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Allen Wealth Management’s Amgen AMGN Stock Holding History

Allen 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 		$713K Sell
1,969
-375
-16% -$128K 0.35% 36
2026
Q1 		$825K Sell
2,344
-124
-5% -$44.2K 0.41% 35
2025
Q4 		$808K Sell
2,468
-10
-0.4% -$3.17K 0.49% 36
2025
Q3 		$699K Sell
2,478
-261
-10% -$75.7K 0.47% 34
2025
Q2 		$765K Sell
2,739
-20
-0.7% -$5.67K 0.53% 33
2025
Q1 		$860K Hold
2,759
– – 0.59% 32
2024
Q4 		$719K Sell
2,759
-69
-2% -$20.5K 0.52% 35
2024
Q3 		$911K Sell
2,828
-50
-2% -$16.4K 0.63% 31
2024
Q2 		$899K Buy
2,878
+59
+2% +$17.3K 0.8% 30
2024
Q1 		$801K Sell
2,819
-50
-2% -$14.6K 0.71% 34
2023
Q4 		$826K Buy
+2,869
New +$782K 0.81% 31

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Allen Wealth Management reduced its Amgen (AMGN) stake by 16% in Q2 2026, selling an estimated $128K and leaving 1,969 shares worth $713K. The position accounts for 0.35% of the portfolio, ranked #36.

Allen Wealth Management first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. The position peaked at $911K in Q3 2024. 1,456 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Allen Wealth Management held 1,969 shares of Amgen worth $713K as of Q2 2026.
  • Allen Wealth Management sold 375 Amgen shares in Q2 2026, an estimated $128K.
  • Amgen made up 0.35% of Allen Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Allen Wealth Management first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
  • Allen Wealth Management's Amgen position peaked at $911K in Q3 2024.
  • 1,456 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.