773
+1,203
+34% +$355K 0.75% 30
2024
Q4 		$931K Sell
3,570
-1,443
-29% -$428K 0.44% 42
2024
Q3 		$1.62M Buy
5,013
+1,179
+31% +$386K 0.88% 26
2024
Q2 		$1.2M Sell
3,834
-205
-5% -$60.2K 0.65% 32
2024
Q1 		$1.15M Buy
4,039
+574
+17% +$168K 0.65% 33
2023
Q4 		$998K Buy
3,465
+1,553
+81% +$423K 0.6% 32
2023
Q3 		$514K Hold
1,912
– – 0.36% 52
2023
Q2 		$425K Hold
1,912
– – 0.29% 60
2023
Q1 		$462K Hold
1,912
– – 0.39% 50
2022
Q4 		$502K Hold
1,912
– – 0.43% 49
2022
Q3 		$431K Sell
1,912
-34
-2% -$8.24K 0.48% 49
2022
Q2 		$473K Hold
1,946
– – 0.51% 51
2022
Q1 		$471K Buy
1,946
+7
+0.4% +$1.61K 0.34% 59
2021
Q4 		$436K Buy
+1,939
New +$409K 0.28% 66

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

Consilium Wealth Advisory's AMGN Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its Amgen (AMGN) stake by 73% in Q2 2026, selling an estimated $1.07M and leaving 1,145 shares worth $415K. The position accounts for 0.12% of the portfolio, ranked #80.

Consilium Wealth Advisory first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.62M in Q3 2024. 3,158 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Consilium Wealth Advisory held 1,145 shares of Amgen worth $415K as of Q2 2026.
  • Consilium Wealth Advisory sold 3,136 Amgen shares in Q2 2026, an estimated $1.07M.
  • Amgen made up 0.12% of Consilium Wealth Advisory's portfolio in Q2 2026, its #80 holding.
  • Consilium Wealth Advisory first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • Consilium Wealth Advisory's Amgen position peaked at $1.62M in Q3 2024.
  • 3,158 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.