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Concord Wealth Partners’s Amgen AMGN Stock Holding History

Concord 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 		$4.04M Sell
11,144
-509
-4% -$174K 0.46% 51
2026
Q1 		$4.1M Buy
11,653
+1,818
+18% +$648K 0.53% 44
2025
Q4 		$3.22M Buy
9,835
+135
+1% +$42.8K 0.42% 54
2025
Q3 		$2.74M Buy
9,700
+233
+2% +$67.6K 0.38% 59
2025
Q2 		$2.64M Sell
9,467
-448
-5% -$127K 0.39% 62
2025
Q1 		$3.09M Buy
9,915
+911
+10% +$269K 0.51% 51
2024
Q4 		$2.35M Buy
9,004
+480
+6% +$142K 0.38% 63
2024
Q3 		$2.75M Buy
8,524
+341
+4% +$112K 0.46% 53
2024
Q2 		$2.56M Buy
8,183
+270
+3% +$79.3K 0.45% 53
2024
Q1 		$2.25M Buy
7,913
+1,172
+17% +$343K 0.4% 59
2023
Q4 		$1.94M Buy
6,741
+1,809
+37% +$493K 0.39% 57
2023
Q3 		$1.33M Buy
4,932
+14
+0.3% +$3.49K 0.28% 64
2023
Q2 		$1.09M Buy
4,918
+1,510
+44% +$350K 0.24% 65
2023
Q1 		$824K Sell
3,408
-312
-8% -$76.6K 0.23% 60
2022
Q4 		$977K Sell
3,720
-327
-8% -$87.7K 0.29% 48
2022
Q3 		$912K Buy
4,047
+86
+2% +$20.8K 0.29% 52
2022
Q2 		$964K Buy
3,961
+325
+9% +$79.6K 0.26% 51
2022
Q1 		$879K Buy
3,636
+458
+14% +$105K 0.23% 59
2021
Q4 		$715K Buy
3,178
+1,917
+152% +$405K 0.18% 73
2021
Q3 		$268K Sell
1,261
-923
-42% -$212K 0.11% 69
2021
Q2 		$532K Buy
2,184
+237
+12% +$58.3K 0.15% 63
2021
Q1 		$484K Buy
1,947
+922
+90% +$220K 0.16% 60
2020
Q4 		$236K Buy
+1,025
New +$236K 0.18% 62

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Concord Wealth Partners reduced its Amgen (AMGN) stake by 4.4% in Q2 2026, selling an estimated $174K and leaving 11,144 shares worth $4.04M. The position accounts for 0.46% of the portfolio, ranked #51.

Concord Wealth Partners first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.1M in Q1 2026. 1,264 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Concord Wealth Partners held 11,144 shares of Amgen worth $4.04M as of Q2 2026.
  • Concord Wealth Partners sold 509 Amgen shares in Q2 2026, an estimated $174K.
  • Amgen made up 0.46% of Concord Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Concord Wealth Partners first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Amgen position peaked at $4.1M in Q1 2026.
  • 1,264 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.