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Realta Investment Advisors’s Amgen AMGN Stock Holding History

Realta Investment 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 		– Sell
-3,298
Closed -$1.16M – 380
2026
Q1 		$1.16M Buy
+3,298
New +$1.18M 0.4% 63
2024
Q4 		– Sell
-2,056
Closed -$667K – 342
2024
Q3 		$667K Buy
2,056
+846
+70% +$277K 0.31% 76
2024
Q2 		$378K Buy
1,210
+114
+10% +$33.5K 0.07% 273
2024
Q1 		$312K Sell
1,096
-217
-17% -$63.5K 0.06% 309
2023
Q4 		$378K Sell
1,313
-165
-11% -$45K 0.09% 266
2023
Q3 		$328K Sell
1,478
-70
-5% -$17.5K 0.08% 275
2023
Q2 		$344K Sell
1,548
-85
-5% -$19.7K 0.08% 273
2023
Q1 		$395K Sell
1,633
-472
-22% -$116K 0.1% 239
2022
Q4 		$553K Sell
2,105
-376
-15% -$101K 0.13% 184
2022
Q3 		$559K Buy
2,481
+52
+2% +$12.6K 0.15% 170
2022
Q2 		$596K Sell
2,429
-25
-1% -$6.13K 0.15% 164
2022
Q1 		$593K Buy
2,454
+393
+19% +$90.3K 0.12% 187
2021
Q4 		$464K Buy
2,061
+316
+18% +$66.7K 0.1% 230
2021
Q3 		$371K Buy
1,745
+16
+0.9% +$3.68K 0.09% 259
2021
Q2 		$421K Sell
1,729
-426
-20% -$105K 0.1% 236
2021
Q1 		$536K Sell
2,155
-234
-10% -$55.8K 0.14% 187
2020
Q4 		$549K Buy
2,389
+44
+2% +$10.1K 0.16% 156
2020
Q3 		$596K Buy
2,345
+622
+36% +$154K 0.2% 125
2020
Q2 		$406K Sell
1,723
-15
-0.9% -$3.42K 0.13% 198
2020
Q1 		$352K Sell
1,738
-1,719
-50% -$375K 0.15% 181
2019
Q4 		$808K Sell
3,457
-212
-6% -$46.7K 0.22% 101
2019
Q3 		$709K Sell
3,669
-323
-8% -$62K 0.19% 119
2019
Q2 		$736K Buy
3,992
+1,354
+51% +$242K 0.2% 115
2019
Q1 		$501K Buy
+2,638
New +$504K 0.23% 131

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

Realta Investment Advisors's AMGN Position: Q2 2026 in Review

Realta Investment Advisors sold out of Amgen (AMGN) in Q2 2026, closing a stake of 3,298 shares — an estimated $1.16M sold.

Realta Investment Advisors first reported a position in AMGN in Q1 2019 and held it in 24 quarters. The position peaked at $1.16M in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Realta Investment Advisors reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 3,298 Amgen shares in Q2 2026, an estimated $1.16M.
  • Realta Investment Advisors first reported a position in Amgen in Q1 2019 and held it in 24 quarters.
  • Realta Investment Advisors's Amgen position peaked at $1.16M in Q1 2026.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.