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Evernest Financial Advisors’s Amgen AMGN Stock Holding History

Evernest Financial Advisors’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 		$1.33M Sell
3,684
-92
-2% -$31.5K 0.28% 56
2026
Q1 		$1.28M Buy
3,776
+172
+5% +$61.3K 0.27% 57
2025
Q4 		$1.35M Buy
3,604
+236
+7% +$74.9K 0.28% 54
2025
Q3 		$950K Buy
3,368
+49
+1% +$14.2K 0.27% 76
2025
Q2 		$927K Buy
3,319
+319
+11% +$90.4K 0.3% 71
2025
Q1 		$935K Buy
3,000
+275
+10% +$81.2K 0.34% 69
2024
Q4 		$710K Buy
2,725
+62
+2% +$18.4K 0.18% 90
2024
Q3 		$858K Buy
2,663
+99
+4% +$32.4K 0.23% 72
2024
Q2 		$801K Sell
2,564
-154
-6% -$45.2K 0.36% 62
2024
Q1 		$731K Buy
2,718
+106
+4% +$31K 0.35% 62
2023
Q4 		$752K Buy
+2,612
New +$712K 0.38% 64
2021
Q4 		$768K Buy
+2,638
New +$557K 0.4% 58

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

Evernest Financial Advisors's AMGN Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Amgen (AMGN) stake by 2.4% in Q2 2026, selling an estimated $31.5K and leaving 3,684 shares worth $1.33M. The position accounts for 0.28% of the portfolio, ranked #56.

Evernest Financial Advisors first reported a position in AMGN in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.35M in Q4 2025. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Evernest Financial Advisors held 3,684 shares of Amgen worth $1.33M as of Q2 2026.
  • Evernest Financial Advisors sold 92 Amgen shares in Q2 2026, an estimated $31.5K.
  • Amgen made up 0.28% of Evernest Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • Evernest Financial Advisors first reported a position in Amgen in Q4 2021 and has held it in 12 quarters since.
  • Evernest Financial Advisors's Amgen position peaked at $1.35M in Q4 2025.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.