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Kaizen Financial Strategies’s Amgen AMGN Stock Holding History

Kaizen Financial Strategies’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 		$503K Buy
1,393
+9
+0.7% +$3.08K 0.16% 96
2026
Q1 		$483K Buy
1,384
+15
+1% +$5.35K 0.2% 88
2025
Q4 		$448K Buy
1,369
+9
+0.7% +$2.85K 0.2% 85
2025
Q3 		$429K Sell
1,360
-322
-19% -$93.4K 0.19% 90
2025
Q2 		$469K Buy
1,682
+117
+7% +$33.1K 0.24% 79
2025
Q1 		$487K Buy
1,565
+12
+0.8% +$3.54K 0.28% 67
2024
Q4 		$405K Buy
1,553
+410
+36% +$122K 0.23% 77
2024
Q3 		$368K Sell
1,143
-36
-3% -$11.8K 0.21% 78
2024
Q2 		$393K Sell
1,179
-46
-4% -$13.5K 0.25% 69
2024
Q1 		$348K Buy
1,225
+60
+5% +$17.6K 0.24% 77
2023
Q4 		$336K Buy
1,165
+6
+0.5% +$1.64K 0.25% 65
2023
Q3 		$311K Buy
1,159
+9
+0.8% +$2.25K 0.26% 61
2023
Q2 		$259K Buy
1,150
+9
+0.8% +$2.09K 0.22% 86
2023
Q1 		$276K Buy
+1,141
New +$280K 0.27% 66
2021
Q1 		– Sell
-1,135
Closed -$261K – 138
2020
Q4 		$261K Buy
+1,135
New +$262K 0.29% 96

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Kaizen Financial Strategies's AMGN Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Amgen (AMGN) stake by 0.65% in Q2 2026, buying an estimated $3.08K and bringing the position to 1,393 shares worth $503K. The position accounts for 0.16% of the portfolio, ranked #96.

Kaizen Financial Strategies first reported a position in AMGN in Q4 2020 and has held it in 15 quarters since. 1,447 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Kaizen Financial Strategies held 1,393 shares of Amgen worth $503K as of Q2 2026.
  • Kaizen Financial Strategies bought 9 Amgen shares in Q2 2026, an estimated $3.08K.
  • Amgen made up 0.16% of Kaizen Financial Strategies's portfolio in Q2 2026, its #96 holding.
  • Kaizen Financial Strategies first reported a position in Amgen in Q4 2020 and has held it in 15 quarters since.
  • 1,447 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.