BankPlus Wealth Management’s Amgen AMGN Stock Holding History

BankPlus 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	$956K	Buy	2,638 +314	+14%	+$107K	0.43%	38
2026 Q1	$819K	Sell	2,324 -53	-2%	-$18.9K	0.42%	40
2025 Q4	$778K	Sell	2,377 -11	-0.5%	-$3.49K	0.43%	39
2025 Q3	$674K	Buy	2,388 +141	+6%	+$40.9K	0.4%	43
2025 Q2	$627K	Buy	2,247 +362	+19%	+$103K	0.42%	45
2025 Q1	$587K	Buy	1,885 +61	+3%	+$18K	0.43%	45
2024 Q4	$475K	Buy	+1,824	New	+$541K	0.35%	57

Other funds holding AMGN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

BankPlus Wealth Management increased its Amgen (AMGN) stake by 14% in Q2 2026, buying an estimated $107K and bringing the position to 2,638 shares worth $956K. The position accounts for 0.43% of the portfolio, ranked #38.

BankPlus Wealth Management first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. 1,456 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

BankPlus Wealth Management held 2,638 shares of Amgen worth $956K as of Q2 2026.
BankPlus Wealth Management bought 314 Amgen shares in Q2 2026, an estimated $107K.
Amgen made up 0.43% of BankPlus Wealth Management's portfolio in Q2 2026, its #38 holding.
BankPlus Wealth Management first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
1,456 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.