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Wellington-Altus USA’s Amgen AMGN Stock Holding History

Wellington-Altus USA’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 		$28.5K Buy
81
+34
+72% +$11.6K 0.02% 429
2026
Q1 		$17K Sell
47
-34
-42% -$12.1K 0.01% 551
2025
Q4 		$26.5K Buy
+81
New +$25.7K 0.02% 430

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

Wellington-Altus USA's AMGN Position: Q2 2026 in Review

Wellington-Altus USA increased its Amgen (AMGN) stake by 72% in Q2 2026, buying an estimated $11.6K and bringing the position to 81 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #429.

Wellington-Altus USA first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. 3,160 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Wellington-Altus USA held 81 shares of Amgen worth $28.5K as of Q2 2026.
  • Wellington-Altus USA bought 34 Amgen shares in Q2 2026, an estimated $11.6K.
  • Amgen made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #429 holding.
  • Wellington-Altus USA first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • 3,160 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.