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RKL Wealth Management’s Amgen AMGN Stock Holding History

RKL Wealth Management’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 		$220K Buy
+608
New +$208K 0.02% 183
2025
Q4 		– Sell
-768
Closed -$217K – 184
2025
Q3 		$217K Sell
768
-175
-19% -$50.8K 0.02% 172
2025
Q2 		$263K Sell
943
-13
-1% -$3.68K 0.02% 163
2025
Q1 		$298K Buy
956
+3
+0.3% +$886 0.03% 152
2024
Q4 		$249K Sell
953
-400
-30% -$119K 0.02% 159
2024
Q3 		$436K Buy
1,353
+480
+55% +$157K 0.04% 113
2024
Q2 		$273K Sell
873
-22
-2% -$6.46K 0.03% 124
2024
Q1 		$255K Sell
895
-10
-1% -$2.93K 0.03% 131
2023
Q4 		$261K Buy
905
+14
+2% +$3.81K 0.03% 131
2023
Q3 		$239K Buy
+891
New +$222K 0.03% 117
2019
Q3 		– Sell
-1,102
Closed -$204K – 124
2019
Q2 		$204K Buy
+1,102
New +$197K 0.04% 125
2019
Q1 		– Sell
-1,087
Closed -$213K – 128
2018
Q4 		$213K Buy
1,087
+41
+4% +$8K 0.05% 120
2018
Q3 		$217K Sell
1,046
-71
-6% -$14K 0.05% 124
2018
Q2 		$206K Buy
+1,117
New +$198K 0.05% 126
2018
Q1 		– Sell
-1,153
Closed -$200K – 131
2017
Q4 		$200K Sell
1,153
-681
-37% -$121K 0.05% 133
2017
Q3 		$341K Sell
1,834
-62
-3% -$11K 0.1% 117
2017
Q2 		$326K Buy
1,896
+359
+23% +$58.4K 0.1% 115
2017
Q1 		$252K Buy
1,537
+13
+0.9% +$2.16K 0.1% 103
2016
Q4 		$223K Sell
1,524
-299
-16% -$45K 0.11% 91
2016
Q3 		$304K Buy
1,823
+53
+3% +$8.96K 0.15% 62
2016
Q2 		$269K Buy
+1,770
New +$275K 0.14% 64

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

RKL Wealth Management's AMGN Position: Q2 2026 in Review

RKL Wealth Management opened a new position in Amgen (AMGN) in Q2 2026: 608 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #183 among its holdings. This is a return to the name: RKL Wealth Management previously reported a position in AMGN as recently as Q3 2025.

RKL Wealth Management first reported a position in AMGN in Q2 2016 and has held it in 21 quarters since. The position peaked at $436K in Q3 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • RKL Wealth Management held 608 shares of Amgen worth $220K as of Q2 2026.
  • Amgen was a new RKL Wealth Management position in Q2 2026.
  • Amgen made up 0.02% of RKL Wealth Management's portfolio in Q2 2026, its #183 holding.
  • RKL Wealth Management first reported a position in Amgen in Q2 2016 and has held it in 21 quarters since.
  • RKL Wealth Management's Amgen position peaked at $436K in Q3 2024.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.