Triad Wealth Partners
AMGN icon

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
Q3 		$890K Sell
2,111
-58
-3% -$23.1K 0.05% 226
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Triad Wealth Partners's AMGN Position: Q3 2026 in Review

Triad Wealth Partners reduced its Amgen (AMGN) stake by 2.7% in Q3 2026, selling an estimated $23.1K and leaving 2,111 shares worth $890K. The position accounts for 0.05% of the portfolio, ranked #226.

Triad Wealth Partners first reported a position in AMGN in Q2 2024 and has held it in 7 quarters since. 2,617 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Triad Wealth Partners held 2,111 shares of Amgen worth $890K as of Q3 2026.
  • Triad Wealth Partners sold 58 Amgen shares in Q3 2026, an estimated $23.1K.
  • Amgen made up 0.05% of Triad Wealth Partners's portfolio in Q3 2026, its #226 holding.
  • Triad Wealth Partners first reported a position in Amgen in Q2 2024 and has held it in 7 quarters since.
  • 2,617 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.