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Soltis Investment Advisors’s Amgen AMGN Stock Holding History

Soltis Investment 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 		$10.6M Buy
29,172
+1,920
+7% +$657K 0.59% 36
2026
Q1 		$9.59M Buy
27,252
+1,303
+5% +$465K 0.6% 36
2025
Q4 		$8.49M Buy
25,949
+1,047
+4% +$332K 0.56% 39
2025
Q3 		$7.03M Buy
24,902
+6,345
+34% +$1.84M 0.49% 52
2025
Q2 		$5.18M Buy
18,557
+697
+4% +$197K 0.41% 64
2025
Q1 		$5.56M Buy
17,860
+15,528
+666% +$4.59M 0.5% 54
2024
Q4 		$608K Sell
2,332
-44
-2% -$13.1K 0.06% 220
2024
Q3 		$766K Buy
2,376
+352
+17% +$115K 0.07% 174
2024
Q2 		$632K Sell
2,024
-395
-16% -$116K 0.07% 186
2024
Q1 		$688K Sell
2,419
-18
-0.7% -$5.27K 0.08% 170
2023
Q4 		$702K Buy
2,437
+61
+3% +$16.6K 0.08% 158
2023
Q3 		$639K Buy
2,376
+302
+15% +$75.4K 0.08% 159
2023
Q2 		$461K Buy
2,074
+804
+63% +$187K 0.05% 176
2023
Q1 		$307K Buy
1,270
+284
+29% +$69.7K 0.04% 209
2022
Q4 		$259K Hold
986
– – 0.03% 215
2022
Q3 		$222K Buy
986
+30
+3% +$7.27K 0.03% 211
2022
Q2 		$233K Buy
956
+44
+5% +$10.8K 0.03% 210
2022
Q1 		$221K Sell
912
-950
-51% -$218K 0.03% 232
2021
Q4 		$419K Buy
+1,862
New +$393K 0.06% 180
2021
Q3 		– Sell
-1,086
Closed -$265K – 244
2021
Q2 		$265K Sell
1,086
-2,654
-71% -$653K 0.04% 210
2021
Q1 		$931K Buy
3,740
+1,398
+60% +$334K 0.17% 104
2020
Q4 		$538K Buy
+2,342
New +$540K 0.1% 135

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

Soltis Investment Advisors's AMGN Position: Q2 2026 in Review

Soltis Investment Advisors increased its Amgen (AMGN) stake by 7% in Q2 2026, buying an estimated $657K and bringing the position to 29,172 shares worth $10.6M. The position accounts for 0.59% of the portfolio, ranked #36.

Soltis Investment Advisors first reported a position in AMGN in Q4 2020 and has held it in 22 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Soltis Investment Advisors held 29,172 shares of Amgen worth $10.6M as of Q2 2026.
  • Soltis Investment Advisors bought 1,920 Amgen shares in Q2 2026, an estimated $657K.
  • Amgen made up 0.59% of Soltis Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Soltis Investment Advisors first reported a position in Amgen in Q4 2020 and has held it in 22 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.