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Evergreen Private Wealth’s Amgen AMGN Stock Holding History

Evergreen Private Wealth’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 		$284K Hold
785
– – 0.11% 60
2026
Q1 		$276K Hold
785
– – 0.11% 57
2025
Q4 		$257K Buy
785
+30
+4% +$9.52K 0.1% 61
2025
Q3 		$213K Hold
755
– – 0.09% 65
2025
Q2 		$211K Sell
755
-25
-3% -$7.08K 0.09% 64
2025
Q1 		$243K Hold
780
– – 0.11% 62
2024
Q4 		$203K Hold
780
– – 0.1% 66
2024
Q3 		$251K Sell
780
-1
-0.1% -$327 0.12% 62
2024
Q2 		$244K Hold
781
– – 0.12% 64
2024
Q1 		$222K Hold
781
– – 0.11% 68
2023
Q4 		$225K Buy
+781
New +$213K 0.12% 63

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

Evergreen Private Wealth's AMGN Position: Q2 2026 in Review

Evergreen Private Wealth held its Amgen (AMGN) position steady in Q2 2026 at 785 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #60.

Evergreen Private Wealth first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. 3,146 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Evergreen Private Wealth held 785 shares of Amgen worth $284K as of Q2 2026.
  • Evergreen Private Wealth left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.11% of Evergreen Private Wealth's portfolio in Q2 2026, its #60 holding.
  • Evergreen Private Wealth first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.