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Vertrix Wealth Management’s Amgen AMGN Stock Holding History

Vertrix Wealth Management’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 		$5.81M Buy
16,032
+576
+4% +$197K 1.95% 13
2026
Q1 		$5.44M Buy
+15,456
New +$5.51M 2% 13

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

Vertrix Wealth Management's AMGN Position: Q2 2026 in Review

Vertrix Wealth Management increased its Amgen (AMGN) stake by 3.7% in Q2 2026, buying an estimated $197K and bringing the position to 16,032 shares worth $5.81M. The position accounts for 1.95% of the portfolio, ranked #13.

Vertrix Wealth Management first reported a position in AMGN in Q1 2026 and has held it in 2 quarters since. 3,133 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Vertrix Wealth Management held 16,032 shares of Amgen worth $5.81M as of Q2 2026.
  • Vertrix Wealth Management bought 576 Amgen shares in Q2 2026, an estimated $197K.
  • Amgen made up 1.95% of Vertrix Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Vertrix Wealth Management first reported a position in Amgen in Q1 2026 and has held it in 2 quarters since.
  • 3,133 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.