Private Wealth Partners’s Amgen AMGN Stock Holding History

Private 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 Q2	$225K	Hold	620	–	–	0.02%	166
2026 Q1	$218K	Sell	620 -100	-14%	-$35.6K	0.02%	160
2025 Q4	$236K	Sell	720 -150	-17%	-$47.6K	0.02%	155
2025 Q3	$246K	Sell	870 -66	-7%	-$19.1K	0.02%	151
2025 Q2	$261K	Buy	936 +107	+13%	+$30.3K	0.02%	147
2025 Q1	$258K	Buy	+829	New	+$245K	0.02%	145
2024 Q4	–	Sell	-2,749	Closed	-$886K	–	172
2024 Q3	$886K	Buy	2,749 +1,450	+112%	+$474K	0.07%	94
2024 Q2	$406K	Buy	1,299 +300	+30%	+$88.1K	0.03%	125
2024 Q1	$284K	Sell	999 -2,406	-71%	-$704K	0.02%	139
2023 Q4	$981K	Buy	3,405 +15	+0.4%	+$4.09K	0.08%	88
2023 Q3	$911K	Hold	3,390	–	–	0.09%	85
2023 Q2	$753K	Sell	3,390 -27	-0.8%	-$6.26K	0.07%	93
2023 Q1	$826K	Buy	+3,417	New	+$839K	0.08%	91
2014 Q4	–	Sell	-3,608	Closed	-$507K	–	147
2014 Q3	$507K	Buy	+3,608	New	+$471K	0.11%	126
2014 Q1	–	Sell	-4,000	Closed	-$456K	–	157
2013 Q4	$456K	Hold	4,000	–	–	0.1%	129
2013 Q3	$448K	Hold	4,000	–	–	0.11%	128
2013 Q2	$395K	Buy	+4,000	New	+$415K	0.1%	127

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Wealth Partners's AMGN Position: Q2 2026 in Review

Private Wealth Partners held its Amgen (AMGN) position steady in Q2 2026 at 620 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #166.

Private Wealth Partners first reported a position in AMGN in Q2 2013 and has held it in 17 quarters since. The position peaked at $981K in Q4 2023. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Private Wealth Partners held 620 shares of Amgen worth $225K as of Q2 2026.
Private Wealth Partners left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.02% of Private Wealth Partners's portfolio in Q2 2026, its #166 holding.
Private Wealth Partners first reported a position in Amgen in Q2 2013 and has held it in 17 quarters since.
Private Wealth Partners's Amgen position peaked at $981K in Q4 2023.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.