IAM Advisory’s Amgen AMGN Stock Holding History

IAM 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	$2.71M	Buy	7,484 +92	+1%	+$31.5K	0.53%	28
2026 Q1	$2.6M	Sell	7,392 -64	-0.9%	-$22.8K	0.58%	31
2025 Q4	$2.44M	Hold	7,456	–	–	0.54%	27
2025 Q3	$2.1M	Buy	7,456 +162	+2%	+$47K	0.47%	33
2025 Q2	$2.04M	Buy	7,294 +174	+2%	+$49.3K	0.49%	30
2025 Q1	$2.22M	Sell	7,120 -8	-0.1%	-$2.36K	0.58%	26
2024 Q4	$1.86M	Buy	7,128 +109	+2%	+$32.3K	0.47%	36
2024 Q3	$2.26M	Sell	7,019 -2	-0%	-$654	0.57%	27
2024 Q2	$2.19M	Buy	7,021 +102	+1%	+$30K	0.59%	30
2024 Q1	$1.97M	Buy	6,919 +138	+2%	+$40.4K	0.54%	32
2023 Q4	$1.95M	Buy	6,781 +167	+3%	+$45.5K	0.61%	23
2023 Q3	$1.78M	Buy	6,614 +221	+3%	+$55.2K	0.62%	20
2023 Q2	$1.42M	Buy	6,393 +399	+7%	+$92.6K	0.48%	35
2023 Q1	$1.45M	Buy	5,994 +594	+11%	+$146K	0.5%	29
2022 Q4	$1.42M	Buy	5,400 +195	+4%	+$52.3K	0.52%	25
2022 Q3	$1.17M	Buy	5,205 +407	+8%	+$98.7K	0.5%	31
2022 Q2	$1.17M	Buy	4,798 +194	+4%	+$47.5K	0.48%	30
2022 Q1	$1.11M	Buy	4,604 +167	+4%	+$38.4K	0.45%	35
2021 Q4	$1.02M	Buy	4,437 +525	+13%	+$111K	0.4%	35
2021 Q3	$809K	Buy	+3,912	New	+$900K	0.34%	49
2021 Q2	–	Sell	-3,563	Closed	-$874K	–	49
2021 Q1	$874K	Buy	3,563 +188	+6%	+$44.9K	0.38%	40
2020 Q4	$800K	Buy	+3,375	New	+$778K	0.4%	38

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 $3.38T AUM 44.17% 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

IAM Advisory's AMGN Position: Q2 2026 in Review

IAM Advisory increased its Amgen (AMGN) stake by 1.2% in Q2 2026, buying an estimated $31.5K and bringing the position to 7,484 shares worth $2.71M. The position accounts for 0.53% of the portfolio, ranked #28.

IAM Advisory first reported a position in AMGN in Q4 2020 and has held it in 22 quarters since. 3,165 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

IAM Advisory held 7,484 shares of Amgen worth $2.71M as of Q2 2026.
IAM Advisory bought 92 Amgen shares in Q2 2026, an estimated $31.5K.
Amgen made up 0.53% of IAM Advisory's portfolio in Q2 2026, its #28 holding.
IAM Advisory first reported a position in Amgen in Q4 2020 and has held it in 22 quarters since.
3,165 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.