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Iams Wealth Management’s Amgen AMGN Stock Holding History

Iams 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 		$648K Buy
1,787
+255
+17% +$87.3K 0.2% 131
2026
Q1 		$539K Sell
1,532
-2,797
-65% -$997K 0.19% 136
2025
Q4 		$1.42M Buy
4,329
+2,590
+149% +$822K 0.51% 63
2025
Q3 		$491K Sell
1,739
-1,511
-46% -$438K 0.2% 124
2025
Q2 		$908K Sell
3,250
-5,200
-62% -$1.47M 0.42% 72
2025
Q1 		$2.63M Buy
8,450
+5,228
+162% +$1.54M 1.21% 19
2024
Q4 		$840K Buy
3,222
+685
+27% +$203K 0.38% 75
2024
Q3 		$818K Buy
2,537
+72
+3% +$23.6K 0.4% 73
2024
Q2 		$770K Sell
2,465
-1,214
-33% -$357K 0.42% 70
2024
Q1 		$1.02M Sell
3,679
-453
-11% -$133K 0.62% 57
2023
Q4 		$1.19M Sell
4,132
-1,453
-26% -$396K 0.77% 44
2023
Q3 		$1.5M Buy
+5,585
New +$1.39M 1.04% 32
2023
Q2 		– Sell
-3,774
Closed -$876K – 134
2023
Q1 		$910K Buy
3,774
+1,568
+71% +$385K 0.76% 46
2022
Q4 		$579K Buy
+2,206
New +$591K 0.59% 55

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

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

Iams Wealth Management increased its Amgen (AMGN) stake by 17% in Q2 2026, buying an estimated $87.3K and bringing the position to 1,787 shares worth $648K. The position accounts for 0.2% of the portfolio, ranked #131.

Iams Wealth Management first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.63M in Q1 2025. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Iams Wealth Management held 1,787 shares of Amgen worth $648K as of Q2 2026.
  • Iams Wealth Management bought 255 Amgen shares in Q2 2026, an estimated $87.3K.
  • Amgen made up 0.2% of Iams Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Iams Wealth Management first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's Amgen position peaked at $2.63M in Q1 2025.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.