GoalVest Advisory’s Amgen AMGN Stock Holding History

GoalVest Advisory’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	$70.6K	Sell	195 -955	-83%	-$327K	0.01%	181
2026 Q1	$405K	Sell	1,150 -31	-3%	-$11.1K	0.08%	108
2025 Q4	$387K	Hold	1,181	–	–	0.07%	113
2025 Q3	$333K	Buy	1,181 +50	+4%	+$14.5K	0.07%	110
2025 Q2	$316K	Sell	1,131 -3	-0.3%	-$850	0.08%	104
2025 Q1	$353K	Sell	1,134 -68	-6%	-$20.1K	0.1%	92
2024 Q4	$313K	Buy	1,202 +600	+100%	+$178K	0.09%	98
2024 Q3	$194K	Sell	602 -80	-12%	-$26.2K	0.06%	108
2024 Q2	$213K	Buy	682 +145	+27%	+$42.6K	0.07%	97
2024 Q1	$153K	Buy	537 +367	+216%	+$107K	0.05%	125
2023 Q4	$49K	Buy	170 +81	+91%	+$22.1K	0.02%	140
2023 Q3	$23.9K	Hold	89	–	–	0.01%	201
2023 Q2	$19.8K	Buy	+89	New	+$20.7K	0.01%	202
2022 Q2	–	Sell	-6	Closed	-$1K	–	312
2022 Q1	$1K	Buy	+6	New	+$1.38K	﹤0.01%	306
2021 Q1	–	Sell	-1,767	Closed	-$406K	–	175
2020 Q4	$406K	Buy	+1,767	New	+$407K	0.34%	83

Other funds holding AMGN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

GoalVest Advisory's AMGN Position: Q2 2026 in Review

GoalVest Advisory reduced its Amgen (AMGN) stake by 83% in Q2 2026, selling an estimated $327K and leaving 195 shares worth $70.6K. The position accounts for 0.01% of the portfolio, ranked #181.

GoalVest Advisory first reported a position in AMGN in Q4 2020 and has held it in 15 quarters since. The position peaked at $406K in Q4 2020. 1,447 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

GoalVest Advisory held 195 shares of Amgen worth $70.6K as of Q2 2026.
GoalVest Advisory sold 955 Amgen shares in Q2 2026, an estimated $327K.
Amgen made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #181 holding.
GoalVest Advisory first reported a position in Amgen in Q4 2020 and has held it in 15 quarters since.
GoalVest Advisory's Amgen position peaked at $406K in Q4 2020.
1,447 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.