SVWAG
AMGN icon

Sound View Wealth Advisors Group’s Amgen AMGN Stock Holding History

Sound View Wealth Advisors Group’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 		$9.79M Sell
27,043
-2,046
-7% -$700K 0.61% 41
2026
Q1 		$10.2M Sell
29,089
-126
-0.4% -$44.9K 0.7% 39
2025
Q4 		$9.56M Sell
29,215
-112
-0.4% -$35.5K 0.64% 39
2025
Q3 		$8.28M Sell
29,327
-338
-1% -$98K 0.57% 45
2025
Q2 		$8.28M Buy
29,665
+485
+2% +$137K 0.61% 43
2025
Q1 		$9.09M Sell
29,180
-343
-1% -$101K 0.75% 35
2024
Q4 		$7.69M Buy
29,523
+1,159
+4% +$344K 0.62% 41
2024
Q3 		$9.14M Buy
28,364
+3,038
+12% +$994K 0.75% 34
2024
Q2 		$7.91M Sell
25,326
-386
-2% -$113K 0.82% 33
2024
Q1 		$7.31M Sell
25,712
-3,343
-12% -$978K 0.78% 35
2023
Q4 		$8.37M Sell
29,055
-617
-2% -$168K 0.92% 27
2023
Q3 		$7.97M Buy
29,672
+2,394
+9% +$597K 0.99% 26
2023
Q2 		$6.06M Sell
27,278
-980
-3% -$227K 0.79% 34
2023
Q1 		$6.83M Sell
28,258
-797
-3% -$196K 0.94% 25
2022
Q4 		$8.37M Buy
29,055
+8,232
+40% +$2.21M 0.92% 27
2022
Q3 		$4.69M Sell
20,823
-439
-2% -$106K 1.05% 26
2022
Q2 		$5.17M Sell
21,262
-392
-2% -$96.1K 1.08% 27
2022
Q1 		$5.24M Sell
21,654
-27
-0.1% -$6.2K 1% 28
2021
Q4 		$4.88M Buy
21,681
+699
+3% +$148K 0.92% 33
2021
Q3 		$4.46M Sell
20,982
-18
-0.1% -$4.14K 0.93% 33
2021
Q2 		$5.12M Buy
21,000
+559
+3% +$138K 1.08% 23
2021
Q1 		$5.09M Sell
20,441
-217
-1% -$51.8K 1.18% 21
2020
Q4 		$4.75M Sell
20,658
-378
-2% -$87.2K 1.16% 24
2020
Q3 		$5.35M Sell
21,036
-183
-0.9% -$45.3K 1.41% 16
2020
Q2 		$5M Sell
21,219
-254
-1% -$58K 1.41% 15
2020
Q1 		$4.35M Buy
21,473
+4,128
+24% +$902K 1.5% 15
2019
Q4 		$4.18M Sell
17,345
-1,256
-7% -$277K 1.18% 24
2019
Q3 		$3.6M Sell
18,601
-326
-2% -$62.6K 1.07% 27
2019
Q2 		$3.49M Buy
+18,927
New +$3.39M 1.03% 29

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

Sound View Wealth Advisors Group's AMGN Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Amgen (AMGN) stake by 7% in Q2 2026, selling an estimated $700K and leaving 27,043 shares worth $9.79M. The position accounts for 0.61% of the portfolio, ranked #41.

Sound View Wealth Advisors Group first reported a position in AMGN in Q2 2019 and has held it in 29 quarters since. The position peaked at $10.2M in Q1 2026. 3,158 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Sound View Wealth Advisors Group held 27,043 shares of Amgen worth $9.79M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 2,046 Amgen shares in Q2 2026, an estimated $700K.
  • Amgen made up 0.61% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #41 holding.
  • Sound View Wealth Advisors Group first reported a position in Amgen in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Amgen position peaked at $10.2M in Q1 2026.
  • 3,158 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.