VWA
AMGN icon

Valued Wealth Advisors’s Amgen AMGN Stock Holding History

Valued Wealth 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
Q2 		$28.6K Buy
79
+3
+4% +$1.03K 0.01% 158
2026
Q1 		$26.8K Buy
76
+14
+23% +$4.99K 0.01% 148
2025
Q4 		$20.4K Buy
62
+6
+11% +$1.9K 0.01% 158
2025
Q3 		$15.8K Hold
56
– – 0.01% 178
2025
Q2 		$15.6K Buy
56
+5
+10% +$1.42K 0.01% 168
2025
Q1 		$16K Buy
51
+1
+2% +$295 0.01% 175
2024
Q4 		$13.1K Sell
50
-14
-22% -$4.15K 0.01% 197
2024
Q3 		$20.7K Buy
64
+9
+16% +$2.94K 0.01% 143
2024
Q2 		$17.3K Buy
55
+4
+8% +$1.18K 0.01% 141
2024
Q1 		$14.5K Buy
51
+42
+467% +$12.3K 0.01% 149
2023
Q4 		$2.42K Buy
+9
New +$2.45K ﹤0.01% 282

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

Valued Wealth Advisors's AMGN Position: Q2 2026 in Review

Valued Wealth Advisors increased its Amgen (AMGN) stake by 3.9% in Q2 2026, buying an estimated $1.03K and bringing the position to 79 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #158.

Valued Wealth Advisors first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Valued Wealth Advisors held 79 shares of Amgen worth $28.6K as of Q2 2026.
  • Valued Wealth Advisors bought 3 Amgen shares in Q2 2026, an estimated $1.03K.
  • Amgen made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • Valued Wealth Advisors first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.