Legacy Capital Group California’s Amgen AMGN Stock Holding History

Legacy Capital Group California’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	$851K	Sell	2,351 -44	-2%	-$15.1K	0.26%	113
2026 Q1	$843K	Sell	2,395 -794	-25%	-$283K	0.32%	90
2025 Q4	$1.04M	Sell	3,189 -10	-0.3%	-$3.17K	0.25%	104
2025 Q3	$903K	Buy	3,199 +19	+0.6%	+$5.51K	0.23%	118
2025 Q2	$888K	Sell	3,180 -59	-2%	-$16.7K	0.25%	106
2025 Q1	$1.01M	Sell	3,239 -24	-0.7%	-$7.09K	0.35%	58
2024 Q4	$850K	Buy	3,263 +370	+13%	+$110K	0.26%	95
2024 Q3	$932K	Sell	2,893 -164	-5%	-$53.6K	0.31%	84
2024 Q2	$955K	Buy	3,057 +33	+1%	+$9.7K	0.34%	74
2024 Q1	$860K	Sell	3,024 -83	-3%	-$24.3K	0.32%	90
2023 Q4	$895K	Sell	3,107 -9	-0.3%	-$2.45K	0.35%	77
2023 Q3	$837K	Buy	3,116 +10	+0.3%	+$2.5K	0.36%	78
2023 Q2	$690K	Buy	3,106 +87	+3%	+$20.2K	0.28%	102
2023 Q1	$730K	Buy	+3,019	New	+$741K	0.36%	84

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Capital Group California's AMGN Position: Q2 2026 in Review

Legacy Capital Group California reduced its Amgen (AMGN) stake by 1.8% in Q2 2026, selling an estimated $15.1K and leaving 2,351 shares worth $851K. The position accounts for 0.26% of the portfolio, ranked #113.

Legacy Capital Group California first reported a position in AMGN in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2025. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Legacy Capital Group California held 2,351 shares of Amgen worth $851K as of Q2 2026.
Legacy Capital Group California sold 44 Amgen shares in Q2 2026, an estimated $15.1K.
Amgen made up 0.26% of Legacy Capital Group California's portfolio in Q2 2026, its #113 holding.
Legacy Capital Group California first reported a position in Amgen in Q1 2023 and has held it in 14 quarters since.
Legacy Capital Group California's Amgen position peaked at $1.04M in Q4 2025.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.