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Evolve Private Wealth’s Amgen AMGN Stock Holding History

Evolve Private Wealth’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 		$717K Sell
1,980
-3,508
-64% -$1.2M 0.04% 388
2026
Q1 		$1.93M Buy
5,488
+717
+15% +$256K 0.1% 192
2025
Q4 		$1.56M Buy
+4,771
New +$1.51M 0.09% 203

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's AMGN Position: Q2 2026 in Review

Evolve Private Wealth reduced its Amgen (AMGN) stake by 64% in Q2 2026, selling an estimated $1.2M and leaving 1,980 shares worth $717K. The position accounts for 0.04% of the portfolio, ranked #388.

Evolve Private Wealth first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q1 2026. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Evolve Private Wealth held 1,980 shares of Amgen worth $717K as of Q2 2026.
  • Evolve Private Wealth sold 3,508 Amgen shares in Q2 2026, an estimated $1.2M.
  • Amgen made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #388 holding.
  • Evolve Private Wealth first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Amgen position peaked at $1.93M in Q1 2026.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.