Worth Financial Advisory Group’s Amgen AMGN Stock Holding History

Worth Financial Advisory Group’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	$677K	Buy	+1,870	New	+$640K	0.28%	82
2026 Q1	–	Sell	-1,844	Closed	-$604K	–	52
2025 Q4	$604K	Buy	1,844 +552	+43%	+$175K	0.29%	81
2025 Q3	$365K	Buy	1,292 +17	+1%	+$4.93K	0.2%	107
2025 Q2	$356K	Sell	1,275 -7	-0.5%	-$1.98K	0.22%	102
2025 Q1	$399K	Sell	1,282 -1,957	-60%	-$578K	0.25%	97
2024 Q4	$844K	Sell	3,239 -137	-4%	-$40.6K	0.52%	48
2024 Q3	$1.09M	Buy	3,376 +96	+3%	+$31.4K	0.64%	35
2024 Q2	$1.02M	Buy	3,280 +197	+6%	+$57.9K	0.67%	35
2024 Q1	$877K	Buy	3,083 +34	+1%	+$9.95K	0.61%	43
2023 Q4	$878K	Sell	3,049 -40	-1%	-$10.9K	0.7%	36
2023 Q3	$830K	Buy	3,089 +626	+25%	+$156K	0.75%	33
2023 Q2	$547K	Buy	2,463 +1,267	+106%	+$294K	0.51%	56
2023 Q1	$289K	Sell	1,196 -102	-8%	-$25K	0.28%	89
2022 Q4	$341K	Buy	+1,298	New	+$348K	0.4%	68

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

Worth Financial Advisory Group's AMGN Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Amgen (AMGN) in Q2 2026: 1,870 shares worth $677K. The stake represents 0.28% of the portfolio and ranks #82 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in AMGN as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.09M in Q3 2024. 3,156 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Worth Financial Advisory Group held 1,870 shares of Amgen worth $677K as of Q2 2026.
Amgen was a new Worth Financial Advisory Group position in Q2 2026.
Amgen made up 0.28% of Worth Financial Advisory Group's portfolio in Q2 2026, its #82 holding.
Worth Financial Advisory Group first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
Worth Financial Advisory Group's Amgen position peaked at $1.09M in Q3 2024.
3,156 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.