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Optimist Retirement Group’s Amgen AMGN Stock Holding History

Optimist Retirement Group’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 		$260K Hold
717
– – 0.1% 103
2026
Q1 		$252K Hold
717
– – 0.11% 97
2025
Q4 		$235K Hold
717
– – 0.11% 96
2025
Q3 		$202K Hold
717
– – 0.09% 117
2025
Q2 		$200K Hold
717
– – 0.1% 117
2025
Q1 		$223K Buy
+717
New +$212K 0.11% 106
2024
Q4 		– Sell
-717
Closed -$231K – 120
2024
Q3 		$231K Sell
717
-112
-14% -$36.6K 0.1% 111
2024
Q2 		$259K Sell
829
-259
-24% -$76.1K 0.14% 63
2024
Q1 		$309K Hold
1,088
– – 0.16% 61
2023
Q4 		$313K Buy
+1,088
New +$296K 0.2% 55

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 $3.38T AUM 44.17% 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

Optimist Retirement Group's AMGN Position: Q2 2026 in Review

Optimist Retirement Group held its Amgen (AMGN) position steady in Q2 2026 at 717 shares worth $260K. The position accounts for 0.1% of the portfolio, ranked #103.

Optimist Retirement Group first reported a position in AMGN in Q4 2023 and has held it in 10 quarters since. The position peaked at $313K in Q4 2023. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Optimist Retirement Group held 717 shares of Amgen worth $260K as of Q2 2026.
  • Optimist Retirement Group left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.1% of Optimist Retirement Group's portfolio in Q2 2026, its #103 holding.
  • Optimist Retirement Group first reported a position in Amgen in Q4 2023 and has held it in 10 quarters since.
  • Optimist Retirement Group's Amgen position peaked at $313K in Q4 2023.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.