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Fortis Capital Advisors’s Amgen AMGN Stock Holding History

Fortis Capital 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 		$420K Buy
1,159
+382
+49% +$131K 0.05% 269
2026
Q1 		$273K Sell
777
-25
-3% -$8.91K 0.04% 313
2025
Q4 		$263K Buy
+802
New +$254K 0.04% 261
2024
Q4 		– Sell
-645
Closed -$208K – 173
2024
Q3 		$208K Buy
+645
New +$211K 0.07% 169
2023
Q1 		– Sell
-239
Closed -$62.8K – 659
2022
Q4 		$62.8K Buy
+239
New +$64.1K 0.04% 273

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

Fortis Capital Advisors's AMGN Position: Q2 2026 in Review

Fortis Capital Advisors increased its Amgen (AMGN) stake by 49% in Q2 2026, buying an estimated $131K and bringing the position to 1,159 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #269.

Fortis Capital Advisors first reported a position in AMGN in Q4 2022 and has held it in 5 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Fortis Capital Advisors held 1,159 shares of Amgen worth $420K as of Q2 2026.
  • Fortis Capital Advisors bought 382 Amgen shares in Q2 2026, an estimated $131K.
  • Amgen made up 0.05% of Fortis Capital Advisors's portfolio in Q2 2026, its #269 holding.
  • Fortis Capital Advisors first reported a position in Amgen in Q4 2022 and has held it in 5 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.