IWA
AMGN icon

IVC Wealth Advisors’s Amgen AMGN Stock Holding History

IVC Wealth Advisors’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 		$560K Sell
1,547
-13
-0.8% -$4.45K 0.22% 84
2026
Q1 		$549K Buy
1,560
+61
+4% +$21.7K 0.24% 81
2025
Q4 		$491K Buy
1,499
+11
+0.7% +$3.49K 0.21% 88
2025
Q3 		$420K Buy
1,488
+43
+3% +$12.5K 0.19% 102
2025
Q2 		$404K Buy
1,445
+310
+27% +$87.8K 0.2% 96
2025
Q1 		$353K Buy
1,135
+294
+35% +$86.8K 0.19% 106
2024
Q4 		$219K Sell
841
-402
-32% -$119K 0.12% 145
2024
Q3 		$401K Sell
1,243
-149
-11% -$48.7K 0.22% 95
2024
Q2 		$435K Sell
1,392
-81
-5% -$23.8K 0.24% 90
2024
Q1 		$419K Sell
1,473
-17
-1% -$4.97K 0.24% 96
2023
Q4 		$429K Sell
1,490
-74
-5% -$20.2K 0.27% 86
2023
Q3 		$420K Buy
1,564
+23
+1% +$5.74K 0.28% 89
2023
Q2 		$342K Buy
1,541
+13
+0.9% +$3.02K 0.22% 103
2023
Q1 		$369K Sell
1,528
-1
-0.1% -$245 0.26% 90
2022
Q4 		$401K Sell
1,529
-6
-0.4% -$1.61K 0.3% 86
2022
Q3 		$346K Sell
1,535
-1
-0.1% -$242 0.28% 91
2022
Q2 		$374K Buy
1,536
+12
+0.8% +$2.94K 0.29% 85
2022
Q1 		$369K Sell
1,524
-30
-2% -$6.89K 0.24% 99
2021
Q4 		$350K Buy
1,554
+111
+8% +$23.4K 0.23% 102
2021
Q3 		$307K Sell
1,443
-249
-15% -$57.3K 0.21% 105
2021
Q2 		$412K Buy
1,692
+2
+0.1% +$492 0.29% 85
2021
Q1 		$421K Buy
1,690
+1
+0.1% +$239 0.33% 83
2020
Q4 		$388K Buy
+1,689
New +$389K 0.37% 73

Other funds holding AMGN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

IVC Wealth Advisors's AMGN Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Amgen (AMGN) stake by 0.83% in Q2 2026, selling an estimated $4.45K and leaving 1,547 shares worth $560K. The position accounts for 0.22% of the portfolio, ranked #84.

IVC Wealth Advisors first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. 577 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • IVC Wealth Advisors held 1,547 shares of Amgen worth $560K as of Q2 2026.
  • IVC Wealth Advisors sold 13 Amgen shares in Q2 2026, an estimated $4.45K.
  • Amgen made up 0.22% of IVC Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • IVC Wealth Advisors first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
  • 577 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.