KWA
AMGN icon

Kingswood Wealth Advisors’s Amgen AMGN Stock Holding History

Kingswood 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 		$2.31M Buy
6,385
+1,288
+25% +$441K 0.09% 228
2026
Q1 		$1.79M Buy
5,097
+158
+3% +$56.3K 0.09% 257
2025
Q4 		$1.62M Buy
4,939
+1,027
+26% +$326K 0.08% 253
2025
Q3 		$1.1M Buy
3,912
+640
+20% +$186K 0.07% 303
2025
Q2 		$914K Buy
3,272
+72
+2% +$20.4K 0.07% 280
2025
Q1 		$996K Sell
3,200
-245
-7% -$72.3K 0.09% 244
2024
Q4 		$898K Sell
3,445
-4,499
-57% -$1.33M 0.07% 296
2024
Q3 		$2.56M Buy
7,944
+1,211
+18% +$396K 0.18% 122
2024
Q2 		$2.1M Buy
6,733
+122
+2% +$35.8K 0.19% 111
2024
Q1 		$1.88M Sell
6,611
-183
-3% -$53.5K 0.22% 115
2023
Q4 		$1.96M Buy
6,794
+5,237
+336% +$1.43M 0.22% 104
2023
Q3 		$1.68M Sell
1,557
-593
-28% -$148K 0.29% 90
2023
Q2 		$478K Buy
+2,150
New +$499K 0.15% 142

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Kingswood Wealth Advisors increased its Amgen (AMGN) stake by 25% in Q2 2026, buying an estimated $441K and bringing the position to 6,385 shares worth $2.31M. The position accounts for 0.09% of the portfolio, ranked #228.

Kingswood Wealth Advisors first reported a position in AMGN in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.56M in Q3 2024. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Kingswood Wealth Advisors held 6,385 shares of Amgen worth $2.31M as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,288 Amgen shares in Q2 2026, an estimated $441K.
  • Amgen made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #228 holding.
  • Kingswood Wealth Advisors first reported a position in Amgen in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Amgen position peaked at $2.56M in Q3 2024.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.