KWM
AMGN icon

Kassira Wealth Management’s Amgen AMGN Stock Holding History

Kassira 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 		$423K Hold
1,168
– – 0.34% 49
2026
Q1 		$411K Buy
1,168
+14
+1% +$4.99K 0.38% 48
2025
Q4 		$378K Buy
1,154
+11
+1% +$3.49K 0.36% 42
2025
Q3 		$323K Buy
+1,143
New +$331K 0.31% 45

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

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

Kassira Wealth Management held its Amgen (AMGN) position steady in Q2 2026 at 1,168 shares worth $423K. The position accounts for 0.34% of the portfolio, ranked #49.

Kassira Wealth Management first reported a position in AMGN in Q3 2025 and has held it in 4 quarters since. 3,144 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Kassira Wealth Management held 1,168 shares of Amgen worth $423K as of Q2 2026.
  • Kassira Wealth Management left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.34% of Kassira Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Kassira Wealth Management first reported a position in Amgen in Q3 2025 and has held it in 4 quarters since.
  • 3,144 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.