Evergreen Wealth Management’s Amgen AMGN Stock Holding History

Evergreen 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	$1.8M	Buy	4,964 +96	+2%	+$32.9K	0.84%	38
2026 Q1	$1.71M	Sell	4,868 -1,004	-17%	-$358K	0.88%	35
2025 Q4	$1.92M	Buy	5,872 +85	+1%	+$27K	0.97%	34
2025 Q3	$1.63M	Sell	5,787 -825	-12%	-$239K	0.86%	35
2025 Q2	$1.85M	Sell	6,612 -1,852	-22%	-$525K	1.04%	31
2025 Q1	$2.64M	Buy	8,464 +3,592	+74%	+$1.06M	1.57%	23
2024 Q4	$1.27M	Sell	4,872 -29	-0.6%	-$8.6K	0.75%	42
2024 Q3	$1.58M	Buy	4,901 +9	+0.2%	+$2.94K	0.95%	35
2024 Q2	$1.53M	Hold	4,892	–	–	1.01%	32
2024 Q1	$1.39M	Hold	4,892	–	–	0.94%	39
2023 Q4	$1.41M	Buy	4,892 +84	+2%	+$22.9K	1.04%	36
2023 Q3	$1.29M	Buy	+4,808	New	+$1.2M	1.02%	37

Other funds holding AMGN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Evergreen Wealth Management increased its Amgen (AMGN) stake by 2% in Q2 2026, buying an estimated $32.9K and bringing the position to 4,964 shares worth $1.8M. The position accounts for 0.84% of the portfolio, ranked #38.

Evergreen Wealth Management first reported a position in AMGN in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.64M in Q1 2025. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Evergreen Wealth Management held 4,964 shares of Amgen worth $1.8M as of Q2 2026.
Evergreen Wealth Management bought 96 Amgen shares in Q2 2026, an estimated $32.9K.
Amgen made up 0.84% of Evergreen Wealth Management's portfolio in Q2 2026, its #38 holding.
Evergreen Wealth Management first reported a position in Amgen in Q3 2023 and has held it in 12 quarters since.
Evergreen Wealth Management's Amgen position peaked at $2.64M in Q1 2025.
1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.