TRB Wealth Management’s Amgen AMGN Stock Holding History

TRB 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	$625K	Hold	1,725	–	–	0.08%	123
2026 Q1	$607K	Buy	+1,725	New	+$615K	0.09%	126

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRB Wealth Management's AMGN Position: Q2 2026 in Review

TRB Wealth Management held its Amgen (AMGN) position steady in Q2 2026 at 1,725 shares worth $625K. The position accounts for 0.08% of the portfolio, ranked #123.

TRB Wealth Management first reported a position in AMGN in Q1 2026 and has held it in 2 quarters since. 3,132 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

TRB Wealth Management held 1,725 shares of Amgen worth $625K as of Q2 2026.
TRB Wealth Management left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.08% of TRB Wealth Management's portfolio in Q2 2026, its #123 holding.
TRB Wealth Management first reported a position in Amgen in Q1 2026 and has held it in 2 quarters since.
3,132 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.