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Diversify Wealth Management’s Amgen AMGN Stock Holding History

Diversify Wealth Management’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 		$8.39M Buy
22,302
+817
+4% +$280K 0.14% 154
2026
Q1 		$7.26M Buy
21,485
+8,728
+68% +$3.11M 0.13% 170
2025
Q4 		$4.14M Sell
12,757
-211
-2% -$66.9K 0.19% 137
2025
Q3 		$3.84M Buy
12,968
+852
+7% +$247K 0.22% 130
2025
Q2 		$3.45M Buy
12,116
+1,743
+17% +$494K 0.21% 132
2025
Q1 		$2.99M Buy
10,373
+3,564
+52% +$1.05M 0.22% 130
2024
Q4 		$1.79M Buy
6,809
+2,162
+47% +$641K 0.14% 169
2024
Q3 		$1.46M Buy
4,647
+973
+26% +$318K 0.14% 159
2024
Q2 		$1.19M Buy
+3,674
New +$1.08M 0.15% 145

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

Diversify Wealth Management's AMGN Position: Q2 2026 in Review

Diversify Wealth Management increased its Amgen (AMGN) stake by 3.8% in Q2 2026, buying an estimated $280K and bringing the position to 22,302 shares worth $8.39M. The position accounts for 0.14% of the portfolio, ranked #154.

Diversify Wealth Management first reported a position in AMGN in Q2 2024 and has held it in 9 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Diversify Wealth Management held 22,302 shares of Amgen worth $8.39M as of Q2 2026.
  • Diversify Wealth Management bought 817 Amgen shares in Q2 2026, an estimated $280K.
  • Amgen made up 0.14% of Diversify Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Diversify Wealth Management first reported a position in Amgen in Q2 2024 and has held it in 9 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.