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Baker Tilly Wealth Management’s Amgen AMGN Stock Holding History

Baker Tilly 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 		$537K Sell
1,484
-2
-0.1% -$685 0.11% 158
2026
Q1 		$523K Buy
1,486
+14
+1% +$4.99K 0.13% 151
2025
Q4 		$482K Buy
1,472
+25
+2% +$7.93K 0.12% 163
2025
Q3 		$408K Buy
1,447
+538
+59% +$156K 0.09% 175
2025
Q2 		$254K Buy
909
+47
+5% +$13.3K 0.09% 206
2025
Q1 		$269K Buy
862
+21
+2% +$6.2K 0.11% 195
2024
Q4 		$219K Buy
841
+4
+0.5% +$1.19K 0.09% 220
2024
Q3 		$270K Sell
837
-667
-44% -$218K 0.12% 195
2024
Q2 		$470K Sell
1,504
-1,442
-49% -$424K 0.19% 129
2024
Q1 		$838K Buy
2,946
+44
+2% +$12.9K 0.15% 148
2023
Q4 		$836K Sell
2,902
-107
-4% -$29.2K 0.14% 163
2023
Q3 		$809K Sell
3,009
-1,482
-33% -$370K 0.13% 156
2023
Q2 		$997K Sell
4,491
-230
-5% -$53.4K 0.1% 198
2023
Q1 		$1.14M Sell
4,721
-1,381
-23% -$339K 0.13% 177
2022
Q4 		$1.6M Buy
6,102
+22
+0.4% +$5.9K 0.2% 120
2022
Q3 		$1.37M Sell
6,080
-31
-0.5% -$7.51K 0.19% 117
2022
Q2 		$1.49M Sell
6,111
-151
-2% -$37K 0.2% 111
2022
Q1 		$1.51M Buy
6,262
+346
+6% +$79.5K 0.17% 124
2021
Q4 		$1.33M Sell
5,916
-430
-7% -$90.8K 0.14% 152
2021
Q3 		$1.35M Buy
6,346
+335
+6% +$77.1K 0.18% 113
2021
Q2 		$1.47M Buy
6,011
+33
+0.6% +$8.12K 0.24% 91
2021
Q1 		$1.49M Buy
5,978
+1,983
+50% +$473K 0.3% 81
2020
Q4 		$919K Buy
+3,995
New +$921K 0.28% 87

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

Baker Tilly Wealth Management's AMGN Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Amgen (AMGN) stake by 0.13% in Q2 2026, selling an estimated $685 and leaving 1,484 shares worth $537K. The position accounts for 0.11% of the portfolio, ranked #158.

Baker Tilly Wealth Management first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.6M in Q4 2022. 1,338 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Baker Tilly Wealth Management held 1,484 shares of Amgen worth $537K as of Q2 2026.
  • Baker Tilly Wealth Management sold 2 Amgen shares in Q2 2026, an estimated $685.
  • Amgen made up 0.11% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Baker Tilly Wealth Management first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Amgen position peaked at $1.6M in Q4 2022.
  • 1,338 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.