Schrum Private Wealth Management’s Amgen AMGN Stock Holding History

Schrum Private 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	$253K	Buy	+810	New	+$277K	0.26%	91
2024 Q4	–	Sell	-1,260	Closed	-$406K	–	125
2024 Q3	$406K	Buy	1,260 +370	+42%	+$121K	0.21%	109
2024 Q2	$278K	Hold	890	–	–	0.25%	99
2024 Q1	$253K	Buy	890 +80	+10%	+$23.4K	0.23%	109
2023 Q4	$233K	Sell	810 -80	-9%	-$21.8K	0.33%	84
2023 Q3	$239K	Buy	+890	New	+$222K	0.27%	96
2023 Q2	–	Sell	-890	Closed	-$215K	–	110
2023 Q1	$215K	Buy	890 +73	+9%	+$17.9K	0.25%	102
2022 Q4	$215K	Buy	+817	New	+$219K	0.25%	104
2022 Q2	–	Sell	-817	Closed	-$203K	–	114
2022 Q1	$203K	Buy	+817	New	+$188K	0.2%	117

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Schrum Private Wealth Management's AMGN Position: Q2 2026 in Review

Schrum Private Wealth Management opened a new position in Amgen (AMGN) in Q2 2026: 810 shares worth $253K. The stake represents 0.26% of the portfolio and ranks #91 among its holdings. This is a return to the name: Schrum Private Wealth Management previously reported a position in AMGN as recently as Q3 2024.

Schrum Private Wealth Management first reported a position in AMGN in Q1 2022 and has held it in 9 quarters since. The position peaked at $406K in Q3 2024. 3,156 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Schrum Private Wealth Management held 810 shares of Amgen worth $253K as of Q2 2026.
Amgen was a new Schrum Private Wealth Management position in Q2 2026.
Amgen made up 0.26% of Schrum Private Wealth Management's portfolio in Q2 2026, its #91 holding.
Schrum Private Wealth Management first reported a position in Amgen in Q1 2022 and has held it in 9 quarters since.
Schrum Private Wealth Management's Amgen position peaked at $406K in Q3 2024.
3,156 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.