SkyOak Wealth’s Amgen AMGN Stock Holding History

SkyOak 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	$277K	Hold	764	–	–	0.05%	195
2026 Q1	$269K	Sell	764 -169	-18%	-$60.2K	0.05%	198
2025 Q4	$305K	Hold	933	–	–	0.05%	179
2025 Q3	$263K	Hold	933	–	–	0.05%	208
2025 Q2	$261K	Hold	933	–	–	0.05%	197
2025 Q1	$291K	Sell	933 -343	-27%	-$101K	0.06%	175
2024 Q4	$333K	Buy	1,276 +500	+64%	+$148K	0.07%	159
2024 Q3	$250K	Sell	776 -8	-1%	-$2.62K	0.06%	199
2024 Q2	$245K	Buy	784 +8	+1%	+$2.35K	0.06%	202
2024 Q1	$221K	Hold	776	–	–	0.05%	221
2023 Q4	$224K	Buy	+776	New	+$211K	0.06%	215
2023 Q3	–	Sell	-1,015	Closed	-$225K	–	238
2023 Q2	$225K	Buy	+1,015	New	+$236K	0.06%	208
2020 Q1	–	Sell	-856	Closed	-$206K	–	219
2019 Q4	$206K	Buy	+856	New	+$189K	0.06%	284

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

SkyOak Wealth's AMGN Position: Q2 2026 in Review

SkyOak Wealth held its Amgen (AMGN) position steady in Q2 2026 at 764 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #195.

SkyOak Wealth first reported a position in AMGN in Q4 2019 and has held it in 13 quarters since. The position peaked at $333K in Q4 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

SkyOak Wealth held 764 shares of Amgen worth $277K as of Q2 2026.
SkyOak Wealth left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #195 holding.
SkyOak Wealth first reported a position in Amgen in Q4 2019 and has held it in 13 quarters since.
SkyOak Wealth's Amgen position peaked at $333K in Q4 2024.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.