McCarter Private Wealth Services’s Amgen AMGN Stock Holding History

McCarter Private Wealth Services’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	–	Sell	-636	Closed	-$224K	–	183
2026 Q1	$224K	Buy	+636	New	+$227K	0.1%	162

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

McCarter Private Wealth Services's AMGN Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of Amgen (AMGN) in Q2 2026, closing a stake of 636 shares — an estimated $224K sold.

McCarter Private Wealth Services first reported a position in AMGN in Q1 2026 and held it in 1 quarter. The position peaked at $224K in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

McCarter Private Wealth Services reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
McCarter Private Wealth Services sold 636 Amgen shares in Q2 2026, an estimated $224K.
McCarter Private Wealth Services first reported a position in Amgen in Q1 2026 and held it in 1 quarter.
McCarter Private Wealth Services's Amgen position peaked at $224K in Q1 2026.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.