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Tred Avon Family Wealth’s Amgen AMGN Stock Holding History

Tred Avon Family 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 		$463K Sell
1,278
-45
-3% -$15.4K 0.14% 186
2026
Q1 		$465K Buy
1,323
+46
+4% +$16.4K 0.15% 178
2025
Q4 		$418K Hold
1,277
– – 0.14% 171
2025
Q3 		$360K Buy
+1,277
New +$370K 0.12% 187

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's AMGN Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Amgen (AMGN) stake by 3.4% in Q2 2026, selling an estimated $15.4K and leaving 1,278 shares worth $463K. The position accounts for 0.14% of the portfolio, ranked #186.

Tred Avon Family Wealth first reported a position in AMGN in Q3 2025 and has held it in 4 quarters since. The position peaked at $465K in Q1 2026. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Tred Avon Family Wealth held 1,278 shares of Amgen worth $463K as of Q2 2026.
  • Tred Avon Family Wealth sold 45 Amgen shares in Q2 2026, an estimated $15.4K.
  • Amgen made up 0.14% of Tred Avon Family Wealth's portfolio in Q2 2026, its #186 holding.
  • Tred Avon Family Wealth first reported a position in Amgen in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Amgen position peaked at $465K in Q1 2026.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.