Iams Wealth Management’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,524
Closed -$1.89M 120
2023
Q2
$1.89M Buy
+8,524
New +$1.98M 0.69% 54

Other funds holding AMGN

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. 1,372 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.
  • 1,372 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.