HWA
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Heartwood Wealth Advisors’s Amgen AMGN Stock Holding History

Heartwood Wealth Advisors’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 		$2.2M Buy
5,216
+60
+1% +$23.9K 0.17% 64
2026
Q2 		$1.87M Buy
5,156
+170
+3% +$58.2K 0.15% 69
2026
Q1 		$1.75M Sell
4,986
-253
-5% -$90.2K 0.15% 68
2025
Q4 		$1.71M Buy
5,239
+311
+6% +$98.7K 0.16% 60
2025
Q3 		$1.39M Buy
4,928
+114
+2% +$33.1K 0.13% 67
2025
Q2 		$1.34M Buy
4,814
+253
+6% +$71.7K 0.14% 64
2025
Q1 		$1.42M Buy
4,561
+700
+18% +$207K 0.16% 57
2024
Q4 		$1.01M Buy
3,861
+7
+0.2% +$2.08K 0.11% 67
2024
Q3 		$1.24M Buy
3,854
+82
+2% +$26.8K 0.14% 54
2024
Q2 		$1.18M Buy
3,772
+70
+2% +$20.6K 0.14% 52
2024
Q1 		$1.05M Sell
3,702
-89
-2% -$26K 0.13% 52
2023
Q4 		$1.09M Sell
3,791
-1
-0% -$272 0.15% 45
2023
Q3 		$1.02M Sell
3,792
-330
-8% -$82.4K 0.15% 46
2023
Q2 		$915K Buy
4,122
+663
+19% +$154K 0.13% 52
2023
Q1 		$836K Buy
3,459
+478
+16% +$117K 0.12% 57
2022
Q4 		$783K Sell
2,981
-334
-10% -$89.5K 0.12% 54
2022
Q3 		$747K Buy
3,315
+468
+16% +$113K 0.13% 52
2022
Q2 		$693K Buy
2,847
+378
+15% +$92.6K 0.11% 53
2022
Q1 		$597K Buy
2,469
+869
+54% +$200K 0.09% 65
2021
Q4 		$360K Buy
1,600
+161
+11% +$34K 0.05% 77
2021
Q3 		$306K Buy
1,439
+80
+6% +$18.4K 0.05% 80
2021
Q2 		$331K Buy
+1,359
New +$334K 0.05% 76

Other funds holding AMGN

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Heartwood Wealth Advisors's AMGN Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Amgen (AMGN) stake by 1.2% in Q3 2026, buying an estimated $23.9K and bringing the position to 5,216 shares worth $2.2M. The position accounts for 0.17% of the portfolio, ranked #64.

Heartwood Wealth Advisors first reported a position in AMGN in Q2 2021 and has held it in 22 quarters since. 107 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Heartwood Wealth Advisors held 5,216 shares of Amgen worth $2.2M as of Q3 2026.
  • Heartwood Wealth Advisors bought 60 Amgen shares in Q3 2026, an estimated $23.9K.
  • Amgen made up 0.17% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #64 holding.
  • Heartwood Wealth Advisors first reported a position in Amgen in Q2 2021 and has held it in 22 quarters since.
  • 107 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.