JNBA Financial Advisors’s Amgen AMGN Stock Holding History

JNBA Financial 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	$238K	Sell	657 -31	-5%	-$10.6K	0.02%	187
2026 Q1	$242K	Sell	688 -46	-6%	-$16.4K	0.02%	177
2025 Q4	$240K	Buy	734 +5	+0.7%	+$1.59K	0.02%	177
2025 Q3	$206K	Sell	729 -2	-0.3%	-$580	0.02%	178
2025 Q2	$204K	Hold	731	–	–	0.02%	177
2025 Q1	$228K	Hold	731	–	–	0.02%	171
2024 Q4	$191K	Hold	731	–	–	0.02%	179
2024 Q3	$236K	Hold	731	–	–	0.02%	173
2024 Q2	$228K	Hold	731	–	–	0.02%	180
2024 Q1	$208K	Hold	731	–	–	0.02%	186
2023 Q4	$211K	Sell	731 -20	-3%	-$5.45K	0.02%	189
2023 Q3	$202K	Buy	751 +2	+0.3%	+$499	0.03%	189
2023 Q2	$166K	Buy	749 +44	+6%	+$10.2K	0.02%	199
2023 Q1	$170K	Hold	705	–	–	0.02%	198
2022 Q4	$185K	Sell	705 -17	-2%	-$4.56K	0.03%	191
2022 Q3	$163K	Hold	722	–	–	0.03%	196
2022 Q2	$176K	Buy	722 +34	+5%	+$8.33K	0.03%	189
2022 Q1	$166K	Sell	688 -156	-18%	-$35.8K	0.02%	200
2021 Q4	$190K	Hold	844	–	–	0.02%	194
2021 Q3	$179K	Hold	844	–	–	0.02%	198
2021 Q2	$206K	Sell	844 -268	-24%	-$65.9K	0.03%	188
2021 Q1	$277K	Buy	1,112 +50	+5%	+$11.9K	0.04%	162
2020 Q4	$244K	Buy	1,062 +47	+5%	+$10.8K	0.04%	159
2020 Q3	$258K	Hold	1,015	–	–	0.05%	136
2020 Q2	$239K	Hold	1,015	–	–	0.05%	139
2020 Q1	$206K	Hold	1,015	–	–	0.05%	135
2019 Q4	$245K	Hold	1,015	–	–	0.05%	144
2019 Q3	$196K	Buy	1,015 +18	+2%	+$3.46K	0.04%	146
2019 Q2	$184K	Hold	997	–	–	0.04%	149
2019 Q1	$189K	Hold	997	–	–	0.04%	144
2018 Q4	$194K	Sell	997 -690	-41%	-$135K	0.04%	130
2018 Q3	$350K	Buy	1,687 +542	+47%	+$107K	0.16%	92
2018 Q2	$211K	Hold	1,145	–	–	0.04%	127
2018 Q1	$195K	Sell	1,145 -35	-3%	-$6.42K	0.04%	128
2017 Q4	$205K	Hold	1,180	–	–	0.04%	125
2017 Q3	$220K	Hold	1,180	–	–	0.05%	111
2017 Q2	$203K	Hold	1,180	–	–	0.05%	114
2017 Q1	$194K	Sell	1,180 -21	-2%	-$3.49K	0.05%	116
2016 Q4	$176K	Sell	1,201 -1,764	-59%	-$265K	0.04%	125
2016 Q3	$495K	Buy	2,965 +1,982	+202%	+$335K	0.07%	96
2016 Q2	$150K	Sell	983 -200	-17%	-$31.1K	0.04%	138
2016 Q1	$177K	Sell	1,183 -300	-20%	-$44.6K	0.06%	113
2015 Q4	$241K	Buy	1,483 +388	+35%	+$61K	0.09%	92
2015 Q3	$151K	Buy	1,095 +535	+96%	+$84.3K	0.06%	109
2015 Q2	$86K	Buy	560 +372	+198%	+$59.6K	0.03%	144
2015 Q1	$30K	Hold	188	–	–	0.01%	236
2014 Q4	$30K	Hold	188	–	–	0.01%	238
2014 Q3	$26K	Buy	188 +21	+13%	+$2.74K	0.01%	258
2014 Q2	$20K	Buy	167 +67	+67%	+$7.76K	0.01%	268
2014 Q1	$12K	Hold	100	–	–	0.01%	307
2013 Q4	$11K	Hold	100	–	–	0.01%	303
2013 Q3	$11K	Hold	100	–	–	0.01%	294
2013 Q2	$10K	Buy	+100	New	+$10.4K	0.01%	259

Other funds holding AMGN

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

JNBA Financial Advisors's AMGN Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Amgen (AMGN) stake by 4.5% in Q2 2026, selling an estimated $10.6K and leaving 657 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #187.

JNBA Financial Advisors first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. The position peaked at $495K in Q3 2016. 1,152 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

JNBA Financial Advisors held 657 shares of Amgen worth $238K as of Q2 2026.
JNBA Financial Advisors sold 31 Amgen shares in Q2 2026, an estimated $10.6K.
Amgen made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #187 holding.
JNBA Financial Advisors first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's Amgen position peaked at $495K in Q3 2016.
1,152 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.