Gutierrez Wealth Advisory’s Amgen AMGN Stock Holding History

Gutierrez Wealth Advisory’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	$541K	Buy	1,494 +16	+1%	+$5.48K	0.31%	37
2026 Q1	$520K	Buy	1,478 +49	+3%	+$17.5K	0.32%	35
2025 Q4	$468K	Buy	1,429 +20	+1%	+$6.34K	0.29%	37
2025 Q3	$398K	Sell	1,409 -14	-1%	-$4.06K	0.25%	38
2025 Q2	$397K	Sell	1,423 -58	-4%	-$16.4K	0.27%	37
2025 Q1	$461K	Buy	1,481 +262	+21%	+$77.4K	0.37%	24
2024 Q4	$318K	Buy	+1,219	New	+$362K	0.26%	33

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

Gutierrez Wealth Advisory's AMGN Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Amgen (AMGN) stake by 1.1% in Q2 2026, buying an estimated $5.48K and bringing the position to 1,494 shares worth $541K. The position accounts for 0.31% of the portfolio, ranked #37.

Gutierrez Wealth Advisory first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Gutierrez Wealth Advisory held 1,494 shares of Amgen worth $541K as of Q2 2026.
Gutierrez Wealth Advisory bought 16 Amgen shares in Q2 2026, an estimated $5.48K.
Amgen made up 0.31% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #37 holding.
Gutierrez Wealth Advisory first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.