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Wealth Dimensions Group’s Amgen AMGN Stock Holding History

Wealth Dimensions Group’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 		$1.17M Buy
3,220
+14
+0.4% +$4.79K 0.21% 60
2026
Q1 		$1.13M Sell
3,206
-37
-1% -$13.2K 0.22% 55
2025
Q4 		$1.06M Sell
3,243
-365
-10% -$116K 0.21% 62
2025
Q3 		$1.02M Sell
3,608
-25
-0.7% -$7.25K 0.21% 63
2025
Q2 		$1.01M Buy
3,633
+2
+0.1% +$567 0.22% 61
2025
Q1 		$1.13M Sell
3,631
-18
-0.5% -$5.32K 0.27% 51
2024
Q4 		$951K Buy
3,649
+175
+5% +$51.9K 0.23% 57
2024
Q3 		$1.12M Sell
3,474
-125
-3% -$40.9K 0.28% 45
2024
Q2 		$1.12M Sell
3,599
-125
-3% -$36.7K 0.32% 39
2024
Q1 		$1.06M Sell
3,724
-48
-1% -$14K 0.31% 41
2023
Q4 		$1.09M Sell
3,772
-46
-1% -$12.5K 0.34% 40
2023
Q3 		$1.03M Buy
3,818
+62
+2% +$15.5K 0.37% 39
2023
Q2 		$834K Buy
3,756
+4
+0.1% +$928 0.3% 46
2023
Q1 		$907K Buy
3,752
+459
+14% +$113K 0.35% 40
2022
Q4 		$865K Sell
3,293
-574
-15% -$154K 0.35% 45
2022
Q3 		$872K Buy
3,867
+30
+0.8% +$7.27K 0.43% 37
2022
Q2 		$934K Buy
3,837
+7
+0.2% +$1.72K 0.44% 35
2022
Q1 		$926K Buy
3,830
+8
+0.2% +$1.84K 0.43% 39
2021
Q4 		$860K Sell
3,822
-85
-2% -$17.9K 0.42% 39
2021
Q3 		$831K Buy
3,907
+8
+0.2% +$1.84K 0.53% 36
2021
Q2 		$950K Sell
3,899
-66
-2% -$16.2K 0.64% 29
2021
Q1 		$987K Buy
3,965
+41
+1% +$9.78K 0.77% 26
2020
Q4 		$902K Buy
+3,924
New +$905K 0.78% 23

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 Dimensions Group's AMGN Position: Q2 2026 in Review

Wealth Dimensions Group increased its Amgen (AMGN) stake by 0.44% in Q2 2026, buying an estimated $4.79K and bringing the position to 3,220 shares worth $1.17M. The position accounts for 0.21% of the portfolio, ranked #60.

Wealth Dimensions Group first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Wealth Dimensions Group held 3,220 shares of Amgen worth $1.17M as of Q2 2026.
  • Wealth Dimensions Group bought 14 Amgen shares in Q2 2026, an estimated $4.79K.
  • Amgen made up 0.21% of Wealth Dimensions Group's portfolio in Q2 2026, its #60 holding.
  • Wealth Dimensions Group first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.