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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
Q3 		$602K Buy
1,429
+14
+1% +$5.58K 0.22% 73
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Plan A Wealth's AMGN Position: Q3 2026 in Review

Plan A Wealth increased its Amgen (AMGN) stake by 0.99% in Q3 2026, buying an estimated $5.58K and bringing the position to 1,429 shares worth $602K. The position accounts for 0.22% of the portfolio, ranked #73.

Plan A Wealth first reported a position in AMGN in Q2 2025 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Plan A Wealth held 1,429 shares of Amgen worth $602K as of Q3 2026.
  • Plan A Wealth bought 14 Amgen shares in Q3 2026, an estimated $5.58K.
  • Amgen made up 0.22% of Plan A Wealth's portfolio in Q3 2026, its #73 holding.
  • Plan A Wealth first reported a position in Amgen in Q2 2025 and has held it in 6 quarters since.
  • 104 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.