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Wealth Alliance’s Amgen AMGN Stock Holding History

Wealth Alliance’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 		$4.06M Sell
11,201
-286
-2% -$97.9K 0.34% 54
2026
Q1 		$4.04M Sell
11,487
-1,941
-14% -$692K 0.4% 50
2025
Q4 		$4.4M Buy
13,428
+16
+0.1% +$5.08K 0.43% 41
2025
Q3 		$3.78M Buy
13,412
+595
+5% +$173K 0.39% 46
2025
Q2 		$3.58M Buy
12,817
+1,569
+14% +$444K 0.4% 49
2025
Q1 		$3.5M Buy
11,248
+999
+10% +$295K 0.42% 46
2024
Q4 		$2.67M Sell
10,249
-176
-2% -$52.2K 0.32% 60
2024
Q3 		$3.36M Sell
10,425
-1,355
-12% -$443K 0.4% 41
2024
Q2 		$3.68M Buy
11,780
+1,728
+17% +$508K 0.48% 33
2024
Q1 		$2.86M Buy
10,052
+1,418
+16% +$415K 0.37% 47
2023
Q4 		$2.49M Sell
8,634
-1,347
-13% -$367K 0.35% 52
2023
Q3 		$2.68M Buy
9,981
+1,370
+16% +$342K 0.42% 46
2023
Q2 		$1.91M Buy
8,611
+729
+9% +$169K 0.29% 68
2023
Q1 		$1.91M Buy
7,882
+236
+3% +$57.9K 0.31% 62
2022
Q4 		$2.01M Sell
7,646
-1,127
-13% -$302K 0.36% 54
2022
Q3 		$1.98M Buy
8,773
+660
+8% +$160K 0.39% 45
2022
Q2 		$1.97M Buy
8,113
+4,068
+101% +$997K 0.38% 54
2022
Q1 		$978K Buy
4,045
+261
+7% +$60K 0.2% 120
2021
Q4 		$851K Sell
3,784
-374
-9% -$78.9K 0.17% 135
2021
Q3 		$884K Sell
4,158
-235
-5% -$54.1K 0.2% 116
2021
Q2 		$1.07M Buy
4,393
+878
+25% +$216K 0.25% 92
2021
Q1 		$875K Sell
3,515
-635
-15% -$152K 0.25% 100
2020
Q4 		$955K Buy
4,150
+78
+2% +$18K 0.28% 77
2020
Q3 		$1.03M Buy
4,072
+9
+0.2% +$2.23K 0.37% 66
2020
Q2 		$958K Buy
4,063
+411
+11% +$93.8K 0.38% 66
2020
Q1 		$740K Buy
+3,652
New +$798K 0.4% 70

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

Wealth Alliance's AMGN Position: Q2 2026 in Review

Wealth Alliance reduced its Amgen (AMGN) stake by 2.5% in Q2 2026, selling an estimated $97.9K and leaving 11,201 shares worth $4.06M. The position accounts for 0.34% of the portfolio, ranked #54.

Wealth Alliance first reported a position in AMGN in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.4M in Q4 2025. 3,156 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Wealth Alliance held 11,201 shares of Amgen worth $4.06M as of Q2 2026.
  • Wealth Alliance sold 286 Amgen shares in Q2 2026, an estimated $97.9K.
  • Amgen made up 0.34% of Wealth Alliance's portfolio in Q2 2026, its #54 holding.
  • Wealth Alliance first reported a position in Amgen in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's Amgen position peaked at $4.4M in Q4 2025.
  • 3,156 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.