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Waddell & Associates’s Amgen AMGN Stock Holding History

Waddell & Associates’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 		$299K Buy
826
+245
+42% +$83.9K 0.01% 405
2026
Q1 		$204K Buy
+581
New +$207K 0.01% 420
2023
Q2 		– Sell
-831
Closed -$201K – 169
2023
Q1 		$201K Buy
+831
New +$204K 0.03% 147
2022
Q3 		– Sell
-827
Closed -$201K – 142
2022
Q2 		$201K Buy
+827
New +$203K 0.04% 136

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

Waddell & Associates's AMGN Position: Q2 2026 in Review

Waddell & Associates increased its Amgen (AMGN) stake by 42% in Q2 2026, buying an estimated $83.9K and bringing the position to 826 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #405.

Waddell & Associates first reported a position in AMGN in Q2 2022 and has held it in 4 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Waddell & Associates held 826 shares of Amgen worth $299K as of Q2 2026.
  • Waddell & Associates bought 245 Amgen shares in Q2 2026, an estimated $83.9K.
  • Amgen made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #405 holding.
  • Waddell & Associates first reported a position in Amgen in Q2 2022 and has held it in 4 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.