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Navigoe Wealth Management’s Amgen AMGN Stock Holding History

Navigoe 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 		$734K Hold
2,027
– – 0.38% 26
2026
Q1 		$713K Hold
2,027
– – 0.42% 25
2025
Q4 		$663K Hold
2,027
– – 0.41% 26
2025
Q3 		$572K Buy
2,027
+8
+0.4% +$2.32K 0.37% 26
2025
Q2 		$563K Hold
2,019
– – 0.43% 26
2025
Q1 		$629K Buy
2,019
+519
+35% +$153K 0.54% 26
2024
Q4 		$390K Buy
+1,500
New +$445K 0.38% 27

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

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

Navigoe Wealth Management held its Amgen (AMGN) position steady in Q2 2026 at 2,027 shares worth $734K. The position accounts for 0.38% of the portfolio, ranked #26.

Navigoe Wealth Management first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Navigoe Wealth Management held 2,027 shares of Amgen worth $734K as of Q2 2026.
  • Navigoe Wealth Management left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.38% of Navigoe Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Navigoe Wealth Management first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.