Great Waters Wealth Management’s Amgen AMGN Stock Holding History

Great Waters Wealth Management’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	$329K	Buy	909 +3	+0.3%	+$1.03K	0.03%	101
2026 Q1	$319K	Hold	906	–	–	0.03%	89
2025 Q4	$297K	Hold	906	–	–	0.03%	91
2025 Q3	$256K	Hold	906	–	–	0.03%	96
2025 Q2	$253K	Hold	906	–	–	0.03%	89
2025 Q1	$282K	Hold	906	–	–	0.04%	79
2024 Q4	$236K	Hold	906	–	–	0.03%	93
2024 Q3	$292K	Hold	906	–	–	0.04%	88
2024 Q2	$283K	Hold	906	–	–	0.04%	84
2024 Q1	$258K	Buy	906 +104	+13%	+$30.4K	0.04%	83
2023 Q4	$241K	Hold	802	–	–	0.04%	78
2023 Q3	$215K	Buy	+802	New	+$200K	0.04%	83
2023 Q1	–	Sell	-802	Closed	-$206K	–	85
2022 Q4	$206K	Buy	+802	New	+$215K	0.04%	84

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Great Waters Wealth Management's AMGN Position: Q2 2026 in Review

Great Waters Wealth Management increased its Amgen (AMGN) stake by 0.33% in Q2 2026, buying an estimated $1.03K and bringing the position to 909 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #101.

Great Waters Wealth Management first reported a position in AMGN in Q4 2022 and has held it in 13 quarters since. 3,146 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Great Waters Wealth Management held 909 shares of Amgen worth $329K as of Q2 2026.
Great Waters Wealth Management bought 3 Amgen shares in Q2 2026, an estimated $1.03K.
Amgen made up 0.03% of Great Waters Wealth Management's portfolio in Q2 2026, its #101 holding.
Great Waters Wealth Management first reported a position in Amgen in Q4 2022 and has held it in 13 quarters since.
3,146 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.