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Pacific Excel Wealth Advisors’s Amgen AMGN Stock Holding History

Pacific Excel 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 		$228K Buy
+629
New +$215K 0.09% 199

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 $3.37T AUM 44.26% 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

Pacific Excel Wealth Advisors's AMGN Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Amgen (AMGN) in Q2 2026: 629 shares worth $228K. The stake represents 0.09% of the portfolio and ranks #199 among its holdings.

3,145 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Pacific Excel Wealth Advisors held 629 shares of Amgen worth $228K as of Q2 2026.
  • Amgen was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • Amgen made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • 3,145 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.