Castle Wealth Management’s Amgen AMGN Stock Holding History

Castle 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	$1.3M	Buy	3,594 +181	+5%	+$62K	0.39%	56
2026 Q1	$1.2M	Sell	3,413 -38	-1%	-$13.5K	0.39%	58
2025 Q4	$1.13M	Sell	3,451 -675	-16%	-$214K	0.37%	56
2025 Q3	$1.16M	Buy	4,126 +114	+3%	+$33.1K	0.39%	59
2025 Q2	$1.12M	Buy	4,012 +184	+5%	+$52.1K	0.41%	57
2025 Q1	$1.19M	Buy	3,828 +147	+4%	+$43.4K	0.47%	51
2024 Q4	$959K	Buy	3,681 +177	+5%	+$52.5K	0.38%	58
2024 Q3	$1.13M	Buy	3,504 +2,207	+170%	+$722K	0.45%	52
2024 Q2	$405K	Buy	+1,297	New	+$381K	0.19%	90
2022 Q4	–	Sell	-461	Closed	-$104K	–	127
2022 Q3	$104K	Sell	461 -19	-4%	-$4.61K	0.06%	146
2022 Q2	$117K	Buy	+480	New	+$118K	0.07%	133

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Castle Wealth Management increased its Amgen (AMGN) stake by 5.3% in Q2 2026, buying an estimated $62K and bringing the position to 3,594 shares worth $1.3M. The position accounts for 0.39% of the portfolio, ranked #56.

Castle Wealth Management first reported a position in AMGN in Q2 2022 and has held it in 11 quarters since. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Castle Wealth Management held 3,594 shares of Amgen worth $1.3M as of Q2 2026.
Castle Wealth Management bought 181 Amgen shares in Q2 2026, an estimated $62K.
Amgen made up 0.39% of Castle Wealth Management's portfolio in Q2 2026, its #56 holding.
Castle Wealth Management first reported a position in Amgen in Q2 2022 and has held it in 11 quarters since.
1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.