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Encompass Wealth Advisors’s Amgen AMGN Stock Holding History

Encompass Wealth Advisors’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 		$1.06M Hold
2,937
– – 0.32% 43
2026
Q1 		$1.03M Sell
2,937
-60
-2% -$21.4K 0.36% 43
2025
Q4 		$981K Sell
2,997
-3,010
-50% -$955K 0.33% 43
2025
Q3 		$1.7M Hold
6,007
– – 0.58% 33
2025
Q2 		$1.68M Buy
6,007
+2
+0% +$567 0.61% 31
2025
Q1 		$1.87M Sell
6,005
-15
-0.2% -$4.43K 0.76% 26
2024
Q4 		$1.57M Sell
6,020
-1,596
-21% -$474K 0.63% 29
2024
Q3 		$2.45M Sell
7,616
-4
-0.1% -$1.31K 0.61% 31
2024
Q2 		$2.38M Buy
7,620
+2,502
+49% +$735K 0.63% 29
2024
Q1 		$1.46M Sell
5,118
-918
-15% -$269K 0.39% 55
2023
Q4 		$1.74M Sell
6,036
-9
-0.1% -$2.45K 0.52% 37
2023
Q3 		$1.62M Sell
6,045
-418
-6% -$104K 0.54% 39
2023
Q2 		$1.44M Sell
6,463
-10
-0.2% -$2.32K 0.47% 42
2023
Q1 		$1.56M Buy
6,473
+165
+3% +$40.5K 0.53% 38
2022
Q4 		$1.66M Sell
6,308
-50
-0.8% -$13.4K 0.6% 34
2022
Q3 		$1.43M Sell
6,358
-156
-2% -$37.8K 0.55% 39
2022
Q2 		$1.58M Sell
6,514
-44
-0.7% -$10.8K 0.56% 37
2022
Q1 		$1.59M Hold
6,558
– – 0.4% 44
2021
Q4 		$1.48M Buy
6,558
+3
+0% +$633 0.36% 52
2021
Q3 		$1.39M Sell
6,555
-3,993
-38% -$919K 0.36% 51
2021
Q2 		$2.57M Hold
10,548
– – 0.63% 36
2021
Q1 		$2.61M Buy
10,548
+44
+0.4% +$10.5K 0.67% 34
2020
Q4 		$2.42M Buy
+10,504
New +$2.42M 1.39% 15

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Encompass Wealth Advisors's AMGN Position: Q2 2026 in Review

Encompass Wealth Advisors held its Amgen (AMGN) position steady in Q2 2026 at 2,937 shares worth $1.06M. The position accounts for 0.32% of the portfolio, ranked #43.

Encompass Wealth Advisors first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.61M in Q1 2021. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Encompass Wealth Advisors held 2,937 shares of Amgen worth $1.06M as of Q2 2026.
  • Encompass Wealth Advisors left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.32% of Encompass Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Encompass Wealth Advisors first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Amgen position peaked at $2.61M in Q1 2021.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.