Waterford Advisors’s Amgen AMGN Stock Holding History

Waterford 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	$362K	Hold	1,000	–	–	0.1%	42
2026 Q1	$349K	Sell	1,000 -41	-4%	-$14.6K	0.11%	41
2025 Q4	$341K	Hold	1,041	–	–	0.13%	36
2025 Q3	$294K	Buy	1,041 +582	+127%	+$169K	0.1%	42
2025 Q2	$291K	Sell	459 -582	-56%	-$165K	0.11%	44
2025 Q1	$324K	Hold	1,041	–	–	0.13%	36
2024 Q4	$271K	Hold	1,041	–	–	0.14%	41
2024 Q3	$335K	Hold	1,041	–	–	0.17%	39
2024 Q2	$325K	Hold	1,041	–	–	0.14%	40
2024 Q1	$296K	Sell	1,041 -37	-3%	-$10.8K	0.13%	45
2023 Q4	$310K	Hold	1,078	–	–	0.15%	40
2023 Q3	$290K	Buy	+1,078	New	+$269K	0.16%	38
2023 Q2	–	Sell	-1,184	Closed	-$286K	–	53
2023 Q1	$286K	Buy	1,184 +6	+0.5%	+$1.47K	0.15%	41
2022 Q4	$309K	Buy	+1,178	New	+$316K	0.18%	39

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waterford Advisors's AMGN Position: Q2 2026 in Review

Waterford Advisors held its Amgen (AMGN) position steady in Q2 2026 at 1,000 shares worth $362K. The position accounts for 0.1% of the portfolio, ranked #42.

Waterford Advisors first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. 3,133 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Waterford Advisors held 1,000 shares of Amgen worth $362K as of Q2 2026.
Waterford Advisors left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.1% of Waterford Advisors's portfolio in Q2 2026, its #42 holding.
Waterford Advisors first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
3,133 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.