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Novare Capital Management’s Amgen AMGN Stock Holding History

Novare Capital 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 		$564K Sell
1,559
-17
-1% -$5.82K 0.04% 141
2026
Q1 		$554K Buy
1,576
+277
+21% +$98.7K 0.04% 132
2025
Q4 		$425K Hold
1,299
– – 0.03% 148
2025
Q3 		$367K Buy
1,299
+320
+33% +$92.8K 0.03% 154
2025
Q2 		$273K Buy
979
+300
+44% +$85K 0.02% 174
2025
Q1 		$211K Buy
+679
New +$201K 0.02% 185
2024
Q4 		– Sell
-879
Closed -$283K – 187
2024
Q3 		$283K Hold
879
– – 0.02% 161
2024
Q2 		$275K Hold
879
– – 0.02% 155
2024
Q1 		$250K Buy
+879
New +$257K 0.02% 165
2021
Q4 		– Sell
-1,353
Closed -$288K – 162
2021
Q3 		$288K Buy
+1,353
New +$311K 0.03% 130

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

Novare Capital Management's AMGN Position: Q2 2026 in Review

Novare Capital Management reduced its Amgen (AMGN) stake by 1.1% in Q2 2026, selling an estimated $5.82K and leaving 1,559 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #141.

Novare Capital Management first reported a position in AMGN in Q3 2021 and has held it in 10 quarters since. 3,156 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Novare Capital Management held 1,559 shares of Amgen worth $564K as of Q2 2026.
  • Novare Capital Management sold 17 Amgen shares in Q2 2026, an estimated $5.82K.
  • Amgen made up 0.04% of Novare Capital Management's portfolio in Q2 2026, its #141 holding.
  • Novare Capital Management first reported a position in Amgen in Q3 2021 and has held it in 10 quarters since.
  • 3,156 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.