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JPL Wealth Management’s Amgen AMGN Stock Holding History

JPL 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 		$3.49M Sell
9,650
-66
-0.7% -$22.6K 0.69% 52
2026
Q1 		$3.42M Sell
9,716
-3
-0% -$1.07K 0.79% 50
2025
Q4 		$3.18M Sell
9,719
-529
-5% -$168K 0.77% 54
2025
Q3 		$2.89M Buy
10,248
+107
+1% +$31K 0.69% 61
2025
Q2 		$2.83M Buy
10,141
+86
+0.9% +$24.4K 0.76% 59
2025
Q1 		$3.13M Buy
10,055
+138
+1% +$40.8K 0.89% 53
2024
Q4 		$2.58M Buy
+9,917
New +$2.94M 0.74% 61
2024
Q2 		$2.16M Buy
6,907
+687
+11% +$202K 1.06% 44
2024
Q1 		$1.77M Buy
6,220
+1,209
+24% +$354K 0.98% 51
2023
Q4 		$1.44M Buy
+5,011
New +$1.37M 1.04% 47

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 $3.38T AUM 44.17% 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

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

JPL Wealth Management reduced its Amgen (AMGN) stake by 0.68% in Q2 2026, selling an estimated $22.6K and leaving 9,650 shares worth $3.49M. The position accounts for 0.69% of the portfolio, ranked #52.

JPL Wealth Management first reported a position in AMGN in Q4 2023 and has held it in 10 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • JPL Wealth Management held 9,650 shares of Amgen worth $3.49M as of Q2 2026.
  • JPL Wealth Management sold 66 Amgen shares in Q2 2026, an estimated $22.6K.
  • Amgen made up 0.69% of JPL Wealth Management's portfolio in Q2 2026, its #52 holding.
  • JPL Wealth Management first reported a position in Amgen in Q4 2023 and has held it in 10 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.