Aspect Partners’s Amgen AMGN Stock Holding History

Aspect 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	$121K	Hold	333	–	–	0.05%	103
2026 Q1	$117K	Hold	333	–	–	0.05%	97
2025 Q4	$109K	Sell	333 -244	-42%	-$77.4K	0.05%	101
2025 Q3	$163K	Sell	577 -410	-42%	-$119K	0.07%	86
2025 Q2	$276K	Buy	987 +409	+71%	+$116K	0.14%	66
2025 Q1	$180K	Hold	578	–	–	0.1%	73
2024 Q4	$151K	Sell	578 -1	-0.2%	-$297	0.09%	80
2024 Q3	$187K	Hold	579	–	–	0.1%	69
2024 Q2	$181K	Hold	579	–	–	0.11%	74
2024 Q1	$165K	Hold	579	–	–	0.13%	75
2023 Q4	$167K	Buy	+579	New	+$158K	0.11%	73

Other funds holding AMGN

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Aspect Partners's AMGN Position: Q2 2026 in Review

Aspect Partners held its Amgen (AMGN) position steady in Q2 2026 at 333 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #103.

Aspect Partners first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. The position peaked at $276K in Q2 2025. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Aspect Partners held 333 shares of Amgen worth $121K as of Q2 2026.
Aspect Partners left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.05% of Aspect Partners's portfolio in Q2 2026, its #103 holding.
Aspect Partners first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Amgen position peaked at $276K in Q2 2025.
1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.