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Phillips Wealth Planners’s Amgen AMGN Stock Holding History

Phillips Wealth Planners’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 		$1.06M Sell
2,870
-57
-2% -$19.5K 0.78% 32
2026
Q1 		$965K Sell
2,927
-190
-6% -$67.7K 0.73% 37
2025
Q4 		$1.07M Sell
3,117
-298
-9% -$94.5K 0.86% 33
2025
Q3 		$1M Buy
3,415
+94
+3% +$27.3K 0.83% 32
2025
Q2 		$986K Buy
3,321
+262
+9% +$74.2K 0.89% 29
2025
Q1 		$875K Buy
3,059
+287
+10% +$84.8K 0.92% 30
2024
Q4 		$727K Sell
2,772
-328
-11% -$97.3K 0.73% 34
2024
Q3 		$997K Sell
3,100
-147
-5% -$48.1K 0.96% 25
2024
Q2 		$1.04M Buy
3,247
+358
+12% +$105K 1.1% 20
2024
Q1 		$767K Sell
2,889
-266
-8% -$77.8K 0.88% 27
2023
Q4 		$961K Sell
3,155
-319
-9% -$86.9K 1.16% 21
2023
Q3 		$975K Buy
3,474
+1,228
+55% +$306K 1.32% 17
2023
Q2 		$499K Buy
2,246
+272
+14% +$63.1K 0.65% 52
2023
Q1 		$472K Buy
+1,974
New +$485K 0.62% 52

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

Phillips Wealth Planners's AMGN Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Amgen (AMGN) stake by 1.9% in Q2 2026, selling an estimated $19.5K and leaving 2,870 shares worth $1.06M. The position accounts for 0.78% of the portfolio, ranked #32.

Phillips Wealth Planners first reported a position in AMGN in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.07M in Q4 2025. 3,156 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Phillips Wealth Planners held 2,870 shares of Amgen worth $1.06M as of Q2 2026.
  • Phillips Wealth Planners sold 57 Amgen shares in Q2 2026, an estimated $19.5K.
  • Amgen made up 0.78% of Phillips Wealth Planners's portfolio in Q2 2026, its #32 holding.
  • Phillips Wealth Planners first reported a position in Amgen in Q1 2023 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Amgen position peaked at $1.07M in Q4 2025.
  • 3,156 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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