PWS
AMGN icon

Proactive Wealth Strategies’s Amgen AMGN Stock Holding History

Proactive Wealth Strategies’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 		$2.6M Buy
7,193
+51
+0.7% +$17.5K 0.42% 66
2026
Q1 		$2.51M Buy
7,142
+3,595
+101% +$1.28M 0.47% 57
2025
Q4 		$1.16M Buy
3,547
+26
+0.7% +$8.25K 0.46% 61
2025
Q3 		$994K Buy
3,521
+29
+0.8% +$8.41K 0.43% 64
2025
Q2 		$975K Buy
3,492
+4
+0.1% +$1.13K 0.46% 64
2025
Q1 		$1.09M Buy
3,488
+25
+0.7% +$7.38K 0.58% 57
2024
Q4 		$903K Buy
3,463
+27
+0.8% +$8.01K 0.47% 57
2024
Q3 		$1.11M Buy
+3,436
New +$1.12M 0.61% 51

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Proactive Wealth Strategies's AMGN Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Amgen (AMGN) stake by 0.71% in Q2 2026, buying an estimated $17.5K and bringing the position to 7,193 shares worth $2.6M. The position accounts for 0.42% of the portfolio, ranked #66.

Proactive Wealth Strategies first reported a position in AMGN in Q3 2024 and has held it in 8 quarters since. 2,223 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Proactive Wealth Strategies held 7,193 shares of Amgen worth $2.6M as of Q2 2026.
  • Proactive Wealth Strategies bought 51 Amgen shares in Q2 2026, an estimated $17.5K.
  • Amgen made up 0.42% of Proactive Wealth Strategies's portfolio in Q2 2026, its #66 holding.
  • Proactive Wealth Strategies first reported a position in Amgen in Q3 2024 and has held it in 8 quarters since.
  • 2,223 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.