Aventura Private Wealth’s Amgen AMGN Stock Holding History

Aventura Private Wealth’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	$126K	Buy	347 +50	+17%	+$17.1K	0.04%	217
2026 Q1	$104K	Hold	297	–	–	0.04%	217
2025 Q4	$97.2K	Sell	297 -63	-18%	-$20K	0.03%	217
2025 Q3	$102K	Sell	360 -179	-33%	-$51.9K	0.04%	222
2025 Q2	$150K	Hold	539	–	–	0.07%	165
2025 Q1	$168K	Buy	539 +19	+4%	+$5.61K	0.09%	146
2024 Q4	$136K	Buy	+520	New	+$154K	0.07%	159

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

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

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

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

Aventura Private Wealth's AMGN Position: Q2 2026 in Review

Aventura Private Wealth increased its Amgen (AMGN) stake by 17% in Q2 2026, buying an estimated $17.1K and bringing the position to 347 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #217.

Aventura Private Wealth first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. The position peaked at $168K in Q1 2025. 1,264 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Aventura Private Wealth held 347 shares of Amgen worth $126K as of Q2 2026.
Aventura Private Wealth bought 50 Amgen shares in Q2 2026, an estimated $17.1K.
Amgen made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #217 holding.
Aventura Private Wealth first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Amgen position peaked at $168K in Q1 2025.
1,264 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.