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Wharton Business Group’s Amgen AMGN Stock Holding History

Wharton Business 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 		$425K Buy
1,173
+1
+0.1% +$342 0.01% 106
2026
Q1 		$413K Hold
1,172
– – 0.02% 104
2025
Q4 		$384K Hold
1,172
– – 0.01% 107
2025
Q3 		$331K Hold
1,172
– – 0.01% 116
2025
Q2 		$327K Sell
1,172
-4
-0.3% -$1.13K 0.01% 113
2025
Q1 		$366K Hold
1,176
– – 0.02% 108
2024
Q4 		$306K Hold
1,176
– – 0.01% 116
2024
Q3 		$379K Hold
1,176
– – 0.02% 110
2024
Q2 		$367K Buy
1,176
+52
+5% +$15.3K 0.02% 106
2024
Q1 		$320K Hold
1,124
– – 0.02% 112
2023
Q4 		$324K Hold
1,124
– – 0.02% 109
2023
Q3 		$302K Hold
1,124
– – 0.02% 116
2023
Q2 		$250K Buy
1,124
+1
+0.1% +$232 0.02% 120
2023
Q1 		$271K Sell
1,123
-1
-0.1% -$245 0.02% 123
2022
Q4 		$295K Sell
1,124
-204
-15% -$54.7K 0.02% 116
2022
Q3 		$299K Hold
1,328
– – 0.02% 111
2022
Q2 		$323K Hold
1,328
– – 0.02% 105
2022
Q1 		$321K Hold
1,328
– – 0.02% 108
2021
Q4 		$299K Buy
+1,328
New +$280K 0.02% 109
2021
Q3 		– Sell
-1,312
Closed -$320K – 69
2021
Q2 		$320K Sell
1,312
-200
-13% -$49.2K 0.03% 99
2021
Q1 		$376K Buy
1,512
+29
+2% +$6.92K 0.03% 92
2020
Q4 		$341K Hold
1,483
– – 0.03% 93
2020
Q3 		$377K Hold
1,483
– – 0.03% 80
2020
Q2 		$350K Buy
1,483
+100
+7% +$22.8K 0.03% 83
2020
Q1 		$280K Buy
1,383
+200
+17% +$43.7K 0.03% 81
2019
Q4 		$285K Buy
+1,183
New +$261K 0.03% 99

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

Wharton Business Group's AMGN Position: Q2 2026 in Review

Wharton Business Group increased its Amgen (AMGN) stake by 0.09% in Q2 2026, buying an estimated $342 and bringing the position to 1,173 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #106.

Wharton Business Group first reported a position in AMGN in Q4 2019 and has held it in 26 quarters since. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Wharton Business Group held 1,173 shares of Amgen worth $425K as of Q2 2026.
  • Wharton Business Group bought 1 Amgen share in Q2 2026, an estimated $342.
  • Amgen made up 0.01% of Wharton Business Group's portfolio in Q2 2026, its #106 holding.
  • Wharton Business Group first reported a position in Amgen in Q4 2019 and has held it in 26 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.