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Northcape Wealth Management’s Amgen AMGN Stock Holding History

Northcape 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 		$1.08M Buy
2,974
+371
+14% +$127K 0.28% 73
2026
Q1 		$916K Sell
2,603
-517
-17% -$184K 0.25% 79
2025
Q4 		$1.02M Buy
3,120
+454
+17% +$144K 0.29% 76
2025
Q3 		$752K Buy
2,666
+2
+0.1% +$580 0.22% 82
2025
Q2 		$744K Buy
2,664
+61
+2% +$17.3K 0.23% 80
2025
Q1 		$811K Buy
2,603
+9
+0.3% +$2.66K 0.26% 74
2024
Q4 		$676K Sell
2,594
-6,246
-71% -$1.85M 0.22% 82
2024
Q3 		$2.85M Buy
8,840
+5,762
+187% +$1.88M 0.93% 38
2024
Q2 		$962K Buy
3,078
+1,276
+71% +$375K 0.35% 69
2024
Q1 		$512K Sell
1,802
-159
-8% -$46.5K 0.19% 90
2023
Q4 		$565K Sell
1,961
-265
-12% -$72.2K 0.2% 87
2023
Q3 		$598K Sell
2,226
-185
-8% -$46.2K 0.23% 85
2023
Q2 		$535K Sell
2,411
-29
-1% -$6.73K 0.19% 93
2023
Q1 		$590K Buy
2,440
+1,492
+157% +$366K 0.21% 87
2022
Q4 		$249K Sell
948
-8,735
-90% -$2.34M 0.14% 70
2022
Q3 		$2.18M Buy
9,683
+7,991
+472% +$1.94M 0.78% 48
2022
Q2 		$412K Sell
1,692
-8,004
-83% -$1.96M 0.16% 85
2022
Q1 		$2.35M Buy
9,696
+7,978
+464% +$1.83M 0.68% 48
2021
Q4 		$387K Buy
+1,718
New +$363K 0.13% 93

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

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

Northcape Wealth Management increased its Amgen (AMGN) stake by 14% in Q2 2026, buying an estimated $127K and bringing the position to 2,974 shares worth $1.08M. The position accounts for 0.28% of the portfolio, ranked #73.

Northcape Wealth Management first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.85M in Q3 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Northcape Wealth Management held 2,974 shares of Amgen worth $1.08M as of Q2 2026.
  • Northcape Wealth Management bought 371 Amgen shares in Q2 2026, an estimated $127K.
  • Amgen made up 0.28% of Northcape Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Northcape Wealth Management first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • Northcape Wealth Management's Amgen position peaked at $2.85M in Q3 2024.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.