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Octavia Wealth Advisors’s Amgen AMGN Stock Holding History

Octavia 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 		$433K Sell
1,195
-1,128
-49% -$386K 0.04% 136
2026
Q1 		$818K Sell
2,323
-95
-4% -$33.9K 0.08% 85
2025
Q4 		$791K Buy
2,418
+3
+0.1% +$952 0.08% 94
2025
Q3 		$682K Buy
2,415
+1,000
+71% +$290K 0.07% 106
2025
Q2 		$395K Sell
1,415
-1,020
-42% -$289K 0.04% 138
2025
Q1 		$759K Buy
2,435
+35
+1% +$10.3K 0.09% 88
2024
Q4 		$625K Buy
2,400
+41
+2% +$12.2K 0.08% 98
2024
Q3 		$760K Buy
2,359
+14
+0.6% +$4.58K 0.09% 86
2024
Q2 		$733K Buy
2,345
+1,104
+89% +$324K 0.1% 90
2024
Q1 		$353K Sell
1,241
-1,037
-46% -$303K 0.05% 151
2023
Q4 		$656K Sell
2,278
-22
-1% -$5.99K 0.12% 98
2023
Q3 		$618K Buy
2,300
+71
+3% +$17.7K 0.13% 88
2023
Q2 		$495K Buy
2,229
+1,107
+99% +$257K 0.1% 99
2023
Q1 		$271K Buy
1,122
+66
+6% +$16.2K 0.06% 142
2022
Q4 		$277K Buy
1,056
+97
+10% +$26K 0.07% 149
2022
Q3 		$216K Buy
959
+11
+1% +$2.67K 0.06% 156
2022
Q2 		$230K Sell
948
-10
-1% -$2.45K 0.06% 149
2022
Q1 		$232K Sell
958
-980
-51% -$225K 0.05% 170
2021
Q4 		$436K Buy
+1,938
New +$409K 0.09% 114
2021
Q2 		– Sell
-1,698
Closed -$422K – 164
2021
Q1 		$422K Sell
1,698
-66
-4% -$15.7K 0.13% 103
2020
Q4 		$406K Buy
+1,764
New +$407K 0.13% 107

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

Octavia Wealth Advisors reduced its Amgen (AMGN) stake by 49% in Q2 2026, selling an estimated $386K and leaving 1,195 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #136.

Octavia Wealth Advisors first reported a position in AMGN in Q4 2020 and has held it in 21 quarters since. The position peaked at $818K in Q1 2026. 1,380 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Octavia Wealth Advisors held 1,195 shares of Amgen worth $433K as of Q2 2026.
  • Octavia Wealth Advisors sold 1,128 Amgen shares in Q2 2026, an estimated $386K.
  • Amgen made up 0.04% of Octavia Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • Octavia Wealth Advisors first reported a position in Amgen in Q4 2020 and has held it in 21 quarters since.
  • Octavia Wealth Advisors's Amgen position peaked at $818K in Q1 2026.
  • 1,380 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.