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Crestmont Private Wealth’s Amgen AMGN Stock Holding History

Crestmont Private Wealth’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 		$478K Buy
1,320
+89
+7% +$30.5K 0.13% 58
2026
Q1 		$433K Buy
1,231
+150
+14% +$53.5K 0.14% 64
2025
Q4 		$354K Buy
1,081
+57
+6% +$18.1K 0.12% 62
2025
Q3 		$289K Buy
1,024
+107
+12% +$31K 0.1% 68
2025
Q2 		$256K Buy
917
+5
+0.5% +$1.42K 0.09% 65
2025
Q1 		$284K Buy
+912
New +$269K 0.12% 57
2024
Q4 		– Sell
-982
Closed -$316K – 79
2024
Q3 		$316K Buy
982
+17
+2% +$5.56K 0.14% 54
2024
Q2 		$302K Buy
+965
New +$283K 0.15% 52

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

Crestmont Private Wealth's AMGN Position: Q2 2026 in Review

Crestmont Private Wealth increased its Amgen (AMGN) stake by 7.2% in Q2 2026, buying an estimated $30.5K and bringing the position to 1,320 shares worth $478K. The position accounts for 0.13% of the portfolio, ranked #58.

Crestmont Private Wealth first reported a position in AMGN in Q2 2024 and has held it in 8 quarters since. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Crestmont Private Wealth held 1,320 shares of Amgen worth $478K as of Q2 2026.
  • Crestmont Private Wealth bought 89 Amgen shares in Q2 2026, an estimated $30.5K.
  • Amgen made up 0.13% of Crestmont Private Wealth's portfolio in Q2 2026, its #58 holding.
  • Crestmont Private Wealth first reported a position in Amgen in Q2 2024 and has held it in 8 quarters since.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.