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Medallion Wealth Advisors’s Amgen AMGN Stock Holding History

Medallion Wealth Advisors’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 		$413K Sell
1,141
-109
-9% -$37.3K 0.13% 147
2026
Q1 		$440K Buy
1,250
+151
+14% +$53.8K 0.14% 143
2025
Q4 		$360K Sell
1,099
-73
-6% -$23.2K 0.12% 162
2025
Q3 		$331K Buy
1,172
+1
+0.1% +$290 0.12% 169
2025
Q2 		$336K Buy
1,171
+56
+5% +$15.9K 0.13% 162
2025
Q1 		$344K Buy
1,115
+35
+3% +$10.3K 0.16% 142
2024
Q4 		$302K Buy
+1,080
New +$320K 0.15% 146

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

Medallion Wealth Advisors's AMGN Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Amgen (AMGN) stake by 8.7% in Q2 2026, selling an estimated $37.3K and leaving 1,141 shares worth $413K. The position accounts for 0.13% of the portfolio, ranked #147.

Medallion Wealth Advisors first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. The position peaked at $440K in Q1 2026. 3,158 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Medallion Wealth Advisors held 1,141 shares of Amgen worth $413K as of Q2 2026.
  • Medallion Wealth Advisors sold 109 Amgen shares in Q2 2026, an estimated $37.3K.
  • Amgen made up 0.13% of Medallion Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • Medallion Wealth Advisors first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Amgen position peaked at $440K in Q1 2026.
  • 3,158 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.