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Measured Wealth Private Client Group’s Amgen AMGN Stock Holding History

Measured Wealth Private Client 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 		$318K Sell
879
-26
-3% -$8.9K 0.08% 147
2026
Q1 		$318K Hold
905
– – 0.09% 136
2025
Q4 		$296K Hold
905
– – 0.08% 144
2025
Q3 		$255K Hold
905
– – 0.07% 152
2025
Q2 		$253K Hold
905
– – 0.08% 155
2025
Q1 		$282K Sell
905
-4
-0.4% -$1.18K 0.09% 137
2024
Q4 		$237K Buy
909
+8
+0.9% +$2.37K 0.08% 157
2024
Q3 		$290K Sell
901
-314
-26% -$103K 0.1% 140
2024
Q2 		$380K Buy
1,215
+4
+0.3% +$1.18K 0.13% 122
2024
Q1 		$344K Buy
1,211
+34
+3% +$9.95K 0.12% 129
2023
Q4 		$339K Hold
1,177
– – 0.12% 119
2023
Q3 		$316K Sell
1,177
-49
-4% -$12.2K 0.13% 118
2023
Q2 		$272K Buy
1,226
+36
+3% +$8.35K 0.1% 146
2023
Q1 		$288K Sell
1,190
-7
-0.6% -$1.72K 0.11% 141
2022
Q4 		$314K Hold
1,197
– – 0.13% 111
2022
Q3 		$270K Sell
1,197
-122
-9% -$29.6K 0.12% 113
2022
Q2 		$321K Sell
1,319
-89
-6% -$21.8K 0.14% 111
2022
Q1 		$341K Sell
1,408
-829
-37% -$190K 0.13% 100
2021
Q4 		$503K Buy
2,237
+4
+0.2% +$844 0.18% 75
2021
Q3 		$475K Sell
2,233
-160
-7% -$36.8K 0.18% 74
2021
Q2 		$583K Buy
2,393
+511
+27% +$126K 0.19% 73
2021
Q1 		$468K Buy
1,882
+442
+31% +$105K 0.17% 73
2020
Q4 		$331K Buy
1,440
+67
+5% +$15.4K 0.14% 89
2020
Q3 		$349K Buy
1,373
+397
+41% +$98.4K 0.17% 78
2020
Q2 		$230K Buy
+976
New +$223K 0.13% 97
2019
Q3 		– Sell
-1,200
Closed -$221K – 139
2019
Q2 		$221K Sell
1,200
-62
-5% -$11.1K 0.13% 167
2019
Q1 		$240K Buy
+1,262
New +$241K 0.15% 152
2018
Q4 		– Sell
-1,340
Closed -$278K – 130
2018
Q3 		$278K Buy
1,340
+8
+0.6% +$1.58K 0.17% 118
2018
Q2 		$245K Buy
+1,332
New +$236K 0.2% 121

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

Measured Wealth Private Client Group's AMGN Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Amgen (AMGN) stake by 2.9% in Q2 2026, selling an estimated $8.9K and leaving 879 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #147.

Measured Wealth Private Client Group first reported a position in AMGN in Q2 2018 and has held it in 29 quarters since. The position peaked at $583K in Q2 2021. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Measured Wealth Private Client Group held 879 shares of Amgen worth $318K as of Q2 2026.
  • Measured Wealth Private Client Group sold 26 Amgen shares in Q2 2026, an estimated $8.9K.
  • Amgen made up 0.08% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #147 holding.
  • Measured Wealth Private Client Group first reported a position in Amgen in Q2 2018 and has held it in 29 quarters since.
  • Measured Wealth Private Client Group's Amgen position peaked at $583K in Q2 2021.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.