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StrongBox Wealth’s Amgen AMGN Stock Holding History

StrongBox Wealth’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 		$5.47M Buy
15,098
+214
+1% +$73.3K 1.56% 26
2026
Q1 		$5.24M Buy
14,884
+297
+2% +$106K 1.68% 24
2025
Q4 		$4.77M Buy
14,587
+294
+2% +$93.3K 1.57% 26
2025
Q3 		$4.03M Buy
14,293
+1,863
+15% +$540K 1.36% 29
2025
Q2 		$3.47M Buy
12,430
+1,197
+11% +$339K 1.32% 26
2025
Q1 		$3.5M Sell
11,233
-416
-4% -$123K 1.46% 26
2024
Q4 		$3.04M Buy
11,649
+42
+0.4% +$12.5K 1.29% 27
2024
Q3 		$3.74M Buy
11,607
+209
+2% +$68.4K 1.6% 25
2024
Q2 		$3.56M Buy
11,398
+4,802
+73% +$1.41M 1.68% 21
2024
Q1 		$1.88M Buy
+6,596
New +$1.93M 0.99% 35
2021
Q2 		– Sell
-824
Closed -$205K – 98
2021
Q1 		$205K Buy
+824
New +$197K 0.13% 96
2020
Q2 		– Sell
-1,243
Closed -$252K – 82
2020
Q1 		$252K Buy
+1,243
New +$272K 0.29% 71

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

StrongBox Wealth's AMGN Position: Q2 2026 in Review

StrongBox Wealth increased its Amgen (AMGN) stake by 1.4% in Q2 2026, buying an estimated $73.3K and bringing the position to 15,098 shares worth $5.47M. The position accounts for 1.56% of the portfolio, ranked #26.

StrongBox Wealth first reported a position in AMGN in Q1 2020 and has held it in 12 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • StrongBox Wealth held 15,098 shares of Amgen worth $5.47M as of Q2 2026.
  • StrongBox Wealth bought 214 Amgen shares in Q2 2026, an estimated $73.3K.
  • Amgen made up 1.56% of StrongBox Wealth's portfolio in Q2 2026, its #26 holding.
  • StrongBox Wealth first reported a position in Amgen in Q1 2020 and has held it in 12 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.