Heritage Wealth Management (Ohio)’s Amgen AMGN Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.13M	Buy	3,120 +17	+0.5%	+$5.82K	0.28%	89
2026 Q1	$1.09M	Buy	3,103 +291	+10%	+$104K	0.54%	54
2025 Q4	$920K	Buy	2,812 +11	+0.4%	+$3.49K	0.26%	99
2025 Q3	$790K	Buy	2,801 +1	+0%	+$290	0.23%	104
2025 Q2	$782K	Buy	2,800 +76	+3%	+$21.5K	0.25%	100
2025 Q1	$849K	Buy	2,724 +1	+0%	+$295	0.29%	88
2024 Q4	$710K	Buy	2,723 +1	+0%	+$297	0.24%	108
2024 Q3	$877K	Buy	2,722 +1	+0%	+$327	0.29%	89
2024 Q2	$846K	Buy	+2,721	New	+$799K	0.28%	91

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Heritage Wealth Management (Ohio)'s AMGN Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Amgen (AMGN) stake by 0.55% in Q2 2026, buying an estimated $5.82K and bringing the position to 3,120 shares worth $1.13M. The position accounts for 0.28% of the portfolio, ranked #89.

Heritage Wealth Management (Ohio) first reported a position in AMGN in Q2 2024 and has held it in 9 quarters since. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Heritage Wealth Management (Ohio) held 3,120 shares of Amgen worth $1.13M as of Q2 2026.
Heritage Wealth Management (Ohio) bought 17 Amgen shares in Q2 2026, an estimated $5.82K.
Amgen made up 0.28% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #89 holding.
Heritage Wealth Management (Ohio) first reported a position in Amgen in Q2 2024 and has held it in 9 quarters since.
1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.