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Strategies Wealth Advisors’s Amgen AMGN Stock Holding History

Strategies Wealth 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 		$371K Buy
1,024
+26
+3% +$8.9K 0.03% 141
2026
Q1 		$351K Sell
998
-12
-1% -$4.28K 0.04% 127
2025
Q4 		$331K Buy
1,010
+25
+3% +$7.93K 0.03% 133
2025
Q3 		$278K Buy
+985
New +$286K 0.03% 152

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

Strategies Wealth Advisors's AMGN Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Amgen (AMGN) stake by 2.6% in Q2 2026, buying an estimated $8.9K and bringing the position to 1,024 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #141.

Strategies Wealth Advisors first reported a position in AMGN in Q3 2025 and has held it in 4 quarters since. 3,160 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Strategies Wealth Advisors held 1,024 shares of Amgen worth $371K as of Q2 2026.
  • Strategies Wealth Advisors bought 26 Amgen shares in Q2 2026, an estimated $8.9K.
  • Amgen made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • Strategies Wealth Advisors first reported a position in Amgen in Q3 2025 and has held it in 4 quarters since.
  • 3,160 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.