Precedent Wealth Partners
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Precedent Wealth Partners’s Amgen AMGN Stock Holding History

Precedent Wealth Partners’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 		$736K Sell
1,747
-41
-2% -$16.3K 0.11% 126
2026
Q2 		$647K Sell
1,788
-6,358
-78% -$2.18M 0.11% 131
2026
Q1 		$2.87M Buy
8,146
+206
+3% +$73.4K 0.57% 55
2025
Q4 		$2.6M Buy
7,940
+371
+5% +$118K 0.55% 59
2025
Q3 		$2.14M Buy
7,569
+433
+6% +$126K 0.47% 66
2025
Q2 		$1.99M Buy
7,136
+877
+14% +$248K 0.49% 61
2025
Q1 		$1.95M Buy
6,259
+852
+16% +$252K 0.54% 57
2024
Q4 		$1.41M Buy
5,407
+176
+3% +$52.2K 0.46% 61
2024
Q3 		$1.69M Buy
5,231
+421
+9% +$138K 0.56% 40
2024
Q2 		$1.5M Buy
4,810
+248
+5% +$72.9K 0.61% 37
2024
Q1 		$1.3M Buy
4,562
+307
+7% +$89.8K 0.56% 40
2023
Q4 		$1.23M Buy
+4,255
New +$1.16M 0.62% 34

Other funds holding AMGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Precedent Wealth Partners's AMGN Position: Q3 2026 in Review

Precedent Wealth Partners reduced its Amgen (AMGN) stake by 2.3% in Q3 2026, selling an estimated $16.3K and leaving 1,747 shares worth $736K. The position accounts for 0.11% of the portfolio, ranked #126.

Precedent Wealth Partners first reported a position in AMGN in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.87M in Q1 2026. 2,318 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Precedent Wealth Partners held 1,747 shares of Amgen worth $736K as of Q3 2026.
  • Precedent Wealth Partners sold 41 Amgen shares in Q3 2026, an estimated $16.3K.
  • Amgen made up 0.11% of Precedent Wealth Partners's portfolio in Q3 2026, its #126 holding.
  • Precedent Wealth Partners first reported a position in Amgen in Q4 2023 and has held it in 12 quarters since.
  • Precedent Wealth Partners's Amgen position peaked at $2.87M in Q1 2026.
  • 2,318 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.