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J.W. Cole Advisors’s Amgen AMGN Stock Holding History

J.W. Cole 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
Q2 		$5.98M Sell
16,509
-152
-0.9% -$52K 0.1% 200
2026
Q1 		$5.86M Sell
16,661
-128
-0.8% -$45.6K 0.2% 98
2025
Q4 		$3.76M Sell
16,789
-6,407
-28% -$2.03M 0.09% 221
2025
Q3 		$6.55M Sell
23,196
-807
-3% -$234K 0.13% 165
2025
Q2 		$6.7M Buy
24,003
+12,447
+108% +$3.53M 0.14% 152
2025
Q1 		$3.6M Sell
11,556
-4,695
-29% -$1.39M 0.11% 186
2024
Q4 		$4.24M Buy
16,251
+477
+3% +$142K 0.17% 127
2024
Q3 		$5.08M Buy
15,774
+1,461
+10% +$478K 0.21% 109
2024
Q2 		$4.47M Buy
14,313
+4,697
+49% +$1.38M 0.21% 102
2024
Q1 		$2.73M Buy
9,616
+188
+2% +$55K 0.14% 160
2023
Q4 		$2.72M Buy
9,428
+6,643
+239% +$1.81M 0.16% 144
2023
Q3 		$748K Buy
2,785
+292
+12% +$72.9K 0.06% 306
2023
Q2 		$554K Sell
2,493
-898
-26% -$208K 0.04% 399
2023
Q1 		$820K Buy
3,391
+19
+0.6% +$4.66K 0.06% 328
2022
Q4 		$886K Sell
3,372
-176
-5% -$47.2K 0.07% 296
2022
Q3 		$800K Buy
3,548
+387
+12% +$93.8K 0.07% 295
2022
Q2 		$769K Sell
3,161
-491
-13% -$120K 0.06% 312
2022
Q1 		$883K Sell
3,652
-98
-3% -$22.5K 0.06% 304
2021
Q4 		$844K Sell
3,750
-197
-5% -$41.6K 0.05% 333
2021
Q3 		$839K Buy
3,947
+178
+5% +$41K 0.06% 189
2021
Q2 		$919K Buy
3,769
+245
+7% +$60.3K 0.07% 285
2021
Q1 		$877K Sell
3,524
-379
-10% -$90.4K 0.08% 262
2020
Q4 		$897K Sell
3,903
-6,254
-62% -$1.44M 0.09% 240
2020
Q3 		$2.58M Buy
+10,157
New +$2.52M 0.2% 117
2020
Q1 		– Sell
-5,289
Closed -$1.27M – 116
2019
Q4 		$1.27M Buy
+5,289
New +$1.17M 0.16% 156

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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

J.W. Cole Advisors's AMGN Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Amgen (AMGN) stake by 0.91% in Q2 2026, selling an estimated $52K and leaving 16,509 shares worth $5.98M. The position accounts for 0.1% of the portfolio, ranked #200.

J.W. Cole Advisors first reported a position in AMGN in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.7M in Q2 2025. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • J.W. Cole Advisors held 16,509 shares of Amgen worth $5.98M as of Q2 2026.
  • J.W. Cole Advisors sold 152 Amgen shares in Q2 2026, an estimated $52K.
  • Amgen made up 0.1% of J.W. Cole Advisors's portfolio in Q2 2026, its #200 holding.
  • J.W. Cole Advisors first reported a position in Amgen in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's Amgen position peaked at $6.7M in Q2 2025.
  • 1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.