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Strategic Family Wealth Counselors’s Amgen AMGN Stock Holding History

Strategic Family Wealth Counselors’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 		$418K Hold
1,153
– – 0.1% 116
2026
Q1 		$406K Buy
1,153
+2
+0.2% +$713 0.11% 108
2025
Q4 		$381K Sell
1,151
-57
-5% -$18.1K 0.09% 146
2025
Q3 		$341K Buy
1,208
+1
+0.1% +$290 0.09% 119
2025
Q2 		$337K Buy
1,207
+76
+7% +$21.5K 0.1% 115
2025
Q1 		$352K Buy
1,131
+59
+6% +$17.4K 0.11% 103
2024
Q4 		$279K Buy
1,072
+4
+0.4% +$1.19K 0.09% 114
2024
Q3 		$344K Buy
1,068
+18
+2% +$5.89K 0.12% 93
2024
Q2 		$328K Hold
1,050
– – 0.12% 89
2024
Q1 		$299K Hold
1,050
– – 0.12% 86
2023
Q4 		$302K Hold
1,050
– – 0.13% 86
2023
Q3 		$282K Hold
1,050
– – 0.14% 82
2023
Q2 		$233K Buy
1,050
+5
+0.5% +$1.16K 0.11% 94
2023
Q1 		$253K Hold
1,045
– – 0.12% 88
2022
Q4 		$274K Hold
1,045
– – 0.14% 81
2022
Q3 		$236K Buy
1,045
+3
+0.3% +$727 0.12% 79
2022
Q2 		$254K Buy
1,042
+35
+3% +$8.58K 0.12% 76
2022
Q1 		$244K Sell
1,007
-6
-0.6% -$1.38K 0.1% 88
2021
Q4 		$228K Sell
1,013
-285
-22% -$60.2K 0.07% 92
2021
Q3 		$276K Buy
1,298
+400
+45% +$92.1K 0.09% 71
2021
Q2 		$219K Sell
898
-31
-3% -$7.63K 0.07% 78
2021
Q1 		$231K Buy
+929
New +$222K 0.09% 76
2020
Q4 		– Sell
-854
Closed -$217K – 83
2020
Q3 		$217K Sell
854
-56
-6% -$13.9K 0.12% 69
2020
Q2 		$215K Buy
+910
New +$208K 0.14% 70
2020
Q1 		– Sell
-887
Closed -$214K – 75
2019
Q4 		$214K Buy
+887
New +$196K 0.17% 63

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

Strategic Family Wealth Counselors's AMGN Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its Amgen (AMGN) position steady in Q2 2026 at 1,153 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #116.

Strategic Family Wealth Counselors first reported a position in AMGN in Q4 2019 and has held it in 25 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Strategic Family Wealth Counselors held 1,153 shares of Amgen worth $418K as of Q2 2026.
  • Strategic Family Wealth Counselors left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.1% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #116 holding.
  • Strategic Family Wealth Counselors first reported a position in Amgen in Q4 2019 and has held it in 25 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.