MWM
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Modern Wealth Management’s Amgen AMGN Stock Holding History

Modern 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 		$2.8M Buy
10,149
+4,426
+77% +$1.52M 0.03% 340
2026
Q1 		$2.02M Buy
5,723
+192
+3% +$68.4K 0.03% 305
2025
Q4 		$1.81M Buy
5,531
+795
+17% +$252K 0.03% 310
2025
Q3 		$1.34M Sell
4,736
-215
-4% -$62.4K 0.03% 335
2025
Q2 		$1.38M Buy
4,951
+1,534
+45% +$435K 0.03% 315
2025
Q1 		$1.06M Buy
3,417
+990
+41% +$292K 0.03% 295
2024
Q4 		$633K Buy
2,427
+717
+42% +$213K 0.02% 324
2024
Q3 		$551K Buy
1,710
+128
+8% +$41.9K 0.03% 241
2024
Q2 		$494K Buy
+1,582
New +$465K 0.04% 226

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 $3.38T AUM 44.17% 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

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

Modern Wealth Management increased its Amgen (AMGN) stake by 77% in Q2 2026, buying an estimated $1.52M and bringing the position to 10,149 shares worth $2.8M. The position accounts for 0.03% of the portfolio, ranked #340.

Modern Wealth Management first reported a position in AMGN in Q2 2024 and has held it in 9 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Modern Wealth Management held 10,149 shares of Amgen worth $2.8M as of Q2 2026.
  • Modern Wealth Management bought 4,426 Amgen shares in Q2 2026, an estimated $1.52M.
  • Amgen made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #340 holding.
  • Modern Wealth Management first reported a position in Amgen in Q2 2024 and has held it in 9 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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