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Plan A Wealth’s Amgen AMGN Stock Holding History

Plan A Wealth’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 		$512K Buy
1,415
+133
+10% +$45.5K 0.22% 78
2026
Q1 		$451K Buy
1,282
+58
+5% +$20.7K 0.22% 76
2025
Q4 		$401K Buy
1,224
+66
+6% +$20.9K 0.2% 91
2025
Q3 		$327K Buy
1,158
+122
+12% +$35.4K 0.17% 108
2025
Q2 		$289K Buy
+1,036
New +$293K 0.16% 114

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

Plan A Wealth's AMGN Position: Q2 2026 in Review

Plan A Wealth increased its Amgen (AMGN) stake by 10% in Q2 2026, buying an estimated $45.5K and bringing the position to 1,415 shares worth $512K. The position accounts for 0.22% of the portfolio, ranked #78.

Plan A Wealth first reported a position in AMGN in Q2 2025 and has held it in 5 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Plan A Wealth held 1,415 shares of Amgen worth $512K as of Q2 2026.
  • Plan A Wealth bought 133 Amgen shares in Q2 2026, an estimated $45.5K.
  • Amgen made up 0.22% of Plan A Wealth's portfolio in Q2 2026, its #78 holding.
  • Plan A Wealth first reported a position in Amgen in Q2 2025 and has held it in 5 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.