M3 Advisory Group’s Amgen AMGN Stock Holding History

M3 Advisory Group’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	$266K	Sell	735 -17	-2%	-$5.82K	0.14%	124
2026 Q1	$265K	Buy	752 +54	+8%	+$19.3K	0.16%	110
2025 Q4	$229K	Sell	698 -198	-22%	-$62.8K	0.14%	126
2025 Q3	$253K	Buy	896 +65	+8%	+$18.9K	0.16%	113
2025 Q2	$232K	Buy	831 +67	+9%	+$19K	0.16%	120
2025 Q1	$238K	Sell	764 -87	-10%	-$25.7K	0.19%	115
2024 Q4	$222K	Sell	851 -277	-25%	-$82.2K	0.16%	132
2024 Q3	$364K	Sell	1,128 -16	-1%	-$5.23K	0.27%	82
2024 Q2	$357K	Buy	1,144 +65	+6%	+$19.1K	0.29%	83
2024 Q1	$307K	Sell	1,079 -111	-9%	-$32.5K	0.28%	87
2023 Q4	$343K	Buy	+1,190	New	+$324K	0.4%	57

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

M3 Advisory Group's AMGN Position: Q2 2026 in Review

M3 Advisory Group reduced its Amgen (AMGN) stake by 2.3% in Q2 2026, selling an estimated $5.82K and leaving 735 shares worth $266K. The position accounts for 0.14% of the portfolio, ranked #124.

M3 Advisory Group first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. The position peaked at $364K in Q3 2024. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

M3 Advisory Group held 735 shares of Amgen worth $266K as of Q2 2026.
M3 Advisory Group sold 17 Amgen shares in Q2 2026, an estimated $5.82K.
Amgen made up 0.14% of M3 Advisory Group's portfolio in Q2 2026, its #124 holding.
M3 Advisory Group first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
M3 Advisory Group's Amgen position peaked at $364K in Q3 2024.
3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.