Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$269K Sell
742
-9
-1% -$3.08K 0.03% 309
2026
Q1
$264K Sell
751
-23
-3% -$8.2K 0.03% 296
2025
Q4
$253K Sell
774
-9
-1% -$2.85K 0.03% 281
2025
Q3
$221K Sell
783
-43
-5% -$12.5K 0.03% 284
2025
Q2
$231K Buy
826
+75
+10% +$21.2K 0.03% 279
2025
Q1
$234K Sell
751
-96
-11% -$28.3K 0.03% 260
2024
Q4
$221K Sell
847
-2
-0.2% -$593 0.03% 234
2024
Q3
$274K Sell
849
-2,383
-74% -$780K 0.03% 210
2024
Q2
$1.01M Buy
+3,232
New +$949K 0.11% 102
2024
Q1
Sell
-699
Closed -$221K 243
2023
Q4
$221K Buy
+699
New +$190K 0.03% 199
2022
Q4
Sell
-872
Closed -$202K 166
2022
Q3
$202K Sell
872
-7
-0.8% -$1.7K 0.03% 159
2022
Q2
$222K Sell
879
-27
-3% -$6.62K 0.03% 165
2022
Q1
$217K Sell
906
-8
-0.9% -$1.84K 0.04% 168
2021
Q4
$202K Sell
914
-240
-21% -$50.7K 0.03% 173
2021
Q3
$245K Sell
1,154
-63
-5% -$14.5K 0.04% 175
2021
Q2
$302K Sell
1,217
-48
-4% -$11.8K 0.05% 158
2021
Q1
$303K Sell
1,265
-708
-36% -$169K 0.05% 146
2020
Q4
$454K Buy
1,973
+399
+25% +$92K 0.08% 117
2020
Q3
$402K Buy
1,574
+158
+11% +$39.1K 0.09% 92
2020
Q2
$361K Sell
1,416
-107
-7% -$24.4K 0.11% 86
2020
Q1
$301K Buy
+1,523
New +$333K 0.12% 70

Other funds holding AMGN

INVST's AMGN Position: Q2 2026 in Review

INVST reduced its Amgen (AMGN) stake by 1.2% in Q2 2026, selling an estimated $3.08K and leaving 742 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #309.

INVST first reported a position in AMGN in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.01M in Q2 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • INVST held 742 shares of Amgen worth $269K as of Q2 2026.
  • INVST sold 9 Amgen shares in Q2 2026, an estimated $3.08K.
  • Amgen made up 0.03% of INVST's portfolio in Q2 2026, its #309 holding.
  • INVST first reported a position in Amgen in Q1 2020 and has held it in 21 quarters since.
  • INVST's Amgen position peaked at $1.01M in Q2 2024.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.