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Baron Wealth Management’s Amgen AMGN Stock Holding History

Baron 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 		$791K Sell
2,185
-40
-2% -$13.7K 0.21% 67
2026
Q1 		$783K Buy
2,225
+328
+17% +$117K 0.23% 58
2025
Q4 		$621K Buy
1,897
+1,041
+122% +$330K 0.19% 76
2025
Q3 		$242K Buy
+856
New +$248K 0.08% 192

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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Baron Wealth Management reduced its Amgen (AMGN) stake by 1.8% in Q2 2026, selling an estimated $13.7K and leaving 2,185 shares worth $791K. The position accounts for 0.21% of the portfolio, ranked #67.

Baron Wealth Management first reported a position in AMGN in Q3 2025 and has held it in 4 quarters since. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Baron Wealth Management held 2,185 shares of Amgen worth $791K as of Q2 2026.
  • Baron Wealth Management sold 40 Amgen shares in Q2 2026, an estimated $13.7K.
  • Amgen made up 0.21% of Baron Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Baron Wealth Management first reported a position in Amgen in Q3 2025 and has held it in 4 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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