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Oxford Wealth Group’s Amgen AMGN Stock Holding History

Oxford Wealth 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 		$311K Sell
859
-87
-9% -$29.8K 0.14% 77
2026
Q1 		$333K Sell
946
-18
-2% -$6.42K 0.18% 75
2025
Q4 		$316K Buy
+964
New +$306K 0.15% 77
2024
Q4 		$254K Hold
973
– – 0.16% 54
2024
Q3 		$314K Sell
973
-36
-4% -$11.8K 0.26% 51
2024
Q2 		$315K Sell
1,009
-42
-4% -$12.3K 0.22% 52
2024
Q1 		$299K Buy
+1,051
New +$308K 0.27% 46

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

Oxford Wealth Group's AMGN Position: Q2 2026 in Review

Oxford Wealth Group reduced its Amgen (AMGN) stake by 9.2% in Q2 2026, selling an estimated $29.8K and leaving 859 shares worth $311K. The position accounts for 0.14% of the portfolio, ranked #77.

Oxford Wealth Group first reported a position in AMGN in Q1 2024 and has held it in 7 quarters since. The position peaked at $333K in Q1 2026. 3,162 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Oxford Wealth Group held 859 shares of Amgen worth $311K as of Q2 2026.
  • Oxford Wealth Group sold 87 Amgen shares in Q2 2026, an estimated $29.8K.
  • Amgen made up 0.14% of Oxford Wealth Group's portfolio in Q2 2026, its #77 holding.
  • Oxford Wealth Group first reported a position in Amgen in Q1 2024 and has held it in 7 quarters since.
  • Oxford Wealth Group's Amgen position peaked at $333K in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.