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Provenance Wealth Advisors’s Amgen AMGN Stock Holding History

Provenance Wealth Advisors’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 		$188K Buy
519
+19
+4% +$6.5K 0.02% 142
2026
Q1 		$176K Hold
500
– – 0.02% 128
2025
Q4 		$164K Hold
500
– – 0.02% 124
2025
Q3 		$141K Hold
500
– – 0.02% 144
2025
Q2 		$140K Sell
500
-550
-52% -$156K 0.02% 144
2025
Q1 		$327K Sell
1,050
-2,414
-70% -$713K 0.05% 95
2024
Q4 		$903K Buy
3,464
+2,956
+582% +$877K 0.12% 56
2024
Q3 		$164K Hold
508
– – 0.02% 161
2024
Q2 		$159K Hold
508
– – 0.02% 149
2024
Q1 		$144K Hold
508
– – 0.02% 163
2023
Q4 		$146K Hold
508
– – 0.02% 144
2023
Q3 		$137K Buy
+508
New +$127K 0.02% 135

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

Provenance Wealth Advisors's AMGN Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Amgen (AMGN) stake by 3.8% in Q2 2026, buying an estimated $6.5K and bringing the position to 519 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #142.

Provenance Wealth Advisors first reported a position in AMGN in Q3 2023 and has held it in 12 quarters since. The position peaked at $903K in Q4 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Provenance Wealth Advisors held 519 shares of Amgen worth $188K as of Q2 2026.
  • Provenance Wealth Advisors bought 19 Amgen shares in Q2 2026, an estimated $6.5K.
  • Amgen made up 0.02% of Provenance Wealth Advisors's portfolio in Q2 2026, its #142 holding.
  • Provenance Wealth Advisors first reported a position in Amgen in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Amgen position peaked at $903K in Q4 2024.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.