Wealth Management Associates’s Amgen AMGN Stock Holding History

Wealth Management Associates’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	$1.12M	Buy	3,099 +2,500	+417%	+$856K	0.31%	61
2026 Q1	$211K	Buy	+599	New	+$214K	0.07%	225
2025 Q3	–	Sell	-848	Closed	-$237K	–	232
2025 Q2	$237K	Buy	848 +1	+0.1%	+$283	0.09%	191
2025 Q1	$264K	Hold	847	–	–	0.11%	173
2024 Q4	$221K	Buy	847 +150	+22%	+$44.5K	0.09%	188
2024 Q3	$225K	Hold	697	–	–	0.1%	187
2024 Q2	$218K	Hold	697	–	–	0.1%	183
2024 Q1	$218K	Hold	697	–	–	0.1%	183
2023 Q4	$201K	Buy	+697	New	+$190K	0.11%	189
2022 Q1	–	Sell	-2,672	Closed	-$601K	–	189
2021 Q4	$601K	Buy	+2,672	New	+$564K	0.32%	82
2020 Q1	–	Sell	-910	Closed	-$219K	–	124
2019 Q4	$219K	Buy	+910	New	+$201K	0.16%	140

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

Wealth Management Associates's AMGN Position: Q2 2026 in Review

Wealth Management Associates increased its Amgen (AMGN) stake by 417% in Q2 2026, buying an estimated $856K and bringing the position to 3,099 shares worth $1.12M. The position accounts for 0.31% of the portfolio, ranked #61.

Wealth Management Associates first reported a position in AMGN in Q4 2019 and has held it in 11 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Wealth Management Associates held 3,099 shares of Amgen worth $1.12M as of Q2 2026.
Wealth Management Associates bought 2,500 Amgen shares in Q2 2026, an estimated $856K.
Amgen made up 0.31% of Wealth Management Associates's portfolio in Q2 2026, its #61 holding.
Wealth Management Associates first reported a position in Amgen in Q4 2019 and has held it in 11 quarters since.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.