AWM
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Avior Wealth Management’s Amgen AMGN Stock Holding History

Avior 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 		$747K Sell
2,063
-187
-8% -$64K 0.02% 426
2026
Q1 		$792K Buy
2,250
+364
+19% +$130K 0.02% 415
2025
Q4 		$617K Buy
1,886
+666
+55% +$211K 0.02% 413
2025
Q3 		$344K Sell
1,220
-3
-0.2% -$870 0.01% 554
2025
Q2 		$341K Sell
1,223
-1,260
-51% -$357K 0.01% 536
2025
Q1 		$774K Buy
2,483
+613
+33% +$181K 0.03% 313
2024
Q4 		$487K Sell
1,870
-1,856
-50% -$551K 0.02% 450
2024
Q3 		$1.2M Buy
3,726
+18
+0.5% +$5.89K 0.05% 252
2024
Q2 		$1.16M Sell
3,708
-1,525
-29% -$448K 0.05% 238
2024
Q1 		$1.49M Buy
5,233
+1,204
+30% +$352K 0.07% 208
2023
Q4 		$1.16M Sell
4,029
-282
-7% -$76.8K 0.07% 184
2023
Q3 		$1.16M Buy
4,311
+1,206
+39% +$301K 0.08% 172
2023
Q2 		$690K Sell
3,105
-78
-2% -$18.1K 0.04% 271
2023
Q1 		$770K Buy
3,183
+1,018
+47% +$250K 0.05% 240
2022
Q4 		$569K Buy
2,165
+244
+13% +$65.4K 0.04% 273
2022
Q3 		$432K Hold
1,921
– – 0.04% 306
2022
Q2 		$467K Sell
1,921
-35
-2% -$8.58K 0.05% 264
2022
Q1 		$472K Buy
1,956
+35
+2% +$8.04K 0.04% 305
2021
Q4 		$432K Hold
1,921
– – 0.04% 347
2021
Q3 		$408K Sell
1,921
-4,378
-70% -$1.01M 0.03% 344
2021
Q2 		$1.53M Sell
6,299
-15
-0.2% -$3.69K 0.15% 127
2021
Q1 		$1.57M Buy
6,314
+64
+1% +$15.3K 0.17% 123
2020
Q4 		$1.44M Sell
6,250
-473
-7% -$109K 0.18% 119
2020
Q3 		$1.71M Buy
6,723
+1,419
+27% +$352K 0.24% 96
2020
Q2 		$1.25M Sell
5,304
-2,185
-29% -$499K 0.2% 121
2020
Q1 		$1.52M Sell
7,489
-41
-0.5% -$8.96K 0.3% 88
2019
Q4 		$1.81M Buy
7,530
+1,051
+16% +$232K 0.29% 89
2019
Q3 		$1.25M Sell
6,479
-292
-4% -$56K 0.22% 105
2019
Q2 		$1.25M Sell
6,771
-546
-7% -$97.8K 0.22% 103
2019
Q1 		$1.39M Buy
7,317
+14
+0.2% +$2.67K 0.29% 87
2018
Q4 		$1.42M Sell
7,303
-785
-10% -$153K 0.34% 74
2018
Q3 		$1.68M Sell
8,088
-88
-1% -$17.3K 0.36% 74
2018
Q2 		$1.51M Buy
8,176
+151
+2% +$26.7K 0.34% 77
2018
Q1 		$1.37M Sell
8,025
-627
-7% -$115K 0.32% 84
2017
Q4 		$1.5M Buy
8,652
+2,507
+41% +$444K 0.34% 81
2017
Q3 		$1.15M Buy
6,145
+350
+6% +$62K 0.38% 89
2017
Q2 		$998K Buy
5,795
+4,945
+582% +$804K 0.41% 80
2017
Q1 		$139K Buy
850
+813
+2,197% +$135K 0.05% 161
2016
Q4 		$5K Buy
+37
New +$5.57K ﹤0.01% 381
2016
Q2 		– Sell
-94
Closed -$14K – 463
2016
Q1 		$14K Buy
94
+24
+34% +$3.57K 0.01% 321
2015
Q4 		$11K Buy
+70
New +$11K 0.01% 307

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
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Avior Wealth Management reduced its Amgen (AMGN) stake by 8.3% in Q2 2026, selling an estimated $64K and leaving 2,063 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #426.

Avior Wealth Management first reported a position in AMGN in Q4 2015 and has held it in 41 quarters since. The position peaked at $1.81M in Q4 2019. 1,447 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Avior Wealth Management held 2,063 shares of Amgen worth $747K as of Q2 2026.
  • Avior Wealth Management sold 187 Amgen shares in Q2 2026, an estimated $64K.
  • Amgen made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Avior Wealth Management first reported a position in Amgen in Q4 2015 and has held it in 41 quarters since.
  • Avior Wealth Management's Amgen position peaked at $1.81M in Q4 2019.
  • 1,447 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.