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Waterloo Capital’s Amgen AMGN Stock Holding History

Waterloo Capital’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 		$474K Buy
1,310
+122
+10% +$41.8K 0.03% 362
2026
Q1 		$418K Sell
1,188
-410
-26% -$146K 0.03% 339
2025
Q4 		$523K Buy
1,598
+680
+74% +$216K 0.04% 290
2025
Q3 		$259K Sell
918
-76
-8% -$22K 0.02% 384
2025
Q2 		$277K Sell
994
-96
-9% -$27.2K 0.02% 373
2025
Q1 		$340K Buy
+1,090
New +$322K 0.03% 301
2024
Q4 		– Sell
-685
Closed -$221K – 364
2024
Q3 		$221K Sell
685
-53
-7% -$17.3K 0.02% 331
2024
Q2 		$231K Buy
+738
New +$217K 0.03% 316

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 $3.38T AUM 44.17% 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

Waterloo Capital's AMGN Position: Q2 2026 in Review

Waterloo Capital increased its Amgen (AMGN) stake by 10% in Q2 2026, buying an estimated $41.8K and bringing the position to 1,310 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #362.

Waterloo Capital first reported a position in AMGN in Q2 2024 and has held it in 8 quarters since. The position peaked at $523K in Q4 2025. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Waterloo Capital held 1,310 shares of Amgen worth $474K as of Q2 2026.
  • Waterloo Capital bought 122 Amgen shares in Q2 2026, an estimated $41.8K.
  • Amgen made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #362 holding.
  • Waterloo Capital first reported a position in Amgen in Q2 2024 and has held it in 8 quarters since.
  • Waterloo Capital's Amgen position peaked at $523K in Q4 2025.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.