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 Q3	$2.1M	Buy	4,971 +7	+0.1%	+$2.79K	0.82%	41
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evergreen Wealth Management's AMGN Position: Q3 2026 in Review

Evergreen Wealth Management increased its Amgen (AMGN) stake by 0.14% in Q3 2026, buying an estimated $2.79K and bringing the position to 4,971 shares worth $2.1M. The position accounts for 0.82% of the portfolio, ranked #41.

Evergreen Wealth Management first reported a position in AMGN in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.64M in Q1 2025. 2,649 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

Evergreen Wealth Management held 4,971 shares of Amgen worth $2.1M as of Q3 2026.
Evergreen Wealth Management bought 7 Amgen shares in Q3 2026, an estimated $2.79K.
Amgen made up 0.82% of Evergreen Wealth Management's portfolio in Q3 2026, its #41 holding.
Evergreen Wealth Management first reported a position in Amgen in Q3 2023 and has held it in 13 quarters since.
Evergreen Wealth Management's Amgen position peaked at $2.64M in Q1 2025.
2,649 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Evergreen Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.