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 Q3	$483K	Hold	1,145	–	–	0.14%	74
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Consilium Wealth Advisory's AMGN Position: Q3 2026 in Review

Consilium Wealth Advisory held its Amgen (AMGN) position steady in Q3 2026 at 1,145 shares worth $483K. The position accounts for 0.14% of the portfolio, ranked #74.

Consilium Wealth Advisory first reported a position in AMGN in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.62M in Q3 2024. 2,024 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

Consilium Wealth Advisory held 1,145 shares of Amgen worth $483K as of Q3 2026.
Consilium Wealth Advisory left its Amgen share count unchanged in Q3 2026.
Amgen made up 0.14% of Consilium Wealth Advisory's portfolio in Q3 2026, its #74 holding.
Consilium Wealth Advisory first reported a position in Amgen in Q4 2021 and has held it in 20 quarters since.
Consilium Wealth Advisory's Amgen position peaked at $1.62M in Q3 2024.
2,024 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.