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Mokosak Advisory Group’s Amgen AMGN Stock Holding History

Mokosak Advisory 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 		– Sell
-680
Closed -$239K – 39
2026
Q1 		$239K Sell
680
-64
-9% -$22.8K 0.06% 32
2025
Q4 		$243K Sell
744
-40
-5% -$12.7K 0.06% 31
2025
Q3 		$221K Sell
784
-73
-9% -$21.2K 0.06% 33
2025
Q2 		$239K Sell
857
-92
-10% -$26.1K 0.07% 33
2025
Q1 		$295K Buy
949
+7
+0.7% +$2.07K 0.09% 24
2024
Q4 		$245K Buy
942
+8
+0.9% +$2.37K 0.07% 29
2024
Q3 		$301K Buy
934
+7
+0.8% +$2.29K 0.09% 25
2024
Q2 		$290K Buy
927
+64
+7% +$18.8K 0.1% 26
2024
Q1 		$245K Buy
863
+7
+0.8% +$2.05K 0.08% 26
2023
Q4 		$247K Buy
856
+7
+0.8% +$1.91K 0.09% 25
2023
Q3 		$228K Buy
+849
New +$212K 0.09% 25
2023
Q1 		– Sell
-774
Closed -$203K – 24
2022
Q4 		$203K Buy
+774
New +$207K 0.09% 24

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

Mokosak Advisory Group's AMGN Position: Q2 2026 in Review

Mokosak Advisory Group sold out of Amgen (AMGN) in Q2 2026, closing a stake of 680 shares — an estimated $239K sold.

Mokosak Advisory Group first reported a position in AMGN in Q4 2022 and held it in 12 quarters. The position peaked at $301K in Q3 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Mokosak Advisory Group reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
  • Mokosak Advisory Group sold 680 Amgen shares in Q2 2026, an estimated $239K.
  • Mokosak Advisory Group first reported a position in Amgen in Q4 2022 and held it in 12 quarters.
  • Mokosak Advisory Group's Amgen position peaked at $301K in Q3 2024.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Mokosak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.