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Jones Kertz & Associates’s Amgen AMGN Stock Holding History

Jones Kertz & 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 		$4.61M Sell
12,733
-1,280
-9% -$438K 2.13% 13
2026
Q1 		$4.93M Sell
14,013
-57
-0.4% -$20.3K 2.62% 11
2025
Q4 		$4.61M Buy
+14,070
New +$4.46M 2.37% 13

Other funds holding AMGN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Jones Kertz & Associates's AMGN Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Amgen (AMGN) stake by 9.1% in Q2 2026, selling an estimated $438K and leaving 12,733 shares worth $4.61M. The position accounts for 2.13% of the portfolio, ranked #13.

Jones Kertz & Associates first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.93M in Q1 2026. 1,939 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Jones Kertz & Associates held 12,733 shares of Amgen worth $4.61M as of Q2 2026.
  • Jones Kertz & Associates sold 1,280 Amgen shares in Q2 2026, an estimated $438K.
  • Amgen made up 2.13% of Jones Kertz & Associates's portfolio in Q2 2026, its #13 holding.
  • Jones Kertz & Associates first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Amgen position peaked at $4.93M in Q1 2026.
  • 1,939 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.