OakTrust Wealth Advisors’s Amgen AMGN Stock Holding History

OakTrust Wealth Advisors’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	$207K	Hold	573	–	–	0.18%	65
2026 Q1	$202K	Buy	+573	New	+$204K	0.18%	66

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OakTrust Wealth Advisors's AMGN Position: Q2 2026 in Review

OakTrust Wealth Advisors held its Amgen (AMGN) position steady in Q2 2026 at 573 shares worth $207K. The position accounts for 0.18% of the portfolio, ranked #65.

OakTrust Wealth Advisors first reported a position in AMGN in Q1 2026 and has held it in 2 quarters since. 3,135 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

OakTrust Wealth Advisors held 573 shares of Amgen worth $207K as of Q2 2026.
OakTrust Wealth Advisors left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.18% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #65 holding.
OakTrust Wealth Advisors first reported a position in Amgen in Q1 2026 and has held it in 2 quarters since.
3,135 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.