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Gratus Wealth Advisors’s Amgen AMGN Stock Holding History

Gratus 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 		– Sell
-1,249
Closed -$439K – 139
2026
Q1 		$439K Sell
1,249
-140
-10% -$49.9K 0.06% 98
2025
Q4 		$455K Buy
1,389
+31
+2% +$9.83K 0.06% 95
2025
Q3 		$383K Buy
1,358
+2
+0.1% +$580 0.05% 106
2025
Q2 		$379K Sell
1,356
-9
-0.7% -$2.55K 0.06% 104
2025
Q1 		$425K Buy
1,365
+71
+5% +$21K 0.07% 97
2024
Q4 		$337K Buy
1,294
+123
+11% +$36.5K 0.05% 103
2024
Q3 		$372K Buy
1,171
+315
+37% +$103K 0.06% 102
2024
Q2 		$284K Sell
856
-1
-0.1% -$294 0.05% 113
2024
Q1 		$225K Buy
857
+91
+12% +$26.6K 0.04% 127
2023
Q4 		$221K Buy
+766
New +$209K 0.04% 126

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

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

Gratus Wealth Advisors sold out of Amgen (AMGN) in Q2 2026, closing a stake of 1,249 shares — an estimated $439K sold.

Gratus Wealth Advisors first reported a position in AMGN in Q4 2023 and held it in 10 quarters. The position peaked at $455K in Q4 2025. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Gratus Wealth Advisors reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
  • Gratus Wealth Advisors sold 1,249 Amgen shares in Q2 2026, an estimated $439K.
  • Gratus Wealth Advisors first reported a position in Amgen in Q4 2023 and held it in 10 quarters.
  • Gratus Wealth Advisors's Amgen position peaked at $455K in Q4 2025.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.