Altus Wealth Group
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Altus Wealth Group’s Amgen AMGN Stock Holding History

Altus Wealth 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
Q3 		$700K Sell
1,660
-6
-0.4% -$2.39K 0.26% 62
2026
Q2 		$603K Sell
1,666
-3
-0.2% -$1.03K 0.22% 81
2026
Q1 		$587K Buy
1,669
+2
+0.1% +$713 0.24% 77
2025
Q4 		$545K Sell
1,667
-5
-0.3% -$1.59K 0.22% 81
2025
Q3 		$472K Sell
1,672
-5
-0.3% -$1.45K 0.19% 90
2025
Q2 		$468K Sell
1,677
-9
-0.5% -$2.55K 0.21% 86
2025
Q1 		$525K Buy
1,686
+22
+1% +$6.5K 0.25% 75
2024
Q4 		$434K Sell
1,664
-187
-10% -$55.5K 0.19% 99
2024
Q3 		$596K Buy
1,851
+4
+0.2% +$1.31K 0.25% 80
2024
Q2 		$577K Sell
1,847
-1,470
-44% -$432K 0.29% 75
2024
Q1 		$943K Buy
3,317
+113
+4% +$33.1K 0.47% 53
2023
Q4 		$923K Buy
3,204
+308
+11% +$83.9K 0.51% 47
2023
Q3 		$778K Sell
2,896
-30
-1% -$7.49K 0.49% 51
2023
Q2 		$650K Buy
2,926
+24
+0.8% +$5.57K 0.4% 66
2023
Q1 		$702K Sell
2,902
-121
-4% -$29.7K 0.47% 54
2022
Q4 		$794K Buy
3,023
+560
+23% +$150K 0.6% 41
2022
Q3 		$524K Hold
2,463
– – 0.52% 53
2022
Q2 		$524K Sell
2,463
-121
-5% -$29.7K 0.52% 53
2022
Q1 		$625K Sell
2,584
-13
-0.5% -$2.99K 0.51% 48
2021
Q4 		$584K Buy
2,597
+134
+5% +$28.3K 0.48% 52
2021
Q3 		$524K Buy
2,463
+260
+12% +$59.8K 0.52% 53
2021
Q2 		$537K Sell
2,203
-89
-4% -$21.9K 0.52% 46
2021
Q1 		$567K Buy
2,292
+173
+8% +$41.3K 0.56% 44
2020
Q4 		$488K Buy
+2,119
New +$489K 0.47% 41

Other funds holding AMGN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Altus Wealth Group's AMGN Position: Q3 2026 in Review

Altus Wealth Group reduced its Amgen (AMGN) stake by 0.36% in Q3 2026, selling an estimated $2.39K and leaving 1,660 shares worth $700K. The position accounts for 0.26% of the portfolio, ranked #62.

Altus Wealth Group first reported a position in AMGN in Q4 2020 and has held it in 24 quarters since. The position peaked at $943K in Q1 2024. 1,813 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Altus Wealth Group held 1,660 shares of Amgen worth $700K as of Q3 2026.
  • Altus Wealth Group sold 6 Amgen shares in Q3 2026, an estimated $2.39K.
  • Amgen made up 0.26% of Altus Wealth Group's portfolio in Q3 2026, its #62 holding.
  • Altus Wealth Group first reported a position in Amgen in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's Amgen position peaked at $943K in Q1 2024.
  • 1,813 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.