WE
AMGN icon

Wealth Effects’s Amgen AMGN Stock Holding History

Wealth Effects’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 		$1.05M Buy
2,905
+155
+6% +$53.1K 0.28% 71
2026
Q1 		$968K Buy
2,750
+1
+0% +$356 0.34% 63
2025
Q4 		$900K Buy
2,749
+135
+5% +$42.8K 0.28% 63
2025
Q3 		$738K Buy
2,614
+1
+0% +$290 0.24% 77
2025
Q2 		$729K Buy
2,613
+1
+0% +$283 0.27% 72
2025
Q1 		$814K Sell
2,612
-107
-4% -$31.6K 0.34% 62
2024
Q4 		$709K Buy
2,719
+9
+0.3% +$2.67K 0.25% 76
2024
Q3 		$873K Buy
2,710
+1
+0% +$327 0.31% 67
2024
Q2 		$846K Buy
2,709
+1
+0% +$294 0.31% 68
2024
Q1 		$770K Hold
2,708
– – 0.28% 75
2023
Q4 		$780K Buy
2,708
+1
+0% +$272 0.29% 76
2023
Q3 		$727K Buy
2,707
+1
+0% +$250 0.36% 66
2023
Q2 		$601K Sell
2,706
-74
-3% -$17.2K 0.26% 83
2023
Q1 		$672K Buy
2,780
+1
+0% +$245 0.34% 70
2022
Q4 		$730K Sell
2,779
-199
-7% -$53.3K 0.42% 57
2022
Q3 		$671K Buy
2,978
+1
+0% +$242 0.41% 61
2022
Q2 		$724K Buy
2,977
+1
+0% +$245 0.44% 57
2022
Q1 		$720K Sell
2,976
-150
-5% -$34.5K 0.34% 66
2021
Q4 		$703K Buy
+3,126
New +$660K 0.29% 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 Effects's AMGN Position: Q2 2026 in Review

Wealth Effects increased its Amgen (AMGN) stake by 5.6% in Q2 2026, buying an estimated $53.1K and bringing the position to 2,905 shares worth $1.05M. The position accounts for 0.28% of the portfolio, ranked #71.

Wealth Effects first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Wealth Effects held 2,905 shares of Amgen worth $1.05M as of Q2 2026.
  • Wealth Effects bought 155 Amgen shares in Q2 2026, an estimated $53.1K.
  • Amgen made up 0.28% of Wealth Effects's portfolio in Q2 2026, its #71 holding.
  • Wealth Effects first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.