The Wealth Group
AMGN icon

The Wealth Group’s Amgen AMGN Stock Holding History

The Wealth Group’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
Q3 		$301K Hold
747
– – 0.06% 73
2026
Q2 		$271K Hold
747
– – 0.05% 76
2026
Q1 		$263K Hold
747
– – 0.06% 70
2025
Q4 		$245K Buy
+747
New +$237K 0.05% 71
2025
Q2 		– Sell
-758
Closed -$236K – 79
2025
Q1 		$236K Buy
+758
New +$224K 0.07% 56
2024
Q4 		– Sell
-758
Closed -$244K – 66
2024
Q3 		$244K Sell
758
-10
-1% -$3.27K 0.07% 52
2024
Q2 		$240K Buy
768
+10
+1% +$2.94K 0.07% 51
2024
Q1 		$235K Sell
758
-75
-9% -$21.9K 0.07% 50
2023
Q4 		$263K Buy
+833
New +$227K 0.09% 48

Other funds holding AMGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

The Wealth Group's AMGN Position: Q3 2026 in Review

The Wealth Group held its Amgen (AMGN) position steady in Q3 2026 at 747 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #73.

The Wealth Group first reported a position in AMGN in Q4 2023 and has held it in 9 quarters since. 2,084 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • The Wealth Group held 747 shares of Amgen worth $301K as of Q3 2026.
  • The Wealth Group left its Amgen share count unchanged in Q3 2026.
  • Amgen made up 0.06% of The Wealth Group's portfolio in Q3 2026, its #73 holding.
  • The Wealth Group first reported a position in Amgen in Q4 2023 and has held it in 9 quarters since.
  • 2,084 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.