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Mount Yale Investment Advisors’s Amgen AMGN Stock Holding History

Mount Yale Investment 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 		$9.24M Buy
25,505
+4,062
+19% +$1.39M 0.17% 136
2026
Q1 		$7.54M Buy
21,443
+10,271
+92% +$3.66M 0.18% 132
2025
Q4 		$3.66M Buy
11,172
+4,945
+79% +$1.57M 0.18% 127
2025
Q3 		$1.76M Buy
6,227
+5,370
+627% +$1.56M 0.12% 180
2025
Q2 		$239K Buy
857
+113
+15% +$32K 0.02% 516
2025
Q1 		$232K Sell
744
-2,082
-74% -$615K 0.02% 487
2024
Q4 		$737K Sell
2,826
-61
-2% -$18.1K 0.06% 261
2024
Q3 		$930K Sell
2,887
-67
-2% -$21.9K 0.09% 211
2024
Q2 		$923K Sell
2,954
-2,742
-48% -$806K 0.07% 223
2024
Q1 		$1.62M Buy
5,696
+311
+6% +$91K 0.12% 157
2023
Q4 		$1.55M Buy
5,385
+1,399
+35% +$381K 0.15% 145
2023
Q3 		$1.07M Sell
3,986
-45
-1% -$11.2K 0.12% 180
2023
Q2 		$895K Buy
4,031
+503
+14% +$117K 0.09% 211
2023
Q1 		$853K Buy
3,528
+1,236
+54% +$303K 0.1% 217
2022
Q4 		$602K Sell
2,292
-271
-11% -$72.6K 0.07% 256
2022
Q3 		$578K Buy
+2,563
New +$621K 0.08% 252
2018
Q4 		– Sell
-600
Closed -$119K – 336
2018
Q3 		$119K Sell
600
-44
-7% -$8.67K 0.02% 386
2018
Q2 		$119K Sell
644
-415
-39% -$73.4K 0.02% 405
2018
Q1 		$181K Buy
+1,059
New +$194K 0.04% 306

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

Mount Yale Investment Advisors's AMGN Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Amgen (AMGN) stake by 19% in Q2 2026, buying an estimated $1.39M and bringing the position to 25,505 shares worth $9.24M. The position accounts for 0.17% of the portfolio, ranked #136.

Mount Yale Investment Advisors first reported a position in AMGN in Q1 2018 and has held it in 19 quarters since. 3,146 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Mount Yale Investment Advisors held 25,505 shares of Amgen worth $9.24M as of Q2 2026.
  • Mount Yale Investment Advisors bought 4,062 Amgen shares in Q2 2026, an estimated $1.39M.
  • Amgen made up 0.17% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #136 holding.
  • Mount Yale Investment Advisors first reported a position in Amgen in Q1 2018 and has held it in 19 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.