Wescott Financial Advisory Group’s Amgen AMGN Stock Holding History

Wescott Financial Advisory 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	$259K	Sell	715 -39	-5%	-$13.3K	0.02%	175
2026 Q1	$265K	Buy	754 +54	+8%	+$19.3K	0.02%	165
2025 Q4	$229K	Buy	+700	New	+$222K	0.02%	175
2025 Q2	–	Sell	-719	Closed	-$224K	–	175
2025 Q1	$224K	Buy	+719	New	+$212K	0.02%	160
2024 Q4	–	Sell	-644	Closed	-$208K	–	175
2024 Q3	$208K	Hold	644	–	–	0.02%	165
2024 Q2	$201K	Buy	+644	New	+$189K	0.02%	160
2024 Q1	–	Sell	-772	Closed	-$222K	–	161
2023 Q4	$222K	Sell	772 -11	-1%	-$3K	0.03%	152
2023 Q3	$210K	Buy	+783	New	+$195K	0.04%	148
2023 Q2	–	Sell	-888	Closed	-$215K	–	162
2023 Q1	$215K	Buy	+888	New	+$218K	0.05%	145

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

Wescott Financial Advisory Group's AMGN Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Amgen (AMGN) stake by 5.2% in Q2 2026, selling an estimated $13.3K and leaving 715 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #175.

Wescott Financial Advisory Group first reported a position in AMGN in Q1 2023 and has held it in 9 quarters since. The position peaked at $265K in Q1 2026. 3,156 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Wescott Financial Advisory Group held 715 shares of Amgen worth $259K as of Q2 2026.
Wescott Financial Advisory Group sold 39 Amgen shares in Q2 2026, an estimated $13.3K.
Amgen made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #175 holding.
Wescott Financial Advisory Group first reported a position in Amgen in Q1 2023 and has held it in 9 quarters since.
Wescott Financial Advisory Group's Amgen position peaked at $265K in Q1 2026.
3,156 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.