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Mowery & Schoenfeld Wealth Management’s Amgen AMGN Stock Holding History

Mowery & Schoenfeld 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 		$40K Sell
111
-27
-20% -$9.24K 0.05% 153
2026
Q1 		$48.4K Sell
138
-46
-25% -$16.4K 0.07% 127
2025
Q4 		$60.1K Buy
184
+53
+40% +$16.8K 0.09% 127
2025
Q3 		$36.8K Sell
131
-11
-8% -$3.19K 0.06% 137
2025
Q2 		$39.5K Hold
142
– – 0.06% 127
2025
Q1 		$44.1K Buy
142
+21
+17% +$6.2K 0.09% 139
2024
Q4 		$31.5K Buy
121
+86
+246% +$25.5K 0.06% 147
2024
Q3 		$11.3K Buy
+35
New +$11.4K 0.02% 169

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's AMGN Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Amgen (AMGN) stake by 20% in Q2 2026, selling an estimated $9.24K and leaving 111 shares worth $40K. The position accounts for 0.05% of the portfolio, ranked #153.

Mowery & Schoenfeld Wealth Management first reported a position in AMGN in Q3 2024 and has held it in 8 quarters since. The position peaked at $60.1K in Q4 2025. 2,223 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 111 shares of Amgen worth $40K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management sold 27 Amgen shares in Q2 2026, an estimated $9.24K.
  • Amgen made up 0.05% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Amgen in Q3 2024 and has held it in 8 quarters since.
  • Mowery & Schoenfeld Wealth Management's Amgen position peaked at $60.1K in Q4 2025.
  • 2,223 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.