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Triad Wealth Partners’s Amgen AMGN Stock Holding History

Triad Wealth Partners’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 		$822K Buy
2,169
+756
+54% +$259K 0.05% 228
2026
Q1 		$497K Buy
1,413
+298
+27% +$106K 0.04% 276
2025
Q4 		$365K Buy
1,115
+288
+35% +$91.4K 0.03% 340
2025
Q3 		$233K Buy
827
+89
+12% +$25.8K 0.03% 335
2025
Q2 		$206K Buy
+738
New +$209K 0.04% 284
2024
Q3 		– Sell
-410
Closed -$128K – 82
2024
Q2 		$128K Buy
+410
New +$120K 0.07% 132

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

Triad Wealth Partners's AMGN Position: Q2 2026 in Review

Triad Wealth Partners increased its Amgen (AMGN) stake by 54% in Q2 2026, buying an estimated $259K and bringing the position to 2,169 shares worth $822K. The position accounts for 0.05% of the portfolio, ranked #228.

Triad Wealth Partners first reported a position in AMGN in Q2 2024 and has held it in 6 quarters since. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Triad Wealth Partners held 2,169 shares of Amgen worth $822K as of Q2 2026.
  • Triad Wealth Partners bought 756 Amgen shares in Q2 2026, an estimated $259K.
  • Amgen made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #228 holding.
  • Triad Wealth Partners first reported a position in Amgen in Q2 2024 and has held it in 6 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.