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Strait & Sound Wealth Management’s Amgen AMGN Stock Holding History

Strait & Sound 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 		$1.92M Buy
5,292
+17
+0.3% +$5.82K 0.67% 39
2026
Q1 		$1.86M Sell
5,275
-34
-0.6% -$12.1K 0.69% 37
2025
Q4 		$1.74M Buy
5,309
+246
+5% +$78K 0.65% 42
2025
Q3 		$1.43M Sell
5,063
-78
-2% -$22.6K 0.55% 44
2025
Q2 		$1.44M Sell
5,141
-71
-1% -$20.1K 0.61% 39
2025
Q1 		$1.62M Buy
5,212
+682
+15% +$201K 0.75% 27
2024
Q4 		$1.18M Buy
4,530
+263
+6% +$78K 0.55% 32
2024
Q3 		$1.37M Buy
4,267
+331
+8% +$108K 0.67% 27
2024
Q2 		$1.23M Buy
3,936
+429
+12% +$126K 0.63% 26
2024
Q1 		$947K Sell
3,507
-141
-4% -$41.3K 0.53% 34
2023
Q4 		$1.11M Sell
3,648
-2
-0.1% -$545 0.69% 28
2023
Q3 		$981K Sell
3,650
-51
-1% -$12.7K 0.84% 27
2023
Q2 		$822K Sell
3,701
-357
-9% -$82.8K 0.81% 31
2023
Q1 		$981K Buy
4,058
+13
+0.3% +$3.19K 0.98% 23
2022
Q4 		$1.09M Buy
+4,045
New +$1.08M 1.19% 19

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

Strait & Sound Wealth Management's AMGN Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Amgen (AMGN) stake by 0.32% in Q2 2026, buying an estimated $5.82K and bringing the position to 5,292 shares worth $1.92M. The position accounts for 0.67% of the portfolio, ranked #39.

Strait & Sound Wealth Management first reported a position in AMGN in Q4 2022 and has held it in 15 quarters since. 3,158 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Strait & Sound Wealth Management held 5,292 shares of Amgen worth $1.92M as of Q2 2026.
  • Strait & Sound Wealth Management bought 17 Amgen shares in Q2 2026, an estimated $5.82K.
  • Amgen made up 0.67% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Strait & Sound Wealth Management first reported a position in Amgen in Q4 2022 and has held it in 15 quarters since.
  • 3,158 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.