Legacy Capital Wealth Partners’s Amgen AMGN Stock Holding History

Legacy Capital Wealth Partners’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	$541K	Buy	1,494 +12	+0.8%	+$4.11K	0.1%	186
2026 Q1	$521K	Sell	1,482 -64	-4%	-$22.8K	0.11%	199
2025 Q4	$506K	Sell	1,546 -71	-4%	-$22.5K	0.11%	200
2025 Q3	$456K	Sell	1,617 -19	-1%	-$5.51K	0.1%	220
2025 Q2	$457K	Sell	1,636 -1,160	-41%	-$329K	0.1%	216
2025 Q1	$871K	Sell	2,796 -246	-8%	-$72.6K	0.21%	97
2024 Q4	$793K	Sell	3,042 -533	-15%	-$158K	0.2%	101
2024 Q3	$1.15M	Sell	3,575 -25	-0.7%	-$8.18K	0.23%	91
2024 Q2	$1.12M	Sell	3,600 -6,978	-66%	-$2.05M	0.29%	66
2024 Q1	$2.58M	Buy	10,578 +7,499	+244%	+$2.19M	1.83%	17
2023 Q4	$887K	Sell	3,079 -34	-1%	-$9.26K	0.25%	90
2023 Q3	$837K	Buy	+3,113	New	+$777K	0.23%	90
2023 Q2	–	Sell	-2,829	Closed	-$684K	–	50
2023 Q1	$684K	Buy	+2,829	New	+$694K	0.19%	108

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 Wealth Partners's AMGN Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Amgen (AMGN) stake by 0.81% in Q2 2026, buying an estimated $4.11K and bringing the position to 1,494 shares worth $541K. The position accounts for 0.1% of the portfolio, ranked #186.

Legacy Capital Wealth Partners first reported a position in AMGN in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.58M in Q1 2024. 3,158 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Legacy Capital Wealth Partners held 1,494 shares of Amgen worth $541K as of Q2 2026.
Legacy Capital Wealth Partners bought 12 Amgen shares in Q2 2026, an estimated $4.11K.
Amgen made up 0.1% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #186 holding.
Legacy Capital Wealth Partners first reported a position in Amgen in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Wealth Partners's Amgen position peaked at $2.58M in Q1 2024.
3,158 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.