Long Island Wealth Management’s Amgen AMGN Stock Holding History

Long Island 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	$252K	Sell	696 -1	-0.1%	-$342	0.1%	83
2026 Q1	$245K	Buy	697 +5	+0.7%	+$1.78K	0.11%	80
2025 Q4	$226K	Buy	+692	New	+$220K	0.11%	81
2025 Q2	–	Sell	-692	Closed	-$216K	–	83
2025 Q1	$216K	Buy	+692	New	+$204K	0.13%	73
2024 Q4	–	Sell	-692	Closed	-$223K	–	73
2024 Q3	$223K	Sell	692 -3	-0.4%	-$981	0.15%	66
2024 Q2	$217K	Sell	695 -14	-2%	-$4.11K	0.15%	69
2024 Q1	$202K	Buy	709 +1	+0.1%	+$293	0.14%	71
2023 Q4	$204K	Buy	+708	New	+$193K	0.15%	73

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

Long Island Wealth Management's AMGN Position: Q2 2026 in Review

Long Island Wealth Management reduced its Amgen (AMGN) stake by 0.14% in Q2 2026, selling an estimated $342 and leaving 696 shares worth $252K. The position accounts for 0.1% of the portfolio, ranked #83.

Long Island Wealth Management first reported a position in AMGN in Q4 2023 and has held it in 8 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Long Island Wealth Management held 696 shares of Amgen worth $252K as of Q2 2026.
Long Island Wealth Management sold 1 Amgen share in Q2 2026, an estimated $342.
Amgen made up 0.1% of Long Island Wealth Management's portfolio in Q2 2026, its #83 holding.
Long Island Wealth Management first reported a position in Amgen in Q4 2023 and has held it in 8 quarters since.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.