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Physician Wealth Advisors’s Amgen AMGN Stock Holding History

Physician 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 		$85.1K Buy
235
+5
+2% +$1.71K 0.01% 338
2026
Q1 		$80.9K Buy
230
+22
+11% +$7.84K 0.01% 313
2025
Q4 		$68.1K Buy
208
+86
+70% +$27.3K 0.01% 331
2025
Q3 		$34.4K Sell
122
-5
-4% -$1.45K ﹤0.01% 450
2025
Q2 		$35.5K Buy
127
+5
+4% +$1.42K 0.01% 399
2025
Q1 		$38K Buy
122
+7
+6% +$2.07K 0.01% 373
2024
Q4 		$30K Buy
+115
New +$34.1K 0.01% 429

Other funds holding AMGN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Physician Wealth Advisors increased its Amgen (AMGN) stake by 2.2% in Q2 2026, buying an estimated $1.71K and bringing the position to 235 shares worth $85.1K. The position accounts for 0.01% of the portfolio, ranked #338.

Physician Wealth Advisors first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. 1,625 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Physician Wealth Advisors held 235 shares of Amgen worth $85.1K as of Q2 2026.
  • Physician Wealth Advisors bought 5 Amgen shares in Q2 2026, an estimated $1.71K.
  • Amgen made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #338 holding.
  • Physician Wealth Advisors first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.