Certified Advisory Corp’s Amgen AMGN Stock Holding History

Certified Advisory Corp’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	$638K	Buy	1,762 +349	+25%	+$119K	0.05%	204
2026 Q1	$497K	Sell	1,413 -134	-9%	-$47.8K	0.04%	212
2025 Q4	$506K	Sell	1,547 -19	-1%	-$6.03K	0.05%	206
2025 Q3	$442K	Buy	1,566 +9	+0.6%	+$2.61K	0.04%	219
2025 Q2	$435K	Buy	1,557 +120	+8%	+$34K	0.05%	214
2025 Q1	$448K	Sell	1,437 -53	-4%	-$15.7K	0.05%	202
2024 Q4	$388K	Buy	1,490 +20	+1%	+$5.93K	0.04%	223
2024 Q3	$474K	Buy	1,470 +10	+0.7%	+$3.27K	0.05%	198
2024 Q2	$456K	Buy	1,460 +201	+16%	+$59K	0.06%	191
2024 Q1	$358K	Buy	1,259 +15	+1%	+$4.39K	0.05%	204
2023 Q4	$358K	Sell	1,244 -6,660	-84%	-$1.81M	0.05%	195
2023 Q3	$341K	Buy	7,904 +6,628	+519%	+$1.65M	0.06%	175
2023 Q2	$283K	Sell	1,276 -31	-2%	-$7.19K	0.05%	190
2023 Q1	$316K	Sell	1,307 -940	-42%	-$231K	0.06%	189
2022 Q4	$590K	Buy	2,247 +31	+1%	+$8.31K	0.12%	149
2022 Q3	$500K	Buy	2,216 +889	+67%	+$215K	0.11%	154
2022 Q2	$323K	Buy	1,327 +37	+3%	+$9.07K	0.07%	171
2022 Q1	$312K	Hold	1,290	–	–	0.07%	184
2021 Q4	$290K	Hold	1,290	–	–	0.06%	189
2021 Q3	$274K	Buy	1,290 +61	+5%	+$14K	0.07%	183
2021 Q2	$300K	Hold	1,229	–	–	0.08%	179
2021 Q1	$306K	Buy	+1,229	New	+$293K	0.08%	167
2020 Q2	$285K	Buy	1,208 +200	+20%	+$45.6K	0.09%	159
2020 Q1	$205K	Hold	1,008	–	–	0.08%	162
2019 Q4	$243K	Hold	1,008	–	–	0.08%	171
2019 Q3	$196K	Hold	1,008	–	–	0.07%	183
2019 Q2	$185K	Sell	1,008 -90	-8%	-$16.1K	0.07%	180
2019 Q1	$209K	Hold	1,098	–	–	0.09%	156
2018 Q4	$214K	Hold	1,098	–	–	0.11%	141
2018 Q3	$228K	Hold	1,098	–	–	0.11%	143
2018 Q2	$202K	Sell	1,098 -29	-3%	-$5.13K	0.11%	140
2018 Q1	$191K	Buy	1,127 +1,001	+794%	+$184K	0.11%	143
2017 Q4	$21K	Buy	+126	New	+$22.3K	0.02%	358

Other funds holding AMGN

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Certified Advisory Corp's AMGN Position: Q2 2026 in Review

Certified Advisory Corp increased its Amgen (AMGN) stake by 25% in Q2 2026, buying an estimated $119K and bringing the position to 1,762 shares worth $638K. The position accounts for 0.05% of the portfolio, ranked #204.

Certified Advisory Corp first reported a position in AMGN in Q4 2017 and has held it in 33 quarters since. 1,151 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Certified Advisory Corp held 1,762 shares of Amgen worth $638K as of Q2 2026.
Certified Advisory Corp bought 349 Amgen shares in Q2 2026, an estimated $119K.
Amgen made up 0.05% of Certified Advisory Corp's portfolio in Q2 2026, its #204 holding.
Certified Advisory Corp first reported a position in Amgen in Q4 2017 and has held it in 33 quarters since.
1,151 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.