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Schneider Downs Wealth Management Advisors’s Amgen AMGN Stock Holding History

Schneider Downs Wealth Management 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 		$952K Buy
2,628
+1,128
+75% +$386K 0.09% 79
2026
Q1 		$528K Hold
1,500
– – 0.06% 99
2025
Q4 		$491K Sell
1,500
-1,200
-44% -$381K 0.06% 101
2025
Q3 		$762K Hold
2,700
– – 0.09% 76
2025
Q2 		$754K Sell
2,700
-36
-1% -$10.2K 0.11% 76
2025
Q1 		$852K Buy
2,736
+1
+0% +$295 0.15% 59
2024
Q4 		$713K Sell
2,735
-37
-1% -$11K 0.13% 65
2024
Q3 		$893K Sell
2,772
-9
-0.3% -$2.94K 0.18% 55
2024
Q2 		$869K Sell
2,781
-9
-0.3% -$2.64K 0.19% 56
2024
Q1 		$793K Buy
2,790
+1,026
+58% +$300K 0.18% 55
2023
Q4 		$508K Hold
1,764
– – 0.13% 67
2023
Q3 		$474K Buy
1,764
+60
+4% +$15K 0.11% 62
2023
Q2 		$378K Hold
1,704
– – 0.09% 73
2023
Q1 		$412K Sell
1,704
-55
-3% -$13.5K 0.08% 70
2022
Q4 		$462K Buy
1,759
+712
+68% +$191K 0.1% 70
2022
Q3 		$236K Sell
1,047
-209
-17% -$50.7K 0.07% 113
2022
Q2 		$306K Sell
1,256
-24
-2% -$5.88K 0.09% 95
2022
Q1 		$310K Buy
1,280
+60
+5% +$13.8K 0.08% 104
2021
Q4 		$274K Sell
1,220
-64
-5% -$13.5K 0.07% 124
2021
Q3 		$273K Buy
1,284
+23
+2% +$5.29K 0.07% 115
2021
Q2 		$307K Buy
1,261
+13
+1% +$3.2K 0.08% 101
2021
Q1 		$311K Buy
+1,248
New +$298K 0.08% 95
2020
Q4 		– Sell
-1,312
Closed -$333K – 95
2020
Q3 		$333K Buy
1,312
+11
+0.8% +$2.73K 0.11% 62
2020
Q2 		$307K Hold
1,301
– – 0.1% 61
2020
Q1 		$264K Buy
+1,301
New +$284K 0.1% 66

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

Schneider Downs Wealth Management Advisors's AMGN Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its Amgen (AMGN) stake by 75% in Q2 2026, buying an estimated $386K and bringing the position to 2,628 shares worth $952K. The position accounts for 0.09% of the portfolio, ranked #79.

Schneider Downs Wealth Management Advisors first reported a position in AMGN in Q1 2020 and has held it in 25 quarters since. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 2,628 shares of Amgen worth $952K as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 1,128 Amgen shares in Q2 2026, an estimated $386K.
  • Amgen made up 0.09% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #79 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Amgen in Q1 2020 and has held it in 25 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.