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Antonelli Financial Advisors’s Amgen AMGN Stock Holding History

Antonelli Financial Advisors’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 		$1.14M Hold
3,149
– – 0.78% 22
2026
Q1 		$1.11M Hold
3,149
– – 0.77% 21
2025
Q4 		$1.03M Buy
3,149
+50
+2% +$15.9K 0.68% 21
2025
Q3 		$875K Sell
3,099
-50
-2% -$14.5K 0.59% 23
2025
Q2 		$879K Hold
3,149
– – 0.63% 22
2025
Q1 		$981K Hold
3,149
– – 0.79% 21
2024
Q4 		$821K Buy
+3,149
New +$934K 0.69% 22

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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Antonelli Financial Advisors's AMGN Position: Q2 2026 in Review

Antonelli Financial Advisors held its Amgen (AMGN) position steady in Q2 2026 at 3,149 shares worth $1.14M. The position accounts for 0.78% of the portfolio, ranked #22.

Antonelli Financial Advisors first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Antonelli Financial Advisors held 3,149 shares of Amgen worth $1.14M as of Q2 2026.
  • Antonelli Financial Advisors left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.78% of Antonelli Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Antonelli Financial Advisors first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.