AWM
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Accurate Wealth Management’s Amgen AMGN Stock Holding History

Accurate 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 		$1.66M Buy
4,565
+867
+23% +$297K 0.16% 148
2026
Q1 		$1.3M Sell
3,698
-142
-4% -$50.6K 0.16% 145
2025
Q4 		$1.25M Sell
3,840
-27
-0.7% -$8.56K 0.16% 147
2025
Q3 		$1.14M Buy
3,867
+256
+7% +$74.2K 0.15% 147
2025
Q2 		$1.08M Buy
3,611
+676
+23% +$192K 0.17% 137
2025
Q1 		$839K Buy
2,935
+111
+4% +$32.8K 0.16% 133
2024
Q4 		$741K Buy
2,824
+99
+4% +$29.4K 0.14% 156
2024
Q3 		$886K Sell
2,725
-49
-2% -$16K 0.18% 126
2024
Q2 		$916K Buy
2,774
+21
+0.8% +$6.17K 0.22% 98
2024
Q1 		$740K Sell
2,753
-36
-1% -$10.5K 0.22% 107
2023
Q4 		$845K Sell
2,789
-135
-5% -$36.8K 0.26% 89
2023
Q3 		$832K Buy
2,924
+150
+5% +$37.4K 0.26% 85
2023
Q2 		$631K Buy
2,774
+111
+4% +$25.8K 0.2% 114
2023
Q1 		$668K Buy
2,663
+1,464
+122% +$359K 0.23% 101
2022
Q4 		$328K Sell
1,199
-430
-26% -$115K 0.12% 153
2022
Q3 		$410K Buy
1,629
+754
+86% +$183K 0.17% 107
2022
Q2 		$216K Sell
875
-140
-14% -$34.3K 0.12% 139
2022
Q1 		$245K Buy
+1,015
New +$233K 0.11% 140

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Accurate Wealth Management's AMGN Position: Q2 2026 in Review

Accurate Wealth Management increased its Amgen (AMGN) stake by 23% in Q2 2026, buying an estimated $297K and bringing the position to 4,565 shares worth $1.66M. The position accounts for 0.16% of the portfolio, ranked #148.

Accurate Wealth Management first reported a position in AMGN in Q1 2022 and has held it in 18 quarters since. 1,172 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Accurate Wealth Management held 4,565 shares of Amgen worth $1.66M as of Q2 2026.
  • Accurate Wealth Management bought 867 Amgen shares in Q2 2026, an estimated $297K.
  • Amgen made up 0.16% of Accurate Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Accurate Wealth Management first reported a position in Amgen in Q1 2022 and has held it in 18 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.