Spartan Planning & Wealth Management’s Amgen AMGN Stock Holding History

Spartan Planning & 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	$354K	Sell	977 -322	-25%	-$110K	0.24%	60
2026 Q1	$457K	Buy	1,299 +248	+24%	+$88.4K	0.34%	40
2025 Q4	$344K	Buy	+1,051	New	+$333K	0.25%	54
2025 Q2	–	Sell	-760	Closed	-$237K	–	78
2025 Q1	$237K	Buy	+760	New	+$224K	0.23%	59
2023 Q4	$310K	Sell	1,077 -194	-15%	-$52.9K	0.33%	39
2023 Q3	$342K	Buy	+1,271	New	+$317K	0.4%	38
2022 Q4	$420K	Buy	+1,599	New	+$429K	0.52%	29
2022 Q3	–	Sell	-1,831	Closed	-$445K	–	72
2022 Q2	$445K	Buy	1,831 +729	+66%	+$179K	0.59%	20
2022 Q1	$266K	Buy	+1,102	New	+$253K	0.33%	41

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

Spartan Planning & Wealth Management's AMGN Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Amgen (AMGN) stake by 25% in Q2 2026, selling an estimated $110K and leaving 977 shares worth $354K. The position accounts for 0.24% of the portfolio, ranked #60.

Spartan Planning & Wealth Management first reported a position in AMGN in Q1 2022 and has held it in 9 quarters since. The position peaked at $457K in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Spartan Planning & Wealth Management held 977 shares of Amgen worth $354K as of Q2 2026.
Spartan Planning & Wealth Management sold 322 Amgen shares in Q2 2026, an estimated $110K.
Amgen made up 0.24% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #60 holding.
Spartan Planning & Wealth Management first reported a position in Amgen in Q1 2022 and has held it in 9 quarters since.
Spartan Planning & Wealth Management's Amgen position peaked at $457K in Q1 2026.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.