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Walser Wealth Management’s Amgen AMGN Stock Holding History

Walser 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 		$753K Buy
2,080
+199
+11% +$68.1K 0.31% 80
2026
Q1 		$662K Buy
1,881
+268
+17% +$95.5K 0.3% 65
2025
Q4 		$528K Buy
+1,613
New +$512K 0.28% 62

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

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

Walser Wealth Management increased its Amgen (AMGN) stake by 11% in Q2 2026, buying an estimated $68.1K and bringing the position to 2,080 shares worth $753K. The position accounts for 0.31% of the portfolio, ranked #80.

Walser Wealth Management first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. 3,133 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Walser Wealth Management held 2,080 shares of Amgen worth $753K as of Q2 2026.
  • Walser Wealth Management bought 199 Amgen shares in Q2 2026, an estimated $68.1K.
  • Amgen made up 0.31% of Walser Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Walser Wealth Management first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • 3,133 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.