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Jeppson Wealth Management’s Amgen AMGN Stock Holding History

Jeppson 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 		$1.24M Sell
3,432
-4
-0.1% -$1.37K 0.37% 64
2026
Q1 		$1.21M Sell
3,436
-254
-7% -$90.5K 0.38% 63
2025
Q4 		$1.21M Buy
3,690
+4
+0.1% +$1.27K 0.38% 63
2025
Q3 		$1.04M Sell
3,686
-21
-0.6% -$6.09K 0.33% 71
2025
Q2 		$1.04M Buy
3,707
+12
+0.3% +$3.4K 0.36% 70
2025
Q1 		$1.15M Buy
3,695
+208
+6% +$61.4K 0.42% 62
2024
Q4 		$909K Buy
3,487
+812
+30% +$241K 0.33% 79
2024
Q3 		$862K Sell
2,675
-9
-0.3% -$2.94K 0.31% 80
2024
Q2 		$839K Buy
2,684
+267
+11% +$78.4K 0.32% 77
2024
Q1 		$687K Buy
2,417
+6
+0.2% +$1.76K 0.27% 90
2023
Q4 		$694K Buy
2,411
+5
+0.2% +$1.36K 0.29% 85
2023
Q3 		$647K Sell
2,406
-10
-0.4% -$2.5K 0.3% 87
2023
Q2 		$536K Sell
2,416
-216
-8% -$50.1K 0.23% 106
2023
Q1 		$636K Sell
2,632
-49
-2% -$12K 0.28% 91
2022
Q4 		$704K Hold
2,681
– – 0.3% 77
2022
Q3 		$604K Buy
2,681
+50
+2% +$12.1K 0.27% 85
2022
Q2 		$640K Buy
2,631
+546
+26% +$134K 0.28% 83
2022
Q1 		$504K Buy
2,085
+59
+3% +$13.6K 0.24% 96
2021
Q4 		$456K Buy
2,026
+808
+66% +$171K 0.22% 93
2021
Q3 		$259K Hold
1,218
– – 0.14% 127
2021
Q2 		$296K Sell
1,218
-8
-0.7% -$1.97K 0.16% 114
2021
Q1 		$305K Hold
1,226
– – 0.18% 104
2020
Q4 		$282K Buy
1,226
+140
+13% +$32.3K 0.19% 102
2020
Q3 		$276K Buy
+1,086
New +$269K 0.22% 94

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

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

Jeppson Wealth Management reduced its Amgen (AMGN) stake by 0.12% in Q2 2026, selling an estimated $1.37K and leaving 3,432 shares worth $1.24M. The position accounts for 0.37% of the portfolio, ranked #64.

Jeppson Wealth Management first reported a position in AMGN in Q3 2020 and has held it in 24 quarters since. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Jeppson Wealth Management held 3,432 shares of Amgen worth $1.24M as of Q2 2026.
  • Jeppson Wealth Management sold 4 Amgen shares in Q2 2026, an estimated $1.37K.
  • Amgen made up 0.37% of Jeppson Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Jeppson Wealth Management first reported a position in Amgen in Q3 2020 and has held it in 24 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.