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JFS Wealth Advisors’s Amgen AMGN Stock Holding History

JFS Wealth 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 		$364K Sell
1,004
-71
-7% -$24.3K 0.02% 263
2026
Q1 		$378K Sell
1,075
-84
-7% -$29.9K 0.02% 253
2025
Q4 		$379K Buy
1,159
+89
+8% +$28.2K 0.02% 248
2025
Q3 		$302K Buy
1,070
+33
+3% +$9.57K 0.02% 280
2025
Q2 		$290K Buy
1,037
+45
+5% +$12.7K 0.02% 262
2025
Q1 		$309K Buy
992
+93
+10% +$27.5K 0.02% 254
2024
Q4 		$234K Sell
899
-36
-4% -$10.7K 0.02% 274
2024
Q3 		$301K Sell
935
-21
-2% -$6.87K 0.02% 250
2024
Q2 		$299K Sell
956
-46
-5% -$13.5K 0.02% 194
2024
Q1 		$285K Buy
1,002
+5
+0.5% +$1.46K 0.02% 207
2023
Q4 		$287K Buy
997
+24
+2% +$6.54K 0.02% 196
2023
Q3 		$262K Buy
973
+191
+24% +$47.7K 0.02% 192
2023
Q2 		$174K Sell
782
-281
-26% -$65.2K 0.02% 232
2023
Q1 		$257K Sell
1,063
-59
-5% -$14.5K 0.02% 188
2022
Q4 		$295K Sell
1,122
-88
-7% -$23.6K 0.03% 183
2022
Q3 		$273K Sell
1,210
-19
-2% -$4.61K 0.03% 186
2022
Q2 		$299K Buy
1,229
+92
+8% +$22.5K 0.03% 175
2022
Q1 		$275K Buy
1,137
+163
+17% +$37.5K 0.03% 199
2021
Q4 		$219K Buy
974
+60
+7% +$12.7K 0.02% 214
2021
Q3 		$194K Hold
914
– – 0.02% 219
2021
Q2 		$223K Hold
914
– – 0.03% 161
2021
Q1 		$227K Sell
914
-361
-28% -$86.1K 0.05% 139
2020
Q4 		$293K Buy
1,275
+498
+64% +$115K 0.06% 124
2020
Q3 		$197K Sell
777
-100
-11% -$24.8K 0.05% 139
2020
Q2 		$207K Buy
877
+46
+6% +$10.5K 0.05% 134
2020
Q1 		$168K Hold
831
– – 0.05% 136
2019
Q4 		$200K Hold
831
– – 0.05% 139
2019
Q3 		$161K Buy
831
+4
+0.5% +$768 0.04% 155
2019
Q2 		$152K Hold
827
– – 0.04% 156
2019
Q1 		$157K Sell
827
-106
-11% -$20.2K 0.04% 150
2018
Q4 		$182K Sell
933
-732
-44% -$143K 0.05% 137
2018
Q3 		$345K Buy
1,665
+81
+5% +$16K 0.09% 109
2018
Q2 		$292K Buy
1,584
+4
+0.3% +$708 0.08% 112
2018
Q1 		$269K Sell
1,580
-38
-2% -$6.97K 0.07% 121
2017
Q4 		$281K Hold
1,618
– – 0.07% 117
2017
Q3 		$302K Sell
1,618
-74
-4% -$13.1K 0.08% 107
2017
Q2 		$291K Buy
1,692
+166
+11% +$27K 0.08% 98
2017
Q1 		$223K Hold
1,526
– – 0.06% 114
2016
Q4 		$223K Buy
1,526
+1,026
+205% +$154K 0.06% 114
2016
Q3 		$83K Hold
500
– – 0.02% 195
2016
Q2 		$76K Sell
500
-17
-3% -$2.64K 0.02% 218
2016
Q1 		$78K Buy
517
+17
+3% +$2.53K 0.02% 200
2015
Q4 		$81K Buy
500
+50
+11% +$7.86K 0.02% 198
2015
Q3 		$62K Sell
450
-89
-17% -$14K 0.03% 190
2015
Q2 		$83K Hold
539
– – 0.04% 139
2015
Q1 		$86K Sell
539
-40
-7% -$6.3K 0.04% 137
2014
Q4 		$92K Buy
579
+30
+5% +$4.67K 0.01% 131
2014
Q3 		$77K Sell
549
-5
-0.9% -$653 0.01% 142
2014
Q2 		$66K Sell
554
-1,700
-75% -$197K 0.01% 160
2014
Q1 		$278K Buy
2,254
+3
+0.1% +$364 0.15% 90
2013
Q4 		$257K Sell
2,251
-87
-4% -$9.9K 0.11% 108
2013
Q3 		$262K Buy
2,338
+72
+3% +$7.81K 0.12% 98
2013
Q2 		$224K Buy
+2,266
New +$235K 0.11% 102

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

JFS Wealth Advisors's AMGN Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Amgen (AMGN) stake by 6.6% in Q2 2026, selling an estimated $24.3K and leaving 1,004 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #263.

JFS Wealth Advisors first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. The position peaked at $379K in Q4 2025. 1,264 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • JFS Wealth Advisors held 1,004 shares of Amgen worth $364K as of Q2 2026.
  • JFS Wealth Advisors sold 71 Amgen shares in Q2 2026, an estimated $24.3K.
  • Amgen made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #263 holding.
  • JFS Wealth Advisors first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
  • JFS Wealth Advisors's Amgen position peaked at $379K in Q4 2025.
  • 1,264 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.