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BSW Wealth Partners’s Amgen AMGN Stock Holding History

BSW Wealth Partners’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 		$941K Sell
2,598
-116
-4% -$39.7K 0.1% 114
2026
Q1 		$955K Buy
2,714
+238
+10% +$84.8K 0.12% 102
2025
Q4 		$810K Buy
2,476
+5
+0.2% +$1.59K 0.1% 120
2025
Q3 		$697K Buy
2,471
+17
+0.7% +$4.93K 0.09% 132
2025
Q2 		$685K Sell
2,454
-58
-2% -$16.4K 0.09% 122
2025
Q1 		$782K Buy
2,512
+141
+6% +$41.6K 0.12% 102
2024
Q4 		$618K Buy
2,371
+81
+4% +$24K 0.09% 131
2024
Q3 		$738K Sell
2,290
-343
-13% -$112K 0.11% 105
2024
Q2 		$823K Sell
2,633
-209
-7% -$61.4K 0.14% 87
2024
Q1 		$808K Buy
2,842
+5
+0.2% +$1.46K 0.14% 93
2023
Q4 		$817K Sell
2,837
-24
-0.8% -$6.54K 0.16% 84
2023
Q3 		$769K Buy
2,861
+261
+10% +$65.1K 0.17% 78
2023
Q2 		$577K Sell
2,600
-8
-0.3% -$1.86K 0.12% 101
2023
Q1 		$631K Sell
2,608
-189
-7% -$46.4K 0.13% 112
2022
Q4 		$735K Buy
2,797
+193
+7% +$51.7K 0.16% 86
2022
Q3 		$587K Sell
2,604
-1,396
-35% -$338K 0.14% 95
2022
Q2 		$973K Sell
4,000
-254
-6% -$62.2K 0.23% 59
2022
Q1 		$1.03M Buy
4,254
+697
+20% +$160K 0.26% 52
2021
Q4 		$800K Sell
3,557
-178
-5% -$37.6K 0.2% 69
2021
Q3 		$794K Buy
3,735
+126
+3% +$29K 0.22% 59
2021
Q2 		$880K Buy
3,609
+283
+9% +$69.6K 0.24% 59
2021
Q1 		$827K Buy
3,326
+107
+3% +$25.5K 0.24% 56
2020
Q4 		$740K Buy
3,219
+343
+12% +$79.1K 0.23% 53
2020
Q3 		$731K Buy
2,876
+519
+22% +$129K 0.27% 44
2020
Q2 		$556K Sell
2,357
-134
-5% -$30.6K 0.19% 59
2020
Q1 		$505K Buy
2,491
+43
+2% +$9.39K 0.21% 51
2019
Q4 		$590K Buy
+2,448
New +$540K 0.2% 49
2019
Q3 		– Sell
-2,327
Closed -$429K – 149
2019
Q2 		$429K Buy
2,327
+71
+3% +$12.7K 0.16% 57
2019
Q1 		$429K Buy
2,256
+11
+0.5% +$2.1K 0.17% 53
2018
Q4 		$437K Hold
2,245
– – 0.17% 52
2018
Q3 		$465K Hold
2,245
– – 0.18% 49
2018
Q2 		$414K Hold
2,245
– – 0.18% 46
2018
Q1 		$383K Hold
2,245
– – 0.17% 48
2017
Q4 		$390K Buy
2,245
+13
+0.6% +$2.3K 0.16% 52
2017
Q3 		$416K Buy
2,232
+13
+0.6% +$2.3K 0.18% 44
2017
Q2 		$382K Sell
2,219
-210
-9% -$34.2K 0.17% 47
2017
Q1 		$398K Buy
2,429
+238
+11% +$39.5K 0.2% 43
2016
Q4 		$320K Buy
2,191
+1,841
+526% +$277K 0.17% 56
2016
Q3 		$2.1K Sell
350
-1,739
-83% -$294K 0.07% 66
2016
Q2 		$318K Hold
2,089
– – 0.17% 50
2016
Q1 		$313K Sell
2,089
-2
-0.1% -$297 0.18% 46
2015
Q4 		$339K Buy
2,091
+2
+0.1% +$314 0.17% 43
2015
Q3 		$289K Hold
2,089
– – 0.17% 46
2015
Q2 		$321K Hold
2,089
– – 0.2% 42
2015
Q1 		$334K Sell
2,089
-35
-2% -$5.51K 0.21% 39
2014
Q4 		$338K Buy
2,124
+35
+2% +$5.45K 0.27% 43
2014
Q3 		$293K Hold
2,089
– – 0.23% 47
2014
Q2 		$247K Hold
2,089
– – 0.19% 45
2014
Q1 		$258K Hold
2,089
– – 0.21% 41
2013
Q4 		$238K Hold
2,089
– – 0.19% 44
2013
Q3 		$234K Hold
2,089
– – 0.2% 42
2013
Q2 		$206K Buy
+2,089
New +$217K 0.18% 45

Other funds holding AMGN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BSW Wealth Partners's AMGN Position: Q2 2026 in Review

BSW Wealth Partners reduced its Amgen (AMGN) stake by 4.3% in Q2 2026, selling an estimated $39.7K and leaving 2,598 shares worth $941K. The position accounts for 0.1% of the portfolio, ranked #114.

BSW Wealth Partners first reported a position in AMGN in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.03M in Q1 2022. 577 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • BSW Wealth Partners held 2,598 shares of Amgen worth $941K as of Q2 2026.
  • BSW Wealth Partners sold 116 Amgen shares in Q2 2026, an estimated $39.7K.
  • Amgen made up 0.1% of BSW Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • BSW Wealth Partners first reported a position in Amgen in Q2 2013 and has held it in 52 quarters since.
  • BSW Wealth Partners's Amgen position peaked at $1.03M in Q1 2022.
  • 577 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.