Hofer & Associates
AMGN icon

Hofer & Associates’s Amgen AMGN Stock Holding History

Hofer & Associates’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 		$661K Sell
1,567
-25,913
-94% -$10.3M 0.46% 50
2026
Q2 		$10M Buy
27,480
+164
+0.6% +$56.1K 4.81% 5
2026
Q1 		$9.6M Buy
27,316
+176
+0.6% +$62.7K 5.17% 5
2025
Q4 		$8.88M Buy
27,140
+14,302
+111% +$4.54M 4.71% 5
2025
Q3 		$3.62M Buy
12,838
+5,658
+79% +$1.64M 2.07% 19
2025
Q2 		$2M Buy
7,180
+298
+4% +$84.4K 1.25% 24
2025
Q1 		$2.14M Buy
6,882
+13
+0.2% +$3.84K 1.46% 21
2024
Q4 		$1.79M Buy
6,869
+389
+6% +$115K 1.2% 23
2024
Q3 		$2.09M Buy
6,480
+3
+0% +$981 1.44% 22
2024
Q2 		$2.02M Buy
6,477
+32
+0.5% +$9.4K 1.57% 22
2024
Q1 		$1.83M Buy
6,445
+4
+0.1% +$1.17K 1.54% 21
2023
Q4 		$1.86M Buy
6,441
+8
+0.1% +$2.18K 1.72% 18
2023
Q3 		$1.73M Sell
6,433
-51
-0.8% -$12.7K 1.77% 18
2023
Q2 		$1.44M Buy
6,484
+1,176
+22% +$273K 1.38% 20
2023
Q1 		$1.39M Hold
5,308
– – 1.39% 20
2022
Q4 		$1.39M Sell
5,308
-57
-1% -$15.3K 1.39% 20
2022
Q3 		$1.21M Hold
5,365
– – 1.3% 21
2022
Q2 		$1.3M Hold
5,365
– – 1.36% 20
2022
Q1 		$1.3M Buy
5,365
+50
+0.9% +$11.5K 1.14% 21
2021
Q4 		$1.2M Buy
+5,315
New +$1.12M 1.08% 20

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

Hofer & Associates's AMGN Position: Q3 2026 in Review

Hofer & Associates reduced its Amgen (AMGN) stake by 94% in Q3 2026, selling an estimated $10.3M and leaving 1,567 shares worth $661K. The position accounts for 0.46% of the portfolio, ranked #50.

Hofer & Associates first reported a position in AMGN in Q4 2021 and has held it in 20 quarters since. The position peaked at $10M in Q2 2026. 965 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Hofer & Associates held 1,567 shares of Amgen worth $661K as of Q3 2026.
  • Hofer & Associates sold 25,913 Amgen shares in Q3 2026, an estimated $10.3M.
  • Amgen made up 0.46% of Hofer & Associates's portfolio in Q3 2026, its #50 holding.
  • Hofer & Associates first reported a position in Amgen in Q4 2021 and has held it in 20 quarters since.
  • Hofer & Associates's Amgen position peaked at $10M in Q2 2026.
  • 965 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.