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Ethos Financial Group’s Amgen AMGN Stock Holding History

Ethos Financial Group’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 		$979K Sell
2,527
-543
-18% -$186K 0.07% 231
2026
Q1 		$1.08M Buy
3,070
+463
+18% +$165K 0.08% 190
2025
Q4 		$853K Sell
2,607
-414
-14% -$131K 0.06% 216
2025
Q3 		$853K Sell
3,021
-25
-0.8% -$7.25K 0.07% 195
2025
Q2 		$850K Buy
3,046
+1,433
+89% +$406K 0.07% 188
2025
Q1 		$420K Hold
1,613
– – 0.04% 263
2024
Q4 		$420K Buy
1,613
+923
+134% +$274K 0.05% 180
2024
Q3 		$222K Sell
690
-2
-0.3% -$654 0.04% 253
2024
Q2 		$233K Sell
692
-1,904
-73% -$559K 0.04% 238
2024
Q1 		$739K Sell
2,596
-483
-16% -$141K 0.14% 100
2023
Q4 		$887K Buy
3,079
+362
+13% +$98.6K 0.19% 85
2023
Q3 		$730K Buy
2,717
+989
+57% +$247K 0.19% 74
2023
Q2 		$418K Hold
1,728
– – 0.14% 80
2023
Q1 		$418K Sell
1,728
-5
-0.3% -$1.23K 0.13% 96
2022
Q4 		$457K Buy
+1,733
New +$465K 0.15% 81

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 $3.38T AUM 44.17% 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

Ethos Financial Group's AMGN Position: Q2 2026 in Review

Ethos Financial Group reduced its Amgen (AMGN) stake by 18% in Q2 2026, selling an estimated $186K and leaving 2,527 shares worth $979K. The position accounts for 0.07% of the portfolio, ranked #231.

Ethos Financial Group first reported a position in AMGN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q1 2026. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Ethos Financial Group held 2,527 shares of Amgen worth $979K as of Q2 2026.
  • Ethos Financial Group sold 543 Amgen shares in Q2 2026, an estimated $186K.
  • Amgen made up 0.07% of Ethos Financial Group's portfolio in Q2 2026, its #231 holding.
  • Ethos Financial Group first reported a position in Amgen in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Amgen position peaked at $1.08M in Q1 2026.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.