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Olistico Wealth’s Amgen AMGN Stock Holding History

Olistico Wealth’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
Q3 		$42.2K Hold
100
– – 0.02% 173
2026
Q2 		$36.2K Hold
100
– – 0.02% 181
2026
Q1 		$35.2K Hold
100
– – 0.02% 184
2025
Q4 		$32.7K Buy
+100
New +$31.7K 0.02% 184
2025
Q3 		– Sell
-100
Closed -$27.9K – 106
2025
Q2 		$27.9K Sell
100
-685
-87% -$194K 0.02% 205
2025
Q1 		$245K Buy
785
+185
+31% +$54.6K 0.15% 88
2024
Q4 		$156K Hold
600
– – 0.09% 107
2024
Q3 		$193K Hold
600
– – 0.12% 101
2024
Q2 		$187K Buy
+600
New +$176K 0.12% 100

Other funds holding AMGN

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Olistico Wealth's AMGN Position: Q3 2026 in Review

Olistico Wealth held its Amgen (AMGN) position steady in Q3 2026 at 100 shares worth $42.2K. The position accounts for 0.02% of the portfolio, ranked #173.

Olistico Wealth first reported a position in AMGN in Q2 2024 and has held it in 9 quarters since. The position peaked at $245K in Q1 2025. 104 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Olistico Wealth held 100 shares of Amgen worth $42.2K as of Q3 2026.
  • Olistico Wealth left its Amgen share count unchanged in Q3 2026.
  • Amgen made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #173 holding.
  • Olistico Wealth first reported a position in Amgen in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's Amgen position peaked at $245K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.