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Gradient Capital Advisors’s Amgen AMGN Stock Holding History

Gradient 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 		$1.12M Buy
3,097
+1
+0% +$342 0.26% 68
2026
Q1 		$1.09M Buy
3,096
+7
+0.2% +$2.5K 0.28% 64
2025
Q4 		$1.01M Buy
3,089
+3
+0.1% +$952 0.26% 68
2025
Q3 		$871K Buy
3,086
+30
+1% +$8.7K 0.23% 73
2025
Q2 		$853K Sell
3,056
-38
-1% -$10.8K 0.25% 71
2025
Q1 		$964K Sell
3,094
-163
-5% -$48.1K 0.31% 60
2024
Q4 		$849K Sell
3,257
-320
-9% -$94.9K 0.27% 65
2024
Q3 		$1.15M Buy
3,577
+8
+0.2% +$2.62K 0.38% 56
2024
Q2 		$1.11M Buy
3,569
+9
+0.3% +$2.64K 0.4% 54
2024
Q1 		$1.01M Sell
3,560
-10
-0.3% -$2.93K 0.37% 60
2023
Q4 		$1.03M Sell
3,570
-13
-0.4% -$3.54K 0.39% 57
2023
Q3 		$963K Buy
3,583
+87
+2% +$21.7K 0.4% 53
2023
Q2 		$776K Sell
3,496
-49
-1% -$11.4K 0.31% 66
2023
Q1 		$857K Sell
3,545
-45
-1% -$11K 0.36% 63
2022
Q4 		$943K Buy
3,590
+17
+0.5% +$4.56K 0.43% 54
2022
Q3 		$805K Buy
3,573
+568
+19% +$138K 0.38% 62
2022
Q2 		$731K Buy
3,005
+1,923
+178% +$471K 0.35% 63
2022
Q1 		$262K Sell
1,082
-83
-7% -$19.1K 0.11% 105
2021
Q4 		$262K Buy
1,165
+5
+0.4% +$1.05K 0.11% 108
2021
Q3 		$247K Sell
1,160
-12
-1% -$2.76K 0.11% 106
2021
Q2 		$286K Buy
1,172
+23
+2% +$5.66K 0.13% 98
2021
Q1 		$286K Buy
1,149
+6
+0.5% +$1.43K 0.15% 95
2020
Q4 		$263K Buy
1,143
+66
+6% +$15.2K 0.15% 92
2020
Q3 		$274K Sell
1,077
-81
-7% -$20.1K 0.17% 86
2020
Q2 		$273K Buy
+1,158
New +$264K 0.18% 84
2020
Q1 		– Sell
-946
Closed -$228K – 89
2019
Q4 		$228K Buy
+946
New +$209K 0.16% 87

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

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

Gradient Capital Advisors increased its Amgen (AMGN) stake by 0.03% in Q2 2026, buying an estimated $342 and bringing the position to 3,097 shares worth $1.12M. The position accounts for 0.26% of the portfolio, ranked #68.

Gradient Capital Advisors first reported a position in AMGN in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.15M in Q3 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Gradient Capital Advisors held 3,097 shares of Amgen worth $1.12M as of Q2 2026.
  • Gradient Capital Advisors bought 1 Amgen share in Q2 2026, an estimated $342.
  • Amgen made up 0.26% of Gradient Capital Advisors's portfolio in Q2 2026, its #68 holding.
  • Gradient Capital Advisors first reported a position in Amgen in Q4 2019 and has held it in 26 quarters since.
  • Gradient Capital Advisors's Amgen position peaked at $1.15M in Q3 2024.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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