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Oak Harbor Wealth Partners’s Amgen AMGN Stock Holding History

Oak Harbor Wealth Partners’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 		$570K Sell
1,575
-2,850
-64% -$976K 0.21% 89
2026
Q1 		$1.56M Buy
4,425
+27
+0.6% +$9.63K 0.36% 71
2025
Q4 		$1.44M Buy
4,398
+156
+4% +$49.5K 0.35% 68
2025
Q3 		$1.2M Buy
4,242
+552
+15% +$160K 0.3% 76
2025
Q2 		$1.03M Buy
3,690
+747
+25% +$212K 0.28% 78
2025
Q1 		$917K Buy
2,943
+1,551
+111% +$458K 0.26% 81
2024
Q4 		$363K Sell
1,392
-101
-7% -$30K 0.11% 129
2024
Q3 		$481K Buy
1,493
+124
+9% +$40.6K 0.14% 122
2024
Q2 		$428K Hold
1,369
– – 0.13% 119
2024
Q1 		$389K Hold
1,369
– – 0.12% 125
2023
Q4 		$394K Buy
1,369
+359
+36% +$97.8K 0.13% 126
2023
Q3 		$272K Buy
1,010
+13
+1% +$3.24K 0.1% 134
2023
Q2 		$221K Buy
997
+130
+15% +$30.2K 0.08% 161
2023
Q1 		$210K Hold
867
– – 0.08% 161
2022
Q4 		$228K Buy
+867
New +$232K 0.09% 145
2022
Q3 		– Sell
-857
Closed -$209K – 214
2022
Q2 		$209K Hold
857
– – 0.08% 146
2022
Q1 		$207K Buy
+857
New +$197K 0.07% 161

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

Oak Harbor Wealth Partners's AMGN Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Amgen (AMGN) stake by 64% in Q2 2026, selling an estimated $976K and leaving 1,575 shares worth $570K. The position accounts for 0.21% of the portfolio, ranked #89.

Oak Harbor Wealth Partners first reported a position in AMGN in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.56M in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Oak Harbor Wealth Partners held 1,575 shares of Amgen worth $570K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 2,850 Amgen shares in Q2 2026, an estimated $976K.
  • Amgen made up 0.21% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • Oak Harbor Wealth Partners first reported a position in Amgen in Q1 2022 and has held it in 17 quarters since.
  • Oak Harbor Wealth Partners's Amgen position peaked at $1.56M in Q1 2026.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.