IFWM
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Institute for Wealth Management’s Amgen AMGN Stock Holding History

Institute for 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 		$4.23M Sell
11,683
-8
-0.1% -$2.74K 0.37% 53
2026
Q1 		$4.11M Buy
11,691
+14
+0.1% +$4.99K 0.44% 44
2025
Q4 		$3.82M Buy
11,677
+55
+0.5% +$17.4K 0.41% 49
2025
Q3 		$3.28M Sell
11,622
-138
-1% -$40K 0.34% 57
2025
Q2 		$3.28M Sell
11,760
-395
-3% -$112K 0.37% 52
2025
Q1 		$3.79M Sell
12,155
-142
-1% -$41.9K 0.49% 41
2024
Q4 		$3.21M Sell
12,297
-94
-0.8% -$27.9K 0.4% 53
2024
Q3 		$3.99M Sell
12,391
-129
-1% -$42.2K 0.5% 37
2024
Q2 		$3.91M Buy
12,520
+185
+1% +$54.3K 0.52% 35
2024
Q1 		$3.51M Sell
12,335
-259
-2% -$75.8K 0.45% 40
2023
Q4 		$3.63M Sell
12,594
-131
-1% -$35.7K 0.59% 36
2023
Q3 		$3.42M Sell
12,725
-97
-0.8% -$24.2K 0.62% 30
2023
Q2 		$2.85M Sell
12,822
-378
-3% -$87.7K 0.48% 43
2023
Q1 		$3.19M Sell
13,200
-264
-2% -$64.8K 0.61% 34
2022
Q4 		$3.54M Sell
13,464
-126
-0.9% -$33.8K 0.74% 22
2022
Q3 		$3.06M Sell
13,590
-36
-0.3% -$8.73K 0.69% 26
2022
Q2 		$3.31M Sell
13,626
-21
-0.2% -$5.15K 0.65% 27
2022
Q1 		$3.3M Sell
13,647
-77
-0.6% -$17.7K 0.53% 37
2021
Q4 		$3.09M Buy
13,724
+188
+1% +$39.7K 0.5% 40
2021
Q3 		$2.88M Buy
13,536
+376
+3% +$86.5K 0.51% 41
2021
Q2 		$3.21M Sell
13,160
-345
-3% -$84.9K 0.56% 33
2021
Q1 		$3.36M Sell
13,505
-389
-3% -$92.8K 0.64% 31
2020
Q4 		$3.19M Sell
13,894
-312
-2% -$71.9K 0.64% 30
2020
Q3 		$3.61M Sell
14,206
-1,390
-9% -$344K 0.82% 22
2020
Q2 		$3.68M Sell
15,596
-495
-3% -$113K 0.9% 17
2020
Q1 		$3.26M Sell
16,091
-746
-4% -$163K 1.01% 15
2019
Q4 		$4.06M Buy
16,837
+229
+1% +$50.5K 0.92% 15
2019
Q3 		$3.21M Sell
16,608
-1,196
-7% -$230K 0.81% 20
2019
Q2 		$3.28M Buy
17,804
+1,422
+9% +$255K 0.73% 20
2019
Q1 		$3.11M Sell
16,382
-1,721
-10% -$329K 0.68% 24
2018
Q4 		$3.52M Buy
18,103
+4,592
+34% +$896K 1.44% 8
2018
Q3 		$2.8M Sell
13,511
-1,653
-11% -$326K 0.94% 22
2018
Q2 		$2.79M Buy
15,164
+821
+6% +$145K 0.89% 23
2018
Q1 		$2.47M Buy
14,343
+3,134
+28% +$575K 0.73% 26
2017
Q4 		$1.94M Sell
11,209
-963
-8% -$170K 0.45% 57
2017
Q3 		$2.28M Buy
12,172
+963
+9% +$171K 0.74% 32
2017
Q2 		$1.93M Buy
+11,209
New +$1.82M 0.53% 38
2014
Q1 		– Sell
-8
Closed -$1K – 71
2013
Q4 		$1K Hold
8
– – ﹤0.01% 72
2013
Q3 		$1K Buy
+8
New +$867 ﹤0.01% 67

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Institute for Wealth Management's AMGN Position: Q2 2026 in Review

Institute for Wealth Management reduced its Amgen (AMGN) stake by 0.07% in Q2 2026, selling an estimated $2.74K and leaving 11,683 shares worth $4.23M. The position accounts for 0.37% of the portfolio, ranked #53.

Institute for Wealth Management first reported a position in AMGN in Q3 2013 and has held it in 39 quarters since. 1,264 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Institute for Wealth Management held 11,683 shares of Amgen worth $4.23M as of Q2 2026.
  • Institute for Wealth Management sold 8 Amgen shares in Q2 2026, an estimated $2.74K.
  • Amgen made up 0.37% of Institute for Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Institute for Wealth Management first reported a position in Amgen in Q3 2013 and has held it in 39 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.