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Novak & Powell Financial Services’s Amgen AMGN Stock Holding History

Novak & Powell Financial Services’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 		$973K Sell
2,687
-149
-5% -$51K 0.46% 48
2026
Q1 		$998K Sell
2,836
-3
-0.1% -$1.07K 0.54% 46
2025
Q4 		$929K Buy
2,839
+9
+0.3% +$2.85K 0.48% 46
2025
Q3 		$798K Buy
2,830
+87
+3% +$25.2K 0.42% 51
2025
Q2 		$766K Sell
2,743
-65
-2% -$18.4K 0.53% 41
2025
Q1 		$875K Sell
2,808
-1
-0% -$295 0.54% 45
2024
Q4 		$732K Buy
2,809
+10
+0.4% +$2.97K 0.44% 54
2024
Q3 		$902K Sell
2,799
-69
-2% -$22.6K 0.52% 47
2024
Q2 		$896K Buy
2,868
+9
+0.3% +$2.64K 0.56% 47
2024
Q1 		$813K Buy
2,859
+72
+3% +$21.1K 0.61% 43
2023
Q4 		$803K Buy
+2,787
New +$759K 0.54% 49

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

Novak & Powell Financial Services's AMGN Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Amgen (AMGN) stake by 5.3% in Q2 2026, selling an estimated $51K and leaving 2,687 shares worth $973K. The position accounts for 0.46% of the portfolio, ranked #48.

Novak & Powell Financial Services first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. The position peaked at $998K in Q1 2026. 3,156 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Novak & Powell Financial Services held 2,687 shares of Amgen worth $973K as of Q2 2026.
  • Novak & Powell Financial Services sold 149 Amgen shares in Q2 2026, an estimated $51K.
  • Amgen made up 0.46% of Novak & Powell Financial Services's portfolio in Q2 2026, its #48 holding.
  • Novak & Powell Financial Services first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
  • Novak & Powell Financial Services's Amgen position peaked at $998K in Q1 2026.
  • 3,156 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.