KFG Wealth Management
AMGN icon

KFG Wealth Management’s Amgen AMGN Stock Holding History

KFG Wealth Management’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
Q3 		$1.65M Sell
3,918
-919
-19% -$366K 0.18% 62
2026
Q2 		$1.75M Sell
4,837
-602
-11% -$206K 0.2% 60
2026
Q1 		$1.91M Sell
5,439
-809
-13% -$288K 0.25% 55
2025
Q4 		$2.05M Sell
6,248
-3,693
-37% -$1.17M 0.27% 54
2025
Q3 		$2.81M Sell
9,941
-593
-6% -$172K 0.41% 41
2025
Q2 		$2.94M Buy
10,534
+7,071
+204% +$2M 0.47% 36
2025
Q1 		$1.08M Buy
3,463
+214
+7% +$63.2K 0.2% 65
2024
Q4 		$847K Buy
3,249
+49
+2% +$14.5K 0.16% 68
2024
Q3 		$1.03M Sell
3,200
-175
-5% -$57.2K 0.22% 61
2024
Q2 		$1.05M Buy
3,375
+133
+4% +$39.1K 0.42% 48
2024
Q1 		$922K Sell
3,242
-720
-18% -$211K 0.38% 54
2023
Q4 		$1.14M Sell
3,962
-198
-5% -$53.9K 0.52% 36
2023
Q3 		$1.12M Buy
4,160
+353
+9% +$88.1K 0.61% 36
2023
Q2 		$845K Buy
3,807
+1,615
+74% +$375K 0.49% 40
2023
Q1 		$551K Buy
2,192
+668
+44% +$164K 0.38% 42
2022
Q4 		$400K Buy
+1,524
New +$409K 0.41% 46

Other funds holding AMGN

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KFG Wealth Management's AMGN Position: Q3 2026 in Review

KFG Wealth Management reduced its Amgen (AMGN) stake by 19% in Q3 2026, selling an estimated $366K and leaving 3,918 shares worth $1.65M. The position accounts for 0.18% of the portfolio, ranked #62.

KFG Wealth Management first reported a position in AMGN in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.94M in Q2 2025. 1,911 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • KFG Wealth Management held 3,918 shares of Amgen worth $1.65M as of Q3 2026.
  • KFG Wealth Management sold 919 Amgen shares in Q3 2026, an estimated $366K.
  • Amgen made up 0.18% of KFG Wealth Management's portfolio in Q3 2026, its #62 holding.
  • KFG Wealth Management first reported a position in Amgen in Q4 2022 and has held it in 16 quarters since.
  • KFG Wealth Management's Amgen position peaked at $2.94M in Q2 2025.
  • 1,911 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.