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Aprio Wealth Management’s Amgen AMGN Stock Holding History

Aprio 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 		$1.21M Sell
3,328
-31
-0.9% -$10.6K 0.06% 203
2026
Q1 		$1.18M Buy
3,359
+373
+12% +$133K 0.06% 176
2025
Q4 		$977K Buy
2,986
+1,329
+80% +$422K 0.06% 201
2025
Q3 		$468K Sell
1,657
-25
-1% -$7.25K 0.05% 233
2025
Q2 		$470K Buy
1,682
+299
+22% +$84.7K 0.05% 200
2025
Q1 		$431K Buy
1,383
+139
+11% +$41K 0.05% 198
2024
Q4 		$324K Buy
1,244
+91
+8% +$27K 0.05% 197
2024
Q3 		$372K Buy
1,153
+9
+0.8% +$2.94K 0.06% 159
2024
Q2 		$357K Buy
+1,144
New +$336K 0.07% 142

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Aprio Wealth Management reduced its Amgen (AMGN) stake by 0.92% in Q2 2026, selling an estimated $10.6K and leaving 3,328 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #203.

Aprio Wealth Management first reported a position in AMGN in Q2 2024 and has held it in 9 quarters since. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Aprio Wealth Management held 3,328 shares of Amgen worth $1.21M as of Q2 2026.
  • Aprio Wealth Management sold 31 Amgen shares in Q2 2026, an estimated $10.6K.
  • Amgen made up 0.06% of Aprio Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Aprio Wealth Management first reported a position in Amgen in Q2 2024 and has held it in 9 quarters since.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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