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Williams Jones Wealth Management’s Amgen AMGN Stock Holding History

Williams Jones Wealth Management’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 		$39.9M Sell
110,298
-739
-0.7% -$253K 0.45% 48
2026
Q1 		$39.1M Sell
111,037
-690
-0.6% -$246K 0.48% 48
2025
Q4 		$36.6M Buy
111,727
+2,824
+3% +$896K 0.41% 57
2025
Q3 		$30.7M Sell
108,903
-185
-0.2% -$53.7K 0.35% 57
2025
Q2 		$30.5M Sell
109,088
-1,903
-2% -$539K 0.36% 54
2025
Q1 		$34.6M Sell
110,991
-3,413
-3% -$1.01M 0.44% 48
2024
Q4 		$29.8M Buy
114,404
+5,937
+5% +$1.76M 0.36% 51
2024
Q3 		$34.9M Buy
108,467
+15,224
+16% +$4.98M 0.41% 50
2024
Q2 		$29.1M Buy
93,243
+35,195
+61% +$10.3M 0.36% 54
2024
Q1 		$16.5M Buy
58,048
+8,187
+16% +$2.4M 0.21% 79
2023
Q4 		$14.4M Sell
49,861
-133
-0.3% -$36.2K 0.2% 81
2023
Q3 		$13.4M Sell
49,994
-6,644
-12% -$1.66M 0.21% 80
2023
Q2 		$12.6M Sell
56,638
-4,661
-8% -$1.08M 0.19% 87
2023
Q1 		$14.8M Sell
61,299
-18
-0% -$4.42K 0.23% 79
2022
Q4 		$16.1M Buy
61,317
+112
+0.2% +$30K 0.27% 75
2022
Q3 		$13.8M Sell
61,205
-265
-0.4% -$64.2K 0.24% 81
2022
Q2 		$15M Buy
61,470
+409
+0.7% +$100K 0.24% 77
2022
Q1 		$14.8M Sell
61,061
-2,027
-3% -$466K 0.21% 82
2021
Q4 		$14.2M Sell
63,088
-1,170
-2% -$247K 0.18% 84
2021
Q3 		$13.7M Buy
64,258
+52
+0.1% +$12K 0.19% 85
2021
Q2 		$15.7M Sell
64,206
-198
-0.3% -$48.7K 0.22% 80
2021
Q1 		$16M Sell
64,404
-1,259
-2% -$300K 0.25% 75
2020
Q4 		$15.1M Buy
65,663
+442
+0.7% +$102K 0.25% 72
2020
Q3 		$16.6M Buy
65,221
+333
+0.5% +$82.5K 0.31% 65
2020
Q2 		$15.3M Buy
64,888
+732
+1% +$167K 0.31% 63
2020
Q1 		$13M Buy
64,156
+461
+0.7% +$101K 0.34% 58
2019
Q4 		$15.4M Sell
63,695
-498
-0.8% -$110K 0.29% 72
2019
Q3 		$12.4M Buy
+64,193
New +$12.3M 0.25% 75

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

Williams Jones Wealth Management's AMGN Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Amgen (AMGN) stake by 0.67% in Q2 2026, selling an estimated $253K and leaving 110,298 shares worth $39.9M. The position accounts for 0.45% of the portfolio, ranked #48.

Williams Jones Wealth Management first reported a position in AMGN in Q3 2019 and has held it in 28 quarters since. 3,160 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Williams Jones Wealth Management held 110,298 shares of Amgen worth $39.9M as of Q2 2026.
  • Williams Jones Wealth Management sold 739 Amgen shares in Q2 2026, an estimated $253K.
  • Amgen made up 0.45% of Williams Jones Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Williams Jones Wealth Management first reported a position in Amgen in Q3 2019 and has held it in 28 quarters since.
  • 3,160 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.