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Philip James Wealth Mangement’s Amgen AMGN Stock Holding History

Philip James Wealth Mangement’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 		$3.24M Sell
8,948
-103
-1% -$35.3K 0.36% 56
2026
Q1 		$3.18M Sell
9,051
-390
-4% -$139K 0.37% 51
2025
Q4 		$3.09M Sell
9,441
-54
-0.6% -$17.1K 0.36% 58
2025
Q3 		$2.68M Sell
9,495
-408
-4% -$118K 0.31% 62
2025
Q2 		$2.76M Sell
9,903
-785
-7% -$222K 0.35% 58
2025
Q1 		$3.33M Sell
10,688
-235
-2% -$69.4K 0.41% 51
2024
Q4 		$2.85M Sell
10,923
-677
-6% -$201K 0.37% 55
2024
Q3 		$3.74M Buy
+11,600
New +$3.79M 0.46% 49

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

Philip James Wealth Mangement's AMGN Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Amgen (AMGN) stake by 1.1% in Q2 2026, selling an estimated $35.3K and leaving 8,948 shares worth $3.24M. The position accounts for 0.36% of the portfolio, ranked #56.

Philip James Wealth Mangement first reported a position in AMGN in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.74M in Q3 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Philip James Wealth Mangement held 8,948 shares of Amgen worth $3.24M as of Q2 2026.
  • Philip James Wealth Mangement sold 103 Amgen shares in Q2 2026, an estimated $35.3K.
  • Amgen made up 0.36% of Philip James Wealth Mangement's portfolio in Q2 2026, its #56 holding.
  • Philip James Wealth Mangement first reported a position in Amgen in Q3 2024 and has held it in 8 quarters since.
  • Philip James Wealth Mangement's Amgen position peaked at $3.74M in Q3 2024.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.