Encompass Wealth Advisors
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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
Q3 		$2.48M Buy
5,874
+2,937
+100% +$1.17M 0.37% 40
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Encompass Wealth Advisors's AMGN Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Amgen (AMGN) stake by 100% in Q3 2026, buying an estimated $1.17M and bringing the position to 5,874 shares worth $2.48M. The position accounts for 0.37% of the portfolio, ranked #40.

Encompass Wealth Advisors first reported a position in AMGN in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.61M in Q1 2021. 2,617 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Encompass Wealth Advisors held 5,874 shares of Amgen worth $2.48M as of Q3 2026.
  • Encompass Wealth Advisors bought 2,937 Amgen shares in Q3 2026, an estimated $1.17M.
  • Amgen made up 0.37% of Encompass Wealth Advisors's portfolio in Q3 2026, its #40 holding.
  • Encompass Wealth Advisors first reported a position in Amgen in Q4 2020 and has held it in 24 quarters since.
  • Encompass Wealth Advisors's Amgen position peaked at $2.61M in Q1 2021.
  • 2,617 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.