Wolff Financial Management’s Amgen AMGN Stock Holding History

Wolff Financial 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	$421K	Hold	1,162	–	–	0.08%	78
2026 Q1	$409K	Hold	1,162	–	–	0.09%	77
2025 Q4	$380K	Hold	1,162	–	–	0.09%	79
2025 Q3	$328K	Hold	1,162	–	–	0.08%	84
2025 Q2	$324K	Sell	1,162 -406	-26%	-$115K	0.08%	79
2025 Q1	$489K	Hold	1,568	–	–	0.14%	67
2024 Q4	$409K	Hold	1,568	–	–	0.11%	70
2024 Q3	$505K	Hold	1,568	–	–	0.14%	69
2024 Q2	$490K	Hold	1,568	–	–	0.36%	32
2024 Q1	$446K	Hold	1,568	–	–	0.13%	73
2023 Q4	$452K	Hold	1,568	–	–	0.14%	72
2023 Q3	$421K	Buy	+1,568	New	+$391K	0.14%	71
2023 Q2	–	Sell	-1,568	Closed	-$379K	–	39
2023 Q1	$379K	Hold	1,568	–	–	0.13%	80
2022 Q4	$412K	Hold	1,568	–	–	0.15%	75
2022 Q3	$353K	Hold	1,568	–	–	0.16%	81
2022 Q2	$381K	Hold	1,568	–	–	0.17%	78
2022 Q1	$379K	Hold	1,568	–	–	0.15%	85
2021 Q4	$353K	Buy	+1,568	New	+$331K	0.13%	86
2021 Q1	$390K	Buy	1,568 +406	+35%	+$96.9K	0.18%	80
2020 Q4	$267K	Hold	1,162	–	–	0.14%	81
2020 Q3	$295K	Hold	1,162	–	–	0.18%	75
2020 Q2	$274K	Hold	1,162	–	–	0.17%	74
2020 Q1	$236K	Hold	1,162	–	–	0.18%	74
2019 Q4	$280K	Hold	1,162	–	–	0.19%	71
2019 Q3	$225K	Hold	1,162	–	–	0.16%	75
2019 Q2	$214K	Buy	+1,162	New	+$208K	0.16%	80

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

Wolff Financial Management's AMGN Position: Q2 2026 in Review

Wolff Financial Management held its Amgen (AMGN) position steady in Q2 2026 at 1,162 shares worth $421K. The position accounts for 0.08% of the portfolio, ranked #78.

Wolff Financial Management first reported a position in AMGN in Q2 2019 and has held it in 26 quarters since. The position peaked at $505K in Q3 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Wolff Financial Management held 1,162 shares of Amgen worth $421K as of Q2 2026.
Wolff Financial Management left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.08% of Wolff Financial Management's portfolio in Q2 2026, its #78 holding.
Wolff Financial Management first reported a position in Amgen in Q2 2019 and has held it in 26 quarters since.
Wolff Financial Management's Amgen position peaked at $505K in Q3 2024.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.