AAS
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Annex Advisory Services’s Amgen AMGN Stock Holding History

Annex Advisory Services’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 		$4.51M Sell
12,459
-529
-4% -$181K 0.08% 109
2026
Q1 		$4.57M Buy
12,988
+231
+2% +$82.3K 0.09% 110
2025
Q4 		$4.18M Buy
12,757
+1,905
+18% +$604K 0.08% 115
2025
Q3 		$3.06M Sell
10,852
-378
-3% -$110K 0.07% 114
2025
Q2 		$3.14M Buy
11,230
+85
+0.8% +$24.1K 0.08% 112
2025
Q1 		$3.47M Sell
11,145
-4,623
-29% -$1.37M 0.1% 97
2024
Q4 		$4.11M Sell
15,768
-2,027
-11% -$601K 0.12% 93
2024
Q3 		$5.73M Sell
17,795
-336
-2% -$110K 0.18% 81
2024
Q2 		$5.66M Buy
18,131
+3,040
+20% +$893K 0.2% 77
2024
Q1 		$4.29M Buy
15,091
+285
+2% +$83.4K 0.15% 83
2023
Q4 		$4.26M Buy
+14,806
New +$4.03M 0.18% 82
2023
Q1 		– Sell
-876
Closed -$230K – 244
2022
Q4 		$230K Buy
+876
New +$235K 0.01% 221
2022
Q3 		– Sell
-854
Closed -$208K – 241
2022
Q2 		$208K Buy
+854
New +$209K 0.02% 236
2021
Q4 		– Sell
-944
Closed -$201K – 251
2021
Q3 		$201K Sell
944
-13,457
-93% -$3.1M 0.02% 204
2021
Q2 		$3.51M Buy
14,401
+657
+5% +$162K 0.28% 59
2021
Q1 		$3.42M Buy
13,744
+764
+6% +$182K 0.33% 56
2020
Q4 		$2.98M Buy
12,980
+681
+6% +$157K 0.29% 54
2020
Q3 		$3.13M Buy
12,299
+20
+0.2% +$4.96K 0.4% 30
2020
Q2 		$2.9M Buy
12,279
+623
+5% +$142K 0.4% 29
2020
Q1 		$2.36M Buy
11,656
+1,021
+10% +$223K 0.33% 32
2019
Q4 		$2.56M Buy
10,635
+421
+4% +$92.8K 0.31% 42
2019
Q3 		$1.98M Buy
10,214
+268
+3% +$51.4K 0.27% 46
2019
Q2 		$1.83M Sell
9,946
-65
-0.6% -$11.6K 0.26% 45
2019
Q1 		$1.9M Sell
10,011
-146
-1% -$27.9K 0.29% 40
2018
Q4 		$1.98M Buy
10,157
+678
+7% +$132K 0.31% 43
2018
Q3 		$1.97M Buy
9,479
+457
+5% +$90.1K 0.3% 44
2018
Q2 		$1.67M Buy
9,022
+575
+7% +$102K 0.28% 42
2018
Q1 		$1.44M Buy
8,447
+897
+12% +$165K 0.26% 44
2017
Q4 		$1.31M Buy
7,550
+398
+6% +$70.4K 0.25% 43
2017
Q3 		$1.33M Buy
7,152
+367
+5% +$65K 0.27% 33
2017
Q2 		$1.17M Buy
6,785
+1,022
+18% +$166K 0.26% 33
2017
Q1 		$946K Sell
5,763
-1,127
-16% -$187K 0.24% 36
2016
Q4 		$1.01M Buy
6,890
+2,276
+49% +$343K 0.24% 32
2016
Q3 		$770K Sell
4,614
-88
-2% -$14.9K 0.2% 40
2016
Q2 		$715K Buy
4,702
+96
+2% +$14.9K 0.19% 43
2016
Q1 		$691K Sell
4,606
-63
-1% -$9.36K 0.2% 43
2015
Q4 		$758K Buy
4,669
+339
+8% +$53.3K 0.22% 32
2015
Q3 		$599K Buy
4,330
+928
+27% +$146K 0.19% 36
2015
Q2 		$522K Buy
3,402
+847
+33% +$136K 0.17% 38
2015
Q1 		$408K Buy
2,555
+577
+29% +$90.9K 0.13% 49
2014
Q4 		$315K Buy
+1,978
New +$308K 0.1% 66

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
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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Annex Advisory Services's AMGN Position: Q2 2026 in Review

Annex Advisory Services reduced its Amgen (AMGN) stake by 4.1% in Q2 2026, selling an estimated $181K and leaving 12,459 shares worth $4.51M. The position accounts for 0.08% of the portfolio, ranked #109.

Annex Advisory Services first reported a position in AMGN in Q4 2014 and has held it in 41 quarters since. The position peaked at $5.73M in Q3 2024. 1,278 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Annex Advisory Services held 12,459 shares of Amgen worth $4.51M as of Q2 2026.
  • Annex Advisory Services sold 529 Amgen shares in Q2 2026, an estimated $181K.
  • Amgen made up 0.08% of Annex Advisory Services's portfolio in Q2 2026, its #109 holding.
  • Annex Advisory Services first reported a position in Amgen in Q4 2014 and has held it in 41 quarters since.
  • Annex Advisory Services's Amgen position peaked at $5.73M in Q3 2024.
  • 1,278 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.