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TrueWealth Advisors’s Amgen AMGN Stock Holding History

TrueWealth Advisors’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 		$1.03M Buy
2,441
+124
+5% +$49.4K 0.23% 83
2026
Q2 		$839K Buy
2,317
+161
+7% +$55.1K 0.19% 103
2026
Q1 		$759K Buy
+2,156
New +$769K 0.19% 100
2024
Q4 		– Sell
-1,684
Closed -$543K – 224
2024
Q3 		$543K Buy
+1,684
New +$551K 0.18% 99
2023
Q4 		– Sell
-761
Closed -$204K – 198
2023
Q3 		$204K Buy
+761
New +$190K 0.09% 186

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TrueWealth Advisors's AMGN Position: Q3 2026 in Review

TrueWealth Advisors increased its Amgen (AMGN) stake by 5.4% in Q3 2026, buying an estimated $49.4K and bringing the position to 2,441 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #83.

TrueWealth Advisors first reported a position in AMGN in Q3 2023 and has held it in 5 quarters since. 2,024 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • TrueWealth Advisors held 2,441 shares of Amgen worth $1.03M as of Q3 2026.
  • TrueWealth Advisors bought 124 Amgen shares in Q3 2026, an estimated $49.4K.
  • Amgen made up 0.23% of TrueWealth Advisors's portfolio in Q3 2026, its #83 holding.
  • TrueWealth Advisors first reported a position in Amgen in Q3 2023 and has held it in 5 quarters since.
  • 2,024 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.