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Simplicity Wealth’s Amgen AMGN Stock Holding History

Simplicity Wealth’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 		$3.82M Buy
10,539
+5,802
+122% +$1.99M 0.13% 171
2026
Q1 		$1.67M Buy
4,737
+326
+7% +$116K 0.09% 210
2025
Q4 		$1.44M Buy
4,411
+968
+28% +$307K 0.09% 224
2025
Q3 		$972K Sell
3,443
-1,695
-33% -$492K 0.06% 298
2025
Q2 		$1.43M Buy
5,138
+3,886
+310% +$1.1M 0.06% 258
2025
Q1 		$390K Buy
+1,252
New +$370K 0.03% 380
2024
Q4 		– Sell
-1,587
Closed -$511K – 328
2024
Q3 		$511K Sell
1,587
-21,097
-93% -$6.9M 0.05% 288
2024
Q2 		$7.09M Buy
22,684
+457
+2% +$134K 0.16% 130
2024
Q1 		$6.32M Buy
+22,227
New +$6.5M 0.15% 138

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

Simplicity Wealth's AMGN Position: Q2 2026 in Review

Simplicity Wealth increased its Amgen (AMGN) stake by 122% in Q2 2026, buying an estimated $1.99M and bringing the position to 10,539 shares worth $3.82M. The position accounts for 0.13% of the portfolio, ranked #171.

Simplicity Wealth first reported a position in AMGN in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.09M in Q2 2024. 3,148 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Simplicity Wealth held 10,539 shares of Amgen worth $3.82M as of Q2 2026.
  • Simplicity Wealth bought 5,802 Amgen shares in Q2 2026, an estimated $1.99M.
  • Amgen made up 0.13% of Simplicity Wealth's portfolio in Q2 2026, its #171 holding.
  • Simplicity Wealth first reported a position in Amgen in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Amgen position peaked at $7.09M in Q2 2024.
  • 3,148 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.