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Dynasty Wealth Management’s Amgen AMGN Stock Holding History

Dynasty 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 		$515K Sell
1,422
-330
-19% -$113K ﹤0.01% 255
2026
Q1 		$617K Buy
1,752
+70
+4% +$25K 0.01% 219
2025
Q4 		$550K Buy
1,682
+106
+7% +$33.6K 0.01% 233
2025
Q3 		$445K Buy
+1,576
New +$457K 0.01% 232
2025
Q1 		– Sell
-4,302
Closed -$1.12M – 249
2024
Q4 		$1.12M Sell
4,302
-442
-9% -$131K 0.02% 136
2024
Q3 		$1.53M Buy
4,744
+32
+0.7% +$10.5K 0.05% 94
2024
Q2 		$1.47M Buy
4,712
+438
+10% +$129K 0.04% 98
2024
Q1 		$1.22M Buy
+4,274
New +$1.25M 0.04% 111
2018
Q4 		– Sell
-1,619
Closed -$336K – 8
2018
Q3 		$336K Buy
+1,619
New +$319K 0.43% 58

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

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

Dynasty Wealth Management reduced its Amgen (AMGN) stake by 19% in Q2 2026, selling an estimated $113K and leaving 1,422 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Dynasty Wealth Management first reported a position in AMGN in Q3 2018 and has held it in 9 quarters since. The position peaked at $1.53M in Q3 2024. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Dynasty Wealth Management held 1,422 shares of Amgen worth $515K as of Q2 2026.
  • Dynasty Wealth Management sold 330 Amgen shares in Q2 2026, an estimated $113K.
  • Amgen made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Dynasty Wealth Management first reported a position in Amgen in Q3 2018 and has held it in 9 quarters since.
  • Dynasty Wealth Management's Amgen position peaked at $1.53M in Q3 2024.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.