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Mattern Wealth Management’s Amgen AMGN Stock Holding History

Mattern 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 		$655K Sell
1,809
-215
-11% -$73.6K 0.11% 89
2026
Q1 		$712K Sell
2,024
-55
-3% -$19.6K 0.14% 71
2025
Q4 		$680K Sell
2,079
-30
-1% -$9.52K 0.13% 74
2025
Q3 		$595K Sell
2,109
-554
-21% -$161K 0.12% 79
2025
Q2 		$744K Sell
2,663
-297
-10% -$84.1K 0.15% 72
2025
Q1 		$922K Sell
2,960
-6,270
-68% -$1.85M 0.2% 68
2024
Q4 		$2.41M Buy
9,230
+246
+3% +$73K 0.53% 37
2024
Q3 		$2.89M Sell
8,984
-430
-5% -$141K 0.64% 35
2024
Q2 		$2.94M Sell
9,414
-852
-8% -$250K 0.71% 40
2024
Q1 		$2.92M Buy
10,266
+29
+0.3% +$8.49K 0.71% 41
2023
Q4 		$2.95M Buy
10,237
+478
+5% +$130K 0.76% 34
2023
Q3 		$2.62M Buy
9,759
+1,664
+21% +$415K 0.77% 34
2023
Q2 		$1.8M Buy
8,095
+1,547
+24% +$359K 0.52% 57
2023
Q1 		$1.58M Buy
6,548
+4,162
+174% +$1.02M 0.52% 63
2022
Q4 		$627K Buy
2,386
+160
+7% +$42.9K 0.25% 93
2022
Q3 		$502K Buy
2,226
+518
+30% +$126K 0.2% 96
2022
Q2 		$416K Buy
1,708
+238
+16% +$58.3K 0.16% 104
2022
Q1 		$355K Sell
1,470
-32
-2% -$7.35K 0.12% 113
2021
Q4 		$338K Sell
1,502
-337
-18% -$71.1K 0.1% 129
2021
Q3 		$391K Sell
1,839
-171
-9% -$39.4K 0.13% 122
2021
Q2 		$498K Sell
2,010
-342
-15% -$84.1K 0.16% 113
2021
Q1 		$585K Sell
2,352
-4,120
-64% -$983K 0.21% 98
2020
Q4 		$1.49M Sell
6,472
-518
-7% -$119K 0.56% 50
2020
Q3 		$1.78M Buy
6,990
+203
+3% +$50.3K 0.76% 39
2020
Q2 		$1.6M Buy
6,787
+440
+7% +$100K 0.78% 41
2020
Q1 		$1.29M Buy
6,347
+471
+8% +$103K 0.93% 33
2019
Q4 		$1.42M Buy
+5,876
New +$1.3M 0.85% 46

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

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

Mattern Wealth Management reduced its Amgen (AMGN) stake by 11% in Q2 2026, selling an estimated $73.6K and leaving 1,809 shares worth $655K. The position accounts for 0.11% of the portfolio, ranked #89.

Mattern Wealth Management first reported a position in AMGN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.95M in Q4 2023. 3,146 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Mattern Wealth Management held 1,809 shares of Amgen worth $655K as of Q2 2026.
  • Mattern Wealth Management sold 215 Amgen shares in Q2 2026, an estimated $73.6K.
  • Amgen made up 0.11% of Mattern Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Mattern Wealth Management first reported a position in Amgen in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Amgen position peaked at $2.95M in Q4 2023.
  • 3,146 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.