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Lifeworks Advisors’s Amgen AMGN Stock Holding History

Lifeworks 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 		$652K Sell
1,801
-571
-24% -$195K 0.07% 178
2026
Q1 		$835K Sell
2,372
-39
-2% -$13.9K 0.11% 140
2025
Q4 		$789K Sell
2,411
-299
-11% -$94.8K 0.1% 161
2025
Q3 		$765K Sell
2,710
-260
-9% -$75.4K 0.1% 163
2025
Q2 		$829K Sell
2,970
-3,562
-55% -$1.01M 0.12% 144
2025
Q1 		$2.04M Sell
6,532
-16,173
-71% -$4.78M 0.34% 78
2024
Q4 		$5.92M Buy
22,705
+3,974
+21% +$1.18M 1.07% 23
2024
Q3 		$6.04M Sell
18,731
-168
-0.9% -$55K 1.19% 22
2024
Q2 		$5.91M Buy
18,899
+1,747
+10% +$513K 1.64% 14
2024
Q1 		$4.88M Buy
17,152
+2,134
+14% +$624K 1.36% 19
2023
Q4 		$4.33M Sell
15,018
-544
-3% -$148K 1.49% 17
2023
Q3 		$4.18M Buy
15,562
+1,279
+9% +$319K 1.63% 14
2023
Q2 		$3.17M Buy
14,283
+2,720
+24% +$631K 1.35% 21
2023
Q1 		$2.8M Sell
11,563
-542
-4% -$133K 1.32% 23
2022
Q4 		$3.18M Buy
12,105
+387
+3% +$104K 1.79% 17
2022
Q3 		$3.17M Buy
11,718
+212
+2% +$51.4K 1.8% 16
2022
Q2 		$2.8M Buy
11,506
+846
+8% +$207K 1.77% 16
2022
Q1 		$2.58M Buy
10,660
+5,126
+93% +$1.18M 1.7% 15
2021
Q4 		$1.25M Buy
+5,534
New +$1.17M 0.99% 34

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

Lifeworks Advisors's AMGN Position: Q2 2026 in Review

Lifeworks Advisors reduced its Amgen (AMGN) stake by 24% in Q2 2026, selling an estimated $195K and leaving 1,801 shares worth $652K. The position accounts for 0.07% of the portfolio, ranked #178.

Lifeworks Advisors first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.04M in Q3 2024. 3,153 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Lifeworks Advisors held 1,801 shares of Amgen worth $652K as of Q2 2026.
  • Lifeworks Advisors sold 571 Amgen shares in Q2 2026, an estimated $195K.
  • Amgen made up 0.07% of Lifeworks Advisors's portfolio in Q2 2026, its #178 holding.
  • Lifeworks Advisors first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's Amgen position peaked at $6.04M in Q3 2024.
  • 3,153 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.