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Mosaic Family Wealth Partners’s Amgen AMGN Stock Holding History

Mosaic Family Wealth Partners’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 		$1.08M Buy
2,977
+1,236
+71% +$423K 0.07% 206
2026
Q1 		$613K Buy
1,741
+300
+21% +$107K 0.06% 158
2025
Q4 		$472K Sell
1,441
-3
-0.2% -$952 0.05% 160
2025
Q3 		$396K Buy
1,444
+3
+0.2% +$870 0.05% 159
2025
Q2 		$402K Sell
1,441
-18
-1% -$5.1K 0.05% 150
2025
Q1 		$455K Sell
1,459
-387
-21% -$114K 0.06% 139
2024
Q4 		$481K Buy
1,846
+406
+28% +$120K 0.07% 129
2024
Q3 		$464K Buy
1,440
+29
+2% +$9.49K 0.07% 129
2024
Q2 		$441K Buy
1,411
+30
+2% +$8.81K 0.07% 125
2024
Q1 		$393K Sell
1,381
-15
-1% -$4.39K 0.06% 137
2023
Q4 		$402K Buy
1,396
+15
+1% +$4.09K 0.07% 127
2023
Q3 		$371K Hold
1,381
– – 0.07% 123
2023
Q2 		$307K Hold
1,381
– – 0.06% 139
2023
Q1 		$334K Hold
1,381
– – 0.07% 129
2022
Q4 		$363K Buy
+1,381
New +$370K 0.1% 123

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

Mosaic Family Wealth Partners's AMGN Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Amgen (AMGN) stake by 71% in Q2 2026, buying an estimated $423K and bringing the position to 2,977 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #206.

Mosaic Family Wealth Partners first reported a position in AMGN in Q4 2022 and has held it in 15 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Mosaic Family Wealth Partners held 2,977 shares of Amgen worth $1.08M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 1,236 Amgen shares in Q2 2026, an estimated $423K.
  • Amgen made up 0.07% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #206 holding.
  • Mosaic Family Wealth Partners first reported a position in Amgen in Q4 2022 and has held it in 15 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.