EWA
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EverSource Wealth Advisors’s Amgen AMGN Stock Holding History

EverSource Wealth 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 		$6.33M Sell
17,477
-2,209
-11% -$756K 0.21% 98
2026
Q1 		$6.93M Buy
19,686
+131
+0.7% +$46.7K 0.21% 82
2025
Q4 		$6.4M Buy
19,555
+423
+2% +$134K 0.24% 85
2025
Q3 		$5.4M Sell
19,132
-2,936
-13% -$851K 0.21% 98
2025
Q2 		$6.16M Sell
22,068
-8,479
-28% -$2.4M 0.28% 84
2025
Q1 		$9.52M Buy
30,547
+1,484
+5% +$438K 0.52% 48
2024
Q4 		$7.57M Sell
29,063
-408
-1% -$121K 0.43% 57
2024
Q3 		$9.5M Sell
29,471
-49
-0.2% -$16K 0.6% 39
2024
Q2 		$9.81M Buy
29,520
+374
+1% +$110K 0.65% 38
2024
Q1 		$7.98M Buy
29,146
+2,542
+10% +$744K 0.63% 40
2023
Q4 		$7.66M Sell
26,604
-220
-0.8% -$59.9K 0.7% 31
2023
Q3 		$7.21M Buy
26,824
+1,786
+7% +$446K 0.76% 29
2023
Q2 		$5.56M Buy
25,038
+3,068
+14% +$712K 0.61% 39
2023
Q1 		$5.31M Buy
21,970
+1,222
+6% +$300K 0.66% 34
2022
Q4 		$5.45M Buy
20,748
+18,405
+786% +$4.93M 0.83% 26
2022
Q3 		$528K Sell
2,343
-632
-21% -$153K 0.12% 165
2022
Q2 		$724K Buy
2,975
+226
+8% +$55.4K 0.19% 101
2022
Q1 		$664K Buy
2,749
+270
+11% +$62K 0.17% 118
2021
Q4 		$557K Buy
+2,479
New +$523K 0.16% 107

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

EverSource Wealth Advisors's AMGN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Amgen (AMGN) stake by 11% in Q2 2026, selling an estimated $756K and leaving 17,477 shares worth $6.33M. The position accounts for 0.21% of the portfolio, ranked #98.

EverSource Wealth Advisors first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.81M in Q2 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • EverSource Wealth Advisors held 17,477 shares of Amgen worth $6.33M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,209 Amgen shares in Q2 2026, an estimated $756K.
  • Amgen made up 0.21% of EverSource Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • EverSource Wealth Advisors first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Amgen position peaked at $9.81M in Q2 2024.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.