Appleton Partners’s Amgen AMGN Stock Holding History

Appleton Partners’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	$1.75M	Sell	4,844 -238	-5%	-$81.5K	0.11%	116
2026 Q1	$1.79M	Sell	5,082 -220	-4%	-$78.4K	0.12%	112
2025 Q4	$1.74M	Sell	5,302 -75	-1%	-$23.8K	0.11%	118
2025 Q3	$1.52M	Sell	5,377 -794	-13%	-$230K	0.1%	121
2025 Q2	$1.72M	Sell	6,171 -398	-6%	-$113K	0.12%	115
2025 Q1	$2.05M	Sell	6,569 -11,898	-64%	-$3.51M	0.16%	104
2024 Q4	$4.81M	Sell	18,467 -1,105	-6%	-$328K	0.36%	74
2024 Q3	$6.31M	Sell	19,572 -524	-3%	-$171K	0.46%	71
2024 Q2	$6.28M	Sell	20,096 -217	-1%	-$63.8K	0.48%	66
2024 Q1	$5.78M	Buy	20,313 +279	+1%	+$81.6K	0.45%	71
2023 Q4	$5.77M	Sell	20,034 -1,405	-7%	-$383K	0.47%	67
2023 Q3	$5.76M	Sell	21,439 -1,703	-7%	-$425K	0.51%	62
2023 Q2	$5.14M	Sell	23,142 -141	-0.6%	-$32.7K	0.43%	69
2023 Q1	$5.63M	Sell	23,283 -765	-3%	-$188K	0.5%	57
2022 Q4	$6.32M	Sell	24,048 -4,660	-16%	-$1.25M	0.6%	43
2022 Q3	$6.47M	Buy	28,708 +683	+2%	+$166K	0.65%	42
2022 Q2	$6.82M	Buy	28,025 +660	+2%	+$162K	0.64%	48
2022 Q1	$6.62M	Sell	27,365 -258	-0.9%	-$59.3K	0.54%	54
2021 Q4	$6.21M	Buy	27,623 +547	+2%	+$115K	0.47%	60
2021 Q3	$5.76M	Buy	27,076 +635	+2%	+$146K	0.48%	62
2021 Q2	$6.45M	Buy	26,441 +447	+2%	+$110K	0.55%	51
2021 Q1	$6.47M	Buy	25,994 +438	+2%	+$105K	0.6%	47
2020 Q4	$5.88M	Sell	25,556 -165	-0.6%	-$38K	0.58%	47
2020 Q3	$6.54M	Buy	25,721 +521	+2%	+$129K	0.72%	37
2020 Q2	$5.94M	Sell	25,200 -808	-3%	-$184K	0.71%	37
2020 Q1	$5.27M	Sell	26,008 -583	-2%	-$127K	0.73%	38
2019 Q4	$6.41M	Buy	26,591 +2,925	+12%	+$645K	0.7%	40
2019 Q3	$4.58M	Sell	23,666 -730	-3%	-$140K	0.55%	47
2019 Q2	$4.5M	Sell	24,396 -56	-0.2%	-$10K	0.56%	51
2019 Q1	$4.64M	Buy	24,452 +465	+2%	+$88.8K	0.62%	47
2018 Q4	$4.67M	Buy	23,987 +3,127	+15%	+$610K	0.7%	43
2018 Q3	$4.32M	Buy	20,860 +270	+1%	+$53.2K	0.58%	55
2018 Q2	$3.8M	Buy	20,590 +1,637	+9%	+$290K	0.54%	59
2018 Q1	$3.23M	Buy	18,953 +915	+5%	+$168K	0.49%	66
2017 Q4	$3.14M	Buy	18,038 +1,478	+9%	+$262K	0.49%	63
2017 Q3	$3.09M	Sell	16,560 -620	-4%	-$110K	0.52%	64
2017 Q2	$2.96M	Buy	17,180 +550	+3%	+$89.5K	0.5%	66
2017 Q1	$2.73M	Sell	16,630 -2,706	-14%	-$450K	0.5%	64
2016 Q4	$2.83M	Sell	19,336 -2,187	-10%	-$329K	0.57%	54
2016 Q3	$3.59M	Buy	21,523 +686	+3%	+$116K	0.68%	50
2016 Q2	$3.17M	Buy	20,837 +265	+1%	+$41.2K	0.65%	54
2016 Q1	$3.08M	Buy	20,572 +2,181	+12%	+$324K	0.61%	58
2015 Q4	$2.98M	Buy	18,391 +2,324	+14%	+$365K	0.59%	59
2015 Q3	$2.22M	Buy	16,067 +1,420	+10%	+$224K	0.51%	63
2015 Q2	$2.25M	Sell	14,647 -600	-4%	-$96.1K	0.5%	61
2015 Q1	$2.44M	Buy	15,247 +1,610	+12%	+$254K	0.55%	57
2014 Q4	$2.17M	Buy	13,637 +575	+4%	+$89.6K	0.5%	56
2014 Q3	$1.83M	Buy	13,062 +3,316	+34%	+$433K	0.43%	63
2014 Q2	$1.15M	Buy	9,746 +415	+4%	+$48K	0.27%	84
2014 Q1	$1.15M	Buy	9,331 +35	+0.4%	+$4.25K	0.27%	80
2013 Q4	$1.06M	Buy	9,296 +75	+0.8%	+$8.53K	0.25%	79
2013 Q3	$1.03M	Buy	9,221 +825	+10%	+$89.5K	0.28%	77
2013 Q2	$828K	Buy	+8,396	New	+$871K	0.24%	77

Other funds holding AMGN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Appleton Partners's AMGN Position: Q2 2026 in Review

Appleton Partners reduced its Amgen (AMGN) stake by 4.7% in Q2 2026, selling an estimated $81.5K and leaving 4,844 shares worth $1.75M. The position accounts for 0.11% of the portfolio, ranked #116.

Appleton Partners first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.82M in Q2 2022. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Appleton Partners held 4,844 shares of Amgen worth $1.75M as of Q2 2026.
Appleton Partners sold 238 Amgen shares in Q2 2026, an estimated $81.5K.
Amgen made up 0.11% of Appleton Partners's portfolio in Q2 2026, its #116 holding.
Appleton Partners first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
Appleton Partners's Amgen position peaked at $6.82M in Q2 2022.
1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.