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Perfromance Wealth Partners’s Amgen AMGN Stock Holding History

Perfromance Wealth Partners’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 		$1.08M Sell
2,979
-24
-0.8% -$8.22K 0.03% 94
2026
Q1 		$1.06M Buy
3,003
+4
+0.1% +$1.43K 0.03% 83
2025
Q4 		$982K Sell
2,999
-33
-1% -$10.5K 0.03% 79
2025
Q3 		$856K Sell
3,032
-115
-4% -$33.4K 0.02% 86
2025
Q2 		$879K Sell
3,147
-39
-1% -$11K 0.03% 76
2025
Q1 		$993K Sell
3,186
-1,635
-34% -$483K 0.04% 63
2024
Q4 		$1.26M Sell
4,821
-1,615
-25% -$479K 0.04% 59
2024
Q3 		$2.07M Buy
6,436
+4,301
+201% +$1.41M 0.07% 46
2024
Q2 		$667K Sell
2,135
-27,604
-93% -$8.11M 0.02% 71
2024
Q1 		$8.46M Sell
29,739
-154
-0.5% -$45.1K 0.35% 21
2023
Q4 		$8.61M Sell
29,893
-399
-1% -$109K 0.38% 22
2023
Q3 		$8.14M Buy
30,292
+1,068
+4% +$267K 0.4% 24
2023
Q2 		$6.6M Buy
29,224
+253
+0.9% +$58.7K 0.3% 28
2023
Q1 		$7M Buy
28,971
+1,939
+7% +$476K 0.36% 26
2022
Q4 		$7.1M Buy
27,032
+57
+0.2% +$15.3K 0.43% 26
2022
Q3 		$6.08M Sell
26,975
-504
-2% -$122K 0.35% 28
2022
Q2 		$6.69M Sell
27,479
-990
-3% -$243K 0.38% 29
2022
Q1 		$6.88M Sell
28,469
-2,814
-9% -$647K 0.3% 31
2021
Q4 		$7.04M Buy
+31,283
New +$6.6M 0.28% 36

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

Perfromance Wealth Partners's AMGN Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Amgen (AMGN) stake by 0.8% in Q2 2026, selling an estimated $8.22K and leaving 2,979 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #94.

Perfromance Wealth Partners first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.61M in Q4 2023. 3,148 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Perfromance Wealth Partners held 2,979 shares of Amgen worth $1.08M as of Q2 2026.
  • Perfromance Wealth Partners sold 24 Amgen shares in Q2 2026, an estimated $8.22K.
  • Amgen made up 0.03% of Perfromance Wealth Partners's portfolio in Q2 2026, its #94 holding.
  • Perfromance Wealth Partners first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's Amgen position peaked at $8.61M in Q4 2023.
  • 3,148 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.