IAG
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Investment Advisory Group’s Amgen AMGN Stock Holding History

Investment 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 		$766K Buy
2,115
+58
+3% +$19.9K 0.17% 99
2026
Q1 		$724K Buy
2,057
+4
+0.2% +$1.43K 0.18% 92
2025
Q4 		$672K Sell
2,053
-5
-0.2% -$1.59K 0.17% 95
2025
Q3 		$581K Hold
2,058
– – 0.16% 98
2025
Q2 		$575K Sell
2,058
-8
-0.4% -$2.27K 0.17% 94
2025
Q1 		$644K Buy
2,066
+25
+1% +$7.38K 0.22% 88
2024
Q4 		$532K Sell
2,041
-19
-0.9% -$5.64K 0.18% 94
2024
Q3 		$664K Buy
2,060
+19
+0.9% +$6.21K 0.23% 83
2024
Q2 		$638K Buy
2,041
+1
+0% +$294 0.25% 78
2024
Q1 		$580K Buy
2,040
+3
+0.1% +$878 0.24% 79
2023
Q4 		$587K Sell
2,037
-1
-0% -$272 0.27% 71
2023
Q3 		$548K Buy
2,038
+18
+0.9% +$4.49K 0.28% 69
2023
Q2 		$448K Hold
2,020
– – 0.23% 78
2023
Q1 		$488K Sell
2,020
-16
-0.8% -$3.93K 0.28% 74
2022
Q4 		$535K Hold
2,036
– – 0.33% 63
2022
Q3 		$459K Hold
2,036
– – 0.32% 65
2022
Q2 		$494K Hold
2,036
– – 0.34% 62
2022
Q1 		$492K Hold
2,036
– – 0.3% 70
2021
Q4 		$466K Buy
+2,036
New +$430K 0.3% 67

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

Investment Advisory Group's AMGN Position: Q2 2026 in Review

Investment Advisory Group increased its Amgen (AMGN) stake by 2.8% in Q2 2026, buying an estimated $19.9K and bringing the position to 2,115 shares worth $766K. The position accounts for 0.17% of the portfolio, ranked #99.

Investment Advisory Group first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Investment Advisory Group held 2,115 shares of Amgen worth $766K as of Q2 2026.
  • Investment Advisory Group bought 58 Amgen shares in Q2 2026, an estimated $19.9K.
  • Amgen made up 0.17% of Investment Advisory Group's portfolio in Q2 2026, its #99 holding.
  • Investment Advisory Group first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.