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Legacy Edge Advisors’s Amgen AMGN Stock Holding History

Legacy Edge Advisors’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 		$519K Sell
1,434
-38
-3% -$13K 0.05% 138
2026
Q1 		$518K Sell
1,472
-64
-4% -$22.8K 0.05% 135
2025
Q4 		$503K Sell
1,536
-94
-6% -$29.8K 0.06% 129
2025
Q3 		$460K Buy
1,630
+12
+0.7% +$3.48K 0.05% 134
2025
Q2 		$452K Buy
1,618
+100
+7% +$28.3K 0.06% 129
2025
Q1 		$473K Sell
1,518
-98
-6% -$28.9K 0.07% 108
2024
Q4 		$419K Buy
1,616
+22
+1% +$6.53K 0.07% 117
2024
Q3 		$514K Sell
1,594
-28
-2% -$9.16K 0.08% 107
2024
Q2 		$507K Buy
1,622
+142
+10% +$41.7K 0.09% 102
2024
Q1 		$421K Sell
1,480
-58
-4% -$17K 0.09% 103
2023
Q4 		$443K Buy
+1,538
New +$419K 0.1% 98

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

Legacy Edge Advisors's AMGN Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Amgen (AMGN) stake by 2.6% in Q2 2026, selling an estimated $13K and leaving 1,434 shares worth $519K. The position accounts for 0.05% of the portfolio, ranked #138.

Legacy Edge Advisors first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. 3,163 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Legacy Edge Advisors held 1,434 shares of Amgen worth $519K as of Q2 2026.
  • Legacy Edge Advisors sold 38 Amgen shares in Q2 2026, an estimated $13K.
  • Amgen made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #138 holding.
  • Legacy Edge Advisors first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
  • 3,163 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.