HNWAG
AMGN icon

High Net Worth Advisory Group’s Amgen AMGN Stock Holding History

High Net Worth Advisory Group’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 		$5.49M Buy
15,151
+61
+0.4% +$20.9K 1.17% 20
2026
Q1 		$5.31M Buy
15,090
+2
+0% +$713 1.24% 15
2025
Q4 		$4.94M Buy
15,088
+2
+0% +$634 1.14% 19
2025
Q3 		$4.26M Buy
15,086
+2
+0% +$580 1.02% 24
2025
Q2 		$4.21M Buy
15,084
+1
+0% +$283 1.12% 22
2025
Q1 		$4.7M Hold
15,083
– – 1.33% 17
2024
Q4 		$3.93M Hold
15,083
– – 1.1% 21
2024
Q3 		$4.86M Sell
15,083
-1,725
-10% -$564K 1.33% 19
2024
Q2 		$5.25M Hold
16,808
– – 1.59% 13
2024
Q1 		$4.78M Buy
16,808
+1,218
+8% +$356K 1.5% 16
2023
Q4 		$4.49M Hold
15,590
– – 1.67% 13
2023
Q3 		$4.19M Sell
15,590
-70
-0.4% -$17.5K 1.68% 13
2023
Q2 		$3.48M Sell
15,660
-71
-0.5% -$16.5K 1.35% 17
2023
Q1 		$3.8M Sell
15,731
-36
-0.2% -$8.84K 1.55% 14
2022
Q4 		$4.14M Sell
15,767
-36
-0.2% -$9.65K 1.61% 14
2022
Q3 		$3.56M Hold
15,803
– – 1.52% 12
2022
Q2 		$3.85M Buy
15,803
+920
+6% +$225K 1.6% 11
2022
Q1 		$3.6M Hold
14,883
– – 1.31% 16
2021
Q4 		$3.35M Buy
+14,883
New +$3.14M 1.17% 17

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

High Net Worth Advisory Group's AMGN Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Amgen (AMGN) stake by 0.4% in Q2 2026, buying an estimated $20.9K and bringing the position to 15,151 shares worth $5.49M. The position accounts for 1.17% of the portfolio, ranked #20.

High Net Worth Advisory Group first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. 3,148 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • High Net Worth Advisory Group held 15,151 shares of Amgen worth $5.49M as of Q2 2026.
  • High Net Worth Advisory Group bought 61 Amgen shares in Q2 2026, an estimated $20.9K.
  • Amgen made up 1.17% of High Net Worth Advisory Group's portfolio in Q2 2026, its #20 holding.
  • High Net Worth Advisory Group first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • 3,148 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.