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 Q3	$383K	Hold	909	–	–	0.03%	86
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Great Waters Wealth Management's AMGN Position: Q3 2026 in Review

Great Waters Wealth Management held its Amgen (AMGN) position steady in Q3 2026 at 909 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #86.

Great Waters Wealth Management first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. 394 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

Great Waters Wealth Management held 909 shares of Amgen worth $383K as of Q3 2026.
Great Waters Wealth Management left its Amgen share count unchanged in Q3 2026.
Amgen made up 0.03% of Great Waters Wealth Management's portfolio in Q3 2026, its #86 holding.
Great Waters Wealth Management first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
394 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.