Herold Advisors
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Herold Advisors’s Amgen AMGN Stock Holding History

Herold Advisors’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
Q3 		$1.58M Buy
3,755
+229
+6% +$91.3K 0.31% 82
2026
Q2 		$1.27M Sell
3,526
-98
-3% -$33.5K 0.25% 100
2026
Q1 		$1.28M Sell
3,624
-47
-1% -$16.8K 0.28% 91
2025
Q4 		$1.2M Buy
3,671
+193
+6% +$61.2K 0.27% 94
2025
Q3 		$982K Sell
3,478
-263
-7% -$76.3K 0.23% 107
2025
Q2 		$1.04M Sell
3,741
-244
-6% -$69.1K 0.22% 112
2025
Q1 		$1.24M Sell
3,985
-1,016
-20% -$300K 0.27% 102
2024
Q4 		$1.3M Sell
5,001
-296
-6% -$87.8K 0.28% 96
2024
Q3 		$1.71M Sell
5,297
-7
-0.1% -$2.29K 0.37% 75
2024
Q2 		$1.66M Buy
5,304
+393
+8% +$115K 0.38% 69
2024
Q1 		$1.4M Buy
4,911
+3,037
+162% +$889K 0.34% 84
2023
Q4 		$540K Sell
1,874
-200
-10% -$54.5K 0.15% 152
2023
Q3 		$557K Buy
2,074
+707
+52% +$176K 0.17% 145
2023
Q2 		$303K Buy
1,367
+277
+25% +$64.3K 0.09% 197
2023
Q1 		$263K Buy
1,090
+320
+42% +$78.6K 0.09% 199
2022
Q4 		$202K Buy
+770
New +$206K 0.09% 197
2022
Q2 		– Sell
-733
Closed -$177K – 208
2022
Q1 		$177K Buy
+733
New +$168K 0.06% 211
2021
Q4 		– Sell
-732
Closed -$155K – 216
2021
Q3 		$155K Buy
+732
New +$168K 0.06% 228

Other funds holding AMGN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Herold Advisors's AMGN Position: Q3 2026 in Review

Herold Advisors increased its Amgen (AMGN) stake by 6.5% in Q3 2026, buying an estimated $91.3K and bringing the position to 3,755 shares worth $1.58M. The position accounts for 0.31% of the portfolio, ranked #82.

Herold Advisors first reported a position in AMGN in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.71M in Q3 2024. 1,057 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Herold Advisors held 3,755 shares of Amgen worth $1.58M as of Q3 2026.
  • Herold Advisors bought 229 Amgen shares in Q3 2026, an estimated $91.3K.
  • Amgen made up 0.31% of Herold Advisors's portfolio in Q3 2026, its #82 holding.
  • Herold Advisors first reported a position in Amgen in Q3 2021 and has held it in 18 quarters since.
  • Herold Advisors's Amgen position peaked at $1.71M in Q3 2024.
  • 1,057 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.