Gutierrez Wealth Advisory
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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
Q3 		$670K Buy
1,589
+95
+6% +$37.9K 0.36% 42
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Gutierrez Wealth Advisory's AMGN Position: Q3 2026 in Review

Gutierrez Wealth Advisory increased its Amgen (AMGN) stake by 6.4% in Q3 2026, buying an estimated $37.9K and bringing the position to 1,589 shares worth $670K. The position accounts for 0.36% of the portfolio, ranked #42.

Gutierrez Wealth Advisory first reported a position in AMGN in Q4 2024 and has held it in 8 quarters since. 2,024 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Gutierrez Wealth Advisory held 1,589 shares of Amgen worth $670K as of Q3 2026.
  • Gutierrez Wealth Advisory bought 95 Amgen shares in Q3 2026, an estimated $37.9K.
  • Amgen made up 0.36% of Gutierrez Wealth Advisory's portfolio in Q3 2026, its #42 holding.
  • Gutierrez Wealth Advisory first reported a position in Amgen in Q4 2024 and has held it in 8 quarters since.
  • 2,024 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q3 2026, filed 2 Nov 2026.