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Palumbo Wealth Management’s Amgen AMGN Stock Holding History

Palumbo Wealth Management’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 		$527K Sell
1,456
-30
-2% -$10.3K 0.11% 140
2026
Q1 		$523K Buy
1,486
+10
+0.7% +$3.56K 0.13% 124
2025
Q4 		$483K Buy
1,476
+87
+6% +$27.6K 0.12% 127
2025
Q3 		$377K Sell
1,389
-51
-4% -$14.8K 0.12% 115
2025
Q2 		$402K Sell
1,440
-61
-4% -$17.3K 0.12% 121
2025
Q1 		$468K Buy
1,501
+122
+9% +$36K 0.16% 98
2024
Q4 		$359K Buy
1,379
+43
+3% +$12.8K 0.13% 108
2024
Q3 		$430K Buy
1,336
+12
+0.9% +$3.92K 0.17% 94
2024
Q2 		$414K Buy
1,324
+25
+2% +$7.34K 0.17% 90
2024
Q1 		$369K Buy
1,299
+10
+0.8% +$2.93K 0.17% 95
2023
Q4 		$371K Buy
1,289
+218
+20% +$59.4K 0.19% 90
2023
Q3 		$288K Buy
1,071
+2
+0.2% +$499 0.16% 89
2023
Q2 		$237K Buy
+1,069
New +$248K 0.15% 93

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

Palumbo Wealth Management's AMGN Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Amgen (AMGN) stake by 2% in Q2 2026, selling an estimated $10.3K and leaving 1,456 shares worth $527K. The position accounts for 0.11% of the portfolio, ranked #140.

Palumbo Wealth Management first reported a position in AMGN in Q2 2023 and has held it in 13 quarters since. 3,160 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Palumbo Wealth Management held 1,456 shares of Amgen worth $527K as of Q2 2026.
  • Palumbo Wealth Management sold 30 Amgen shares in Q2 2026, an estimated $10.3K.
  • Amgen made up 0.11% of Palumbo Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Palumbo Wealth Management first reported a position in Amgen in Q2 2023 and has held it in 13 quarters since.
  • 3,160 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.