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Confluence Wealth Services’s Amgen AMGN Stock Holding History

Confluence Wealth Services’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 		$6.37M Buy
17,600
+11,939
+211% +$4.09M 0.18% 68
2026
Q1 		$1.99M Buy
5,661
+1,120
+25% +$399K 0.08% 115
2025
Q4 		$1.49M Sell
4,541
-5
-0.1% -$1.59K 0.06% 140
2025
Q3 		$1.28M Sell
4,546
-9
-0.2% -$2.61K 0.06% 152
2025
Q2 		$1.27M Sell
4,555
-8
-0.2% -$2.27K 0.07% 148
2025
Q1 		$1.27M Buy
4,563
+2,044
+81% +$604K 0.08% 126
2024
Q4 		$700K Buy
2,519
+87
+4% +$25.8K 0.05% 190
2024
Q3 		$783K Buy
2,432
+19
+0.8% +$6.21K 0.06% 178
2024
Q2 		$754K Buy
2,413
+1,101
+84% +$323K 0.06% 188
2024
Q1 		$373K Sell
1,312
-245
-16% -$71.7K 0.03% 246
2023
Q4 		$448K Buy
1,557
+30
+2% +$8.17K 0.05% 198
2023
Q3 		$410K Sell
1,527
-155
-9% -$38.7K 0.08% 177
2023
Q2 		$373K Sell
1,682
-135
-7% -$31.3K 0.08% 192
2023
Q1 		$439K Buy
1,817
+112
+7% +$27.5K 0.1% 154
2022
Q4 		$448K Sell
1,705
-4
-0.2% -$1.07K 0.12% 150
2022
Q3 		$385K Sell
1,709
-2,342
-58% -$568K 0.16% 152
2022
Q2 		$1.01M Buy
4,051
+158
+4% +$38.7K 0.44% 78
2022
Q1 		$941K Buy
3,893
+20
+0.5% +$4.59K 0.34% 81
2021
Q4 		$871K Buy
+3,873
New +$817K 0.28% 88

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Confluence Wealth Services's AMGN Position: Q2 2026 in Review

Confluence Wealth Services increased its Amgen (AMGN) stake by 211% in Q2 2026, buying an estimated $4.09M and bringing the position to 17,600 shares worth $6.37M. The position accounts for 0.18% of the portfolio, ranked #68.

Confluence Wealth Services first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Confluence Wealth Services held 17,600 shares of Amgen worth $6.37M as of Q2 2026.
  • Confluence Wealth Services bought 11,939 Amgen shares in Q2 2026, an estimated $4.09M.
  • Amgen made up 0.18% of Confluence Wealth Services's portfolio in Q2 2026, its #68 holding.
  • Confluence Wealth Services first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.