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LJI Wealth Management’s Amgen AMGN Stock Holding History

LJI Wealth Management’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 		$313K Buy
+865
New +$296K 0.04% 157
2025
Q3 		– Sell
-824
Closed -$230K – 186
2025
Q2 		$230K Hold
824
– – 0.04% 165
2025
Q1 		$257K Hold
824
– – 0.05% 150
2024
Q4 		$215K Sell
824
-19
-2% -$5.64K 0.04% 166
2024
Q3 		$272K Sell
843
-58
-6% -$19K 0.06% 159
2024
Q2 		$282K Hold
901
– – 0.06% 149
2024
Q1 		$256K Hold
901
– – 0.07% 125
2023
Q4 		$260K Sell
901
-174
-16% -$47.4K 0.07% 141
2023
Q3 		$289K Buy
+1,075
New +$268K 0.08% 128
2023
Q2 		– Sell
-861
Closed -$208K – 181
2023
Q1 		$208K Buy
861
+74
+9% +$18.2K 0.07% 146
2022
Q4 		$207K Buy
+787
New +$211K 0.07% 135

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

LJI Wealth Management's AMGN Position: Q2 2026 in Review

LJI Wealth Management opened a new position in Amgen (AMGN) in Q2 2026: 865 shares worth $313K. The stake represents 0.04% of the portfolio and ranks #157 among its holdings. This is a return to the name: LJI Wealth Management previously reported a position in AMGN as recently as Q2 2025.

LJI Wealth Management first reported a position in AMGN in Q4 2022 and has held it in 11 quarters since. 3,160 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • LJI Wealth Management held 865 shares of Amgen worth $313K as of Q2 2026.
  • Amgen was a new LJI Wealth Management position in Q2 2026.
  • Amgen made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #157 holding.
  • LJI Wealth Management first reported a position in Amgen in Q4 2022 and has held it in 11 quarters since.
  • 3,160 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.