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Phoenix Wealth Advisors’s Amgen AMGN Stock Holding History

Phoenix 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 		$997K Sell
2,752
-14
-0.5% -$4.79K 0.34% 56
2026
Q1 		$973K Sell
2,766
-52
-2% -$18.5K 0.38% 53
2025
Q4 		$922K Sell
2,818
-1
-0% -$317 0.35% 59
2025
Q3 		$796K Sell
2,819
-19
-0.7% -$5.51K 0.31% 65
2025
Q2 		$792K Buy
2,838
+2
+0.1% +$567 0.33% 63
2025
Q1 		$884K Buy
2,836
+157
+6% +$46.4K 0.39% 53
2024
Q4 		$698K Sell
2,679
-5
-0.2% -$1.48K 0.3% 63
2024
Q3 		$865K Sell
2,684
-9
-0.3% -$2.94K 0.4% 55
2024
Q2 		$841K Sell
2,693
-39
-1% -$11.5K 0.42% 52
2024
Q1 		$777K Sell
2,732
-4
-0.1% -$1.17K 0.47% 54
2023
Q4 		$814K Sell
2,736
-9
-0.3% -$2.45K 0.57% 41
2023
Q3 		$738K Buy
2,745
+34
+1% +$8.48K 0.43% 40
2023
Q2 		$602K Sell
2,711
-28
-1% -$6.5K 0.35% 44
2023
Q1 		$662K Sell
2,739
-64
-2% -$15.7K 0.41% 39
2022
Q4 		$736K Sell
2,803
-436
-13% -$117K 0.44% 42
2022
Q3 		$730K Sell
3,239
-214
-6% -$51.9K 0.73% 35
2022
Q2 		$840K Buy
3,453
+59
+2% +$14.5K 0.83% 32
2022
Q1 		$848K Sell
3,394
-236
-7% -$54.2K 0.88% 27
2021
Q4 		$817K Sell
3,630
-83
-2% -$17.5K 0.62% 42
2021
Q3 		$790K Sell
3,713
-510
-12% -$117K 0.59% 44
2021
Q2 		$1.03M Buy
4,223
+135
+3% +$33.2K 0.74% 38
2021
Q1 		$1.02M Buy
4,088
+647
+19% +$154K 0.79% 34
2020
Q4 		$791K Buy
+3,441
New +$793K 0.6% 43

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

Phoenix Wealth Advisors's AMGN Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Amgen (AMGN) stake by 0.51% in Q2 2026, selling an estimated $4.79K and leaving 2,752 shares worth $997K. The position accounts for 0.34% of the portfolio, ranked #56.

Phoenix Wealth Advisors first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q2 2021. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Phoenix Wealth Advisors held 2,752 shares of Amgen worth $997K as of Q2 2026.
  • Phoenix Wealth Advisors sold 14 Amgen shares in Q2 2026, an estimated $4.79K.
  • Amgen made up 0.34% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Phoenix Wealth Advisors first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's Amgen position peaked at $1.03M in Q2 2021.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.