AIM
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Avity Investment Management’s Amgen AMGN Stock Holding History

Avity Investment 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 		$27.6M Buy
76,186
+3,807
+5% +$1.3M 1.76% 24
2026
Q1 		$25.5M Buy
72,379
+1,458
+2% +$520K 1.85% 25
2025
Q4 		$23.2M Sell
70,921
-2,452
-3% -$778K 1.63% 26
2025
Q3 		$20.7M Sell
73,373
-32,766
-31% -$9.5M 1.45% 30
2025
Q2 		$29.6M Buy
106,139
+3,630
+4% +$1.03M 2.2% 23
2025
Q1 		$31.9M Sell
102,509
-257
-0.3% -$75.9K 2.58% 19
2024
Q4 		$26.8M Sell
102,766
-7,865
-7% -$2.33M 2.1% 25
2024
Q3 		$35.6M Sell
110,631
-6,609
-6% -$2.16M 2.78% 22
2024
Q2 		$36.6M Sell
117,240
-1,302
-1% -$383K 2.95% 19
2024
Q1 		$33.7M Sell
118,542
-2,278
-2% -$667K 2.79% 21
2023
Q4 		$34.8M Buy
120,820
+5,190
+4% +$1.41M 3.12% 16
2023
Q3 		$31.1M Sell
115,630
-7,942
-6% -$1.98M 3.11% 16
2023
Q2 		$27.4M Buy
123,572
+1,054
+0.9% +$245K 2.54% 21
2023
Q1 		$29.6M Buy
122,518
+5,344
+5% +$1.31M 2.88% 20
2022
Q4 		$30.8M Buy
117,174
+3,062
+3% +$821K 3.14% 14
2022
Q3 		$25.7M Buy
114,112
+43,130
+61% +$10.5M 2.79% 21
2022
Q2 		$17.3M Buy
70,982
+68,257
+2,505% +$16.7M 1.77% 28
2022
Q1 		$659K Sell
2,725
-25
-0.9% -$5.74K 0.06% 56
2021
Q4 		$619K Hold
2,750
– – 0.05% 54
2021
Q3 		$585K Hold
2,750
– – 0.05% 51
2021
Q2 		$670K Sell
2,750
-100
-4% -$24.6K 0.06% 47
2021
Q1 		$709K Sell
2,850
-300
-10% -$71.6K 0.06% 46
2020
Q4 		$724K Hold
3,150
– – 0.07% 45
2020
Q3 		$801K Sell
3,150
-50
-2% -$12.4K 0.08% 43
2020
Q2 		$755K Sell
3,200
-50
-2% -$11.4K 0.08% 43
2020
Q1 		$659K Sell
3,250
-250
-7% -$54.6K 0.09% 42
2019
Q4 		$844K Buy
3,500
+100
+3% +$22K 0.09% 41
2019
Q3 		$658K Buy
3,400
+375
+12% +$72K 0.08% 41
2019
Q2 		$557K Buy
+3,025
New +$542K 0.07% 44
2015
Q4 		– Sell
-1,595
Closed -$239K – 69
2015
Q3 		$239K Buy
+1,595
New +$251K 0.04% 61

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Avity Investment Management's AMGN Position: Q2 2026 in Review

Avity Investment Management increased its Amgen (AMGN) stake by 5.3% in Q2 2026, buying an estimated $1.3M and bringing the position to 76,186 shares worth $27.6M. The position accounts for 1.76% of the portfolio, ranked #24.

Avity Investment Management first reported a position in AMGN in Q3 2015 and has held it in 30 quarters since. The position peaked at $36.6M in Q2 2024. 1,209 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Avity Investment Management held 76,186 shares of Amgen worth $27.6M as of Q2 2026.
  • Avity Investment Management bought 3,807 Amgen shares in Q2 2026, an estimated $1.3M.
  • Amgen made up 1.76% of Avity Investment Management's portfolio in Q2 2026, its #24 holding.
  • Avity Investment Management first reported a position in Amgen in Q3 2015 and has held it in 30 quarters since.
  • Avity Investment Management's Amgen position peaked at $36.6M in Q2 2024.
  • 1,209 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.