HWM
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HB Wealth Management’s Amgen AMGN Stock Holding History

HB 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 		$20.4M Buy
56,408
+265
+0.5% +$90.7K 0.11% 101
2026
Q1 		$19.8M Buy
56,143
+106
+0.2% +$37.8K 0.13% 90
2025
Q4 		$18.3M Buy
56,037
+1,167
+2% +$370K 0.12% 96
2025
Q3 		$15.5M Buy
54,870
+4,997
+10% +$1.45M 0.1% 104
2025
Q2 		$13.9M Sell
49,873
-3,107
-6% -$880K 0.11% 101
2025
Q1 		$16.5M Buy
52,980
+9,126
+21% +$2.69M 0.14% 87
2024
Q4 		$11.4M Buy
43,854
+1,768
+4% +$525K 0.12% 88
2024
Q3 		$13.6M Buy
42,086
+383
+0.9% +$125K 0.15% 78
2024
Q2 		$13M Buy
41,703
+1,243
+3% +$365K 0.15% 70
2024
Q1 		$11.5M Buy
40,460
+4,032
+11% +$1.18M 0.14% 75
2023
Q4 		$10.5M Sell
36,428
-1,327
-4% -$362K 0.15% 75
2023
Q3 		$10.1M Buy
37,755
+4,801
+15% +$1.2M 0.16% 69
2023
Q2 		$7.32M Buy
32,954
+2,008
+6% +$466K 0.12% 93
2023
Q1 		$7.48M Buy
30,946
+825
+3% +$203K 0.13% 84
2022
Q4 		$7.91M Buy
30,121
+3,323
+12% +$891K 0.14% 78
2022
Q3 		$6.04M Buy
26,798
+1,762
+7% +$427K 0.13% 84
2022
Q2 		$6.09M Buy
25,036
+3,234
+15% +$792K 0.12% 85
2022
Q1 		$5.27M Buy
21,802
+9,578
+78% +$2.2M 0.1% 105
2021
Q4 		$2.75M Buy
+12,224
New +$2.58M 0.06% 137

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

HB Wealth Management's AMGN Position: Q2 2026 in Review

HB Wealth Management increased its Amgen (AMGN) stake by 0.47% in Q2 2026, buying an estimated $90.7K and bringing the position to 56,408 shares worth $20.4M. The position accounts for 0.11% of the portfolio, ranked #101.

HB Wealth Management first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • HB Wealth Management held 56,408 shares of Amgen worth $20.4M as of Q2 2026.
  • HB Wealth Management bought 265 Amgen shares in Q2 2026, an estimated $90.7K.
  • Amgen made up 0.11% of HB Wealth Management's portfolio in Q2 2026, its #101 holding.
  • HB Wealth Management first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.