Core Wealth Partners’s Amgen AMGN Stock Holding History

Core 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	$203K	Buy	+562	New	+$192K	0.09%	179
2025 Q2	–	Sell	-853	Closed	-$266K	–	177
2025 Q1	$266K	Sell	853 -516	-38%	-$152K	0.15%	132
2024 Q4	$357K	Sell	1,369 -132	-9%	-$39.2K	0.2%	106
2024 Q3	$484K	Buy	1,501 +449	+43%	+$147K	0.29%	75
2024 Q2	$329K	Sell	1,052 -1	-0.1%	-$294	0.22%	92
2024 Q1	$299K	Buy	1,053 +78	+8%	+$22.8K	0.23%	88
2023 Q4	$281K	Buy	975 +25	+3%	+$6.81K	0.23%	83
2023 Q3	$255K	Hold	950	–	–	0.23%	85
2023 Q2	$211K	Buy	950 +100	+12%	+$23.2K	0.19%	101
2023 Q1	$205K	Buy	+850	New	+$209K	0.21%	91

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

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

Core Wealth Partners opened a new position in Amgen (AMGN) in Q2 2026: 562 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #179 among its holdings. This is a return to the name: Core Wealth Partners previously reported a position in AMGN as recently as Q1 2025.

Core Wealth Partners first reported a position in AMGN in Q1 2023 and has held it in 10 quarters since. The position peaked at $484K in Q3 2024. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Core Wealth Partners held 562 shares of Amgen worth $203K as of Q2 2026.
Amgen was a new Core Wealth Partners position in Q2 2026.
Amgen made up 0.09% of Core Wealth Partners's portfolio in Q2 2026, its #179 holding.
Core Wealth Partners first reported a position in Amgen in Q1 2023 and has held it in 10 quarters since.
Core Wealth Partners's Amgen position peaked at $484K in Q3 2024.
1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.