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J. Derek Lewis & Associates’s Amgen AMGN Stock Holding History

J. Derek Lewis & 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
Q2 		$311K Buy
858
+25
+3% +$8.56K 0.06% 139
2026
Q1 		$293K Buy
833
+10
+1% +$3.56K 0.07% 139
2025
Q4 		$269K Buy
+823
New +$261K 0.06% 146

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

J. Derek Lewis & Associates's AMGN Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Amgen (AMGN) stake by 3% in Q2 2026, buying an estimated $8.56K and bringing the position to 858 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #139.

J. Derek Lewis & Associates first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. 2,083 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • J. Derek Lewis & Associates held 858 shares of Amgen worth $311K as of Q2 2026.
  • J. Derek Lewis & Associates bought 25 Amgen shares in Q2 2026, an estimated $8.56K.
  • Amgen made up 0.06% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #139 holding.
  • J. Derek Lewis & Associates first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.