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Legacy Wealth Management (Idaho)’s Amgen AMGN Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-195
Closed -$68.6K – 227
2026
Q1 		$68.6K Buy
195
+8
+4% +$2.85K 0.03% 227
2025
Q4 		$61.2K Buy
187
+91
+95% +$28.9K 0.03% 193
2025
Q3 		$27.1K Hold
96
– – 0.01% 238
2025
Q2 		$26.8K Sell
96
-3
-3% -$850 0.01% 212
2025
Q1 		$30.8K Sell
99
-42
-30% -$12.4K 0.02% 191
2024
Q4 		$41.4K Buy
141
+45
+47% +$13.4K 0.03% 139
2024
Q3 		$28.9K Buy
+96
New +$31.4K 0.02% 166

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

Legacy Wealth Management (Idaho)'s AMGN Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Amgen (AMGN) in Q2 2026, closing a stake of 195 shares — an estimated $68.6K sold.

Legacy Wealth Management (Idaho) first reported a position in AMGN in Q3 2024 and held it in 7 quarters. The position peaked at $68.6K in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 195 Amgen shares in Q2 2026, an estimated $68.6K.
  • Legacy Wealth Management (Idaho) first reported a position in Amgen in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Amgen position peaked at $68.6K in Q1 2026.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.