Williams & Novak’s Amgen AMGN Stock Holding History

Williams & Novak’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	-732	Closed	-$259K	–	147
2026 Q1	$259K	Sell	732 -46	-6%	-$16.4K	0.19%	93
2025 Q4	$255K	Sell	778 -23	-3%	-$7.3K	0.19%	94
2025 Q3	$226K	Sell	801 -119	-13%	-$34.5K	0.17%	106
2025 Q2	$257K	Buy	920 +30	+3%	+$8.5K	0.22%	90
2025 Q1	$273K	Sell	890 -90	-9%	-$26.6K	0.27%	86
2024 Q4	$256K	Sell	980 -324	-25%	-$96.1K	0.25%	89
2024 Q3	$420K	Sell	1,304 -817	-39%	-$267K	0.39%	69
2024 Q2	$663K	Buy	2,121 +1,374	+184%	+$404K	0.62%	39
2024 Q1	$215K	Hold	747	–	–	0.24%	77
2023 Q4	$215K	Buy	+747	New	+$204K	0.24%	77

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

Williams & Novak's AMGN Position: Q2 2026 in Review

Williams & Novak sold out of Amgen (AMGN) in Q2 2026, closing a stake of 732 shares — an estimated $259K sold.

Williams & Novak first reported a position in AMGN in Q4 2023 and held it in 10 quarters. The position peaked at $663K in Q2 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Williams & Novak reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
Williams & Novak sold 732 Amgen shares in Q2 2026, an estimated $259K.
Williams & Novak first reported a position in Amgen in Q4 2023 and held it in 10 quarters.
Williams & Novak's Amgen position peaked at $663K in Q2 2024.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.