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Principia Wealth Advisory’s Amgen AMGN Stock Holding History

Principia Wealth Advisory’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 		$119K Buy
329
+7
+2% +$2.4K 0.06% 99
2026
Q1 		$113K Buy
322
+8
+3% +$2.85K 0.06% 97
2025
Q4 		$103K Sell
314
-261
-45% -$82.8K 0.06% 100
2025
Q3 		$162K Buy
575
+7
+1% +$2.03K 0.11% 84
2025
Q2 		$159K Buy
568
+13
+2% +$3.68K 0.13% 69
2025
Q1 		$161K Buy
555
+19
+4% +$5.61K 0.15% 57
2024
Q4 		$140K Buy
+536
New +$159K 0.13% 57

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

Principia Wealth Advisory's AMGN Position: Q2 2026 in Review

Principia Wealth Advisory increased its Amgen (AMGN) stake by 2.2% in Q2 2026, buying an estimated $2.4K and bringing the position to 329 shares worth $119K. The position accounts for 0.06% of the portfolio, ranked #99.

Principia Wealth Advisory first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. The position peaked at $162K in Q3 2025. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Principia Wealth Advisory held 329 shares of Amgen worth $119K as of Q2 2026.
  • Principia Wealth Advisory bought 7 Amgen shares in Q2 2026, an estimated $2.4K.
  • Amgen made up 0.06% of Principia Wealth Advisory's portfolio in Q2 2026, its #99 holding.
  • Principia Wealth Advisory first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Amgen position peaked at $162K in Q3 2025.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.