Forza Wealth Management’s Amgen AMGN Stock Holding History

Forza 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	$2.54M	Hold	7,018	–	–	0.78%	38
2026 Q1	$2.47M	Buy	7,018 +76	+1%	+$27.1K	0.86%	33
2025 Q4	$2.27M	Buy	6,942 +225	+3%	+$71.4K	0.82%	37
2025 Q3	$1.9M	Buy	6,717 +347	+5%	+$101K	0.73%	39
2025 Q2	$1.78M	Buy	6,370 +253	+4%	+$71.7K	0.73%	38
2025 Q1	$1.91M	Buy	6,117 +25	+0.4%	+$7.38K	0.86%	33
2024 Q4	$1.59M	Buy	6,092 +19	+0.3%	+$5.64K	0.72%	37
2024 Q3	$1.96M	Buy	6,073 +239	+4%	+$78.2K	0.9%	31
2024 Q2	$1.82M	Hold	5,834	–	–	0.94%	32
2024 Q1	$1.66M	Sell	5,834 -50	-0.8%	-$14.6K	0.86%	35
2023 Q4	$1.69M	Sell	5,884 -120	-2%	-$32.7K	0.94%	30
2023 Q3	$1.61M	Hold	6,004	–	–	0.83%	34
2023 Q2	$1.33M	Buy	6,004 +16	+0.3%	+$3.71K	0.67%	45
2023 Q1	$1.45M	Buy	5,988 +473	+9%	+$116K	0.75%	35
2022 Q4	$1.45M	Buy	+5,515	New	+$1.48M	0.96%	32

Other funds holding AMGN

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

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

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

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

Forza Wealth Management held its Amgen (AMGN) position steady in Q2 2026 at 7,018 shares worth $2.54M. The position accounts for 0.78% of the portfolio, ranked #38.

Forza Wealth Management first reported a position in AMGN in Q4 2022 and has held it in 15 quarters since. 1,372 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Forza Wealth Management held 7,018 shares of Amgen worth $2.54M as of Q2 2026.
Forza Wealth Management left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.78% of Forza Wealth Management's portfolio in Q2 2026, its #38 holding.
Forza Wealth Management first reported a position in Amgen in Q4 2022 and has held it in 15 quarters since.
1,372 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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