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William Mack & Associates’s Amgen AMGN Stock Holding History

William Mack & 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 		$308K Buy
+850
New +$291K 0.11% 78
2026
Q1 		– Sell
-708
Closed -$232K – 75
2025
Q4 		$232K Buy
+708
New +$225K 0.11% 77
2025
Q2 		– Sell
-708
Closed -$221K – 79
2025
Q1 		$221K Buy
+708
New +$209K 0.19% 64

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

William Mack & Associates's AMGN Position: Q2 2026 in Review

William Mack & Associates opened a new position in Amgen (AMGN) in Q2 2026: 850 shares worth $308K. The stake represents 0.11% of the portfolio and ranks #78 among its holdings. This is a return to the name: William Mack & Associates previously reported a position in AMGN as recently as Q4 2025.

William Mack & Associates first reported a position in AMGN in Q1 2025 and has held it in 3 quarters since. 3,146 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • William Mack & Associates held 850 shares of Amgen worth $308K as of Q2 2026.
  • Amgen was a new William Mack & Associates position in Q2 2026.
  • Amgen made up 0.11% of William Mack & Associates's portfolio in Q2 2026, its #78 holding.
  • William Mack & Associates first reported a position in Amgen in Q1 2025 and has held it in 3 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.