WHI Trust’s Amgen AMGN Stock Holding History

WHI Trust’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	–	Sell	-800	Closed	-$281K	–	62
2026 Q1	$281K	Hold	800	–	–	0.21%	18
2025 Q4	$262K	Buy	+800	New	+$254K	0.2%	20

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

WHI Trust's AMGN Position: Q2 2026 in Review

WHI Trust sold out of Amgen (AMGN) in Q2 2026, closing a stake of 800 shares — an estimated $281K sold.

WHI Trust first reported a position in AMGN in Q4 2025 and held it in 2 quarters. The position peaked at $281K in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

WHI Trust reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
WHI Trust sold 800 Amgen shares in Q2 2026, an estimated $281K.
WHI Trust first reported a position in Amgen in Q4 2025 and held it in 2 quarters.
WHI Trust's Amgen position peaked at $281K in Q1 2026.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on WHI Trust's 13F filing for Q2 2026, filed 11 Aug 2026.