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SHP Wealth Management’s Amgen AMGN Stock Holding History

SHP 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 		$171K Buy
473
+35
+8% +$12K 0.01% 326
2026
Q1 		$154K Buy
438
+68
+18% +$24.2K 0.01% 316
2025
Q4 		$121K Buy
+370
New +$117K 0.01% 324

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Amgen (AMGN) stake by 8% in Q2 2026, buying an estimated $12K and bringing the position to 473 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #326.

SHP Wealth Management first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. 3,162 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • SHP Wealth Management held 473 shares of Amgen worth $171K as of Q2 2026.
  • SHP Wealth Management bought 35 Amgen shares in Q2 2026, an estimated $12K.
  • Amgen made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #326 holding.
  • SHP Wealth Management first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • 3,162 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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