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Nicholson Wealth Management Group’s Amgen AMGN Stock Holding History

Nicholson Wealth Management 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 		$2.12M Sell
5,858
-134
-2% -$45.9K 1.25% 26
2026
Q1 		$2.11M Sell
5,992
-27
-0.4% -$9.63K 1.23% 24
2025
Q4 		$1.97M Sell
6,019
-171
-3% -$54.2K 1.16% 23
2025
Q3 		$1.75M Buy
6,190
+272
+5% +$78.9K 1.02% 43
2025
Q2 		$1.65M Buy
5,918
+35
+0.6% +$9.91K 1.02% 41
2025
Q1 		$1.83M Buy
5,883
+222
+4% +$65.6K 1.2% 17
2024
Q4 		$1.48M Buy
5,661
+1,855
+49% +$550K 0.99% 49
2024
Q3 		$1.23M Buy
+3,806
New +$1.24M 1.01% 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

Nicholson Wealth Management Group's AMGN Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Amgen (AMGN) stake by 2.2% in Q2 2026, selling an estimated $45.9K and leaving 5,858 shares worth $2.12M. The position accounts for 1.25% of the portfolio, ranked #26.

Nicholson Wealth Management Group first reported a position in AMGN in Q3 2024 and has held it in 8 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Nicholson Wealth Management Group held 5,858 shares of Amgen worth $2.12M as of Q2 2026.
  • Nicholson Wealth Management Group sold 134 Amgen shares in Q2 2026, an estimated $45.9K.
  • Amgen made up 1.25% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #26 holding.
  • Nicholson Wealth Management Group first reported a position in Amgen in Q3 2024 and has held it in 8 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.