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Evergreen Wealth Solutions’s Amgen AMGN Stock Holding History

Evergreen Wealth Solutions’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 		$2.76M Buy
6,605
+218
+3% +$74.6K 0.14% 110
2026
Q1 		$2.25M Buy
6,387
+5,393
+543% +$1.92M 0.16% 107
2025
Q4 		$325K Buy
994
+181
+22% +$57.4K 0.05% 159
2025
Q3 		$229K Sell
813
-102
-11% -$29.6K 0.13% 109
2025
Q2 		$255K Buy
915
+249
+37% +$70.5K 0.15% 99
2025
Q1 		$207K Buy
+666
New +$197K 0.14% 102

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 Wealth Solutions's AMGN Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Amgen (AMGN) stake by 3.4% in Q2 2026, buying an estimated $74.6K and bringing the position to 6,605 shares worth $2.76M. The position accounts for 0.14% of the portfolio, ranked #110.

Evergreen Wealth Solutions first reported a position in AMGN in Q1 2025 and has held it in 6 quarters since. 3,150 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Evergreen Wealth Solutions held 6,605 shares of Amgen worth $2.76M as of Q2 2026.
  • Evergreen Wealth Solutions bought 218 Amgen shares in Q2 2026, an estimated $74.6K.
  • Amgen made up 0.14% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #110 holding.
  • Evergreen Wealth Solutions first reported a position in Amgen in Q1 2025 and has held it in 6 quarters since.
  • 3,150 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.