Klingman & Associates
AMGN icon

Klingman & Associates’s Amgen AMGN Stock Holding History

Klingman & 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
Q3 		$983K Buy
2,332
+192
+9% +$76.5K 0.04% 145
2026
Q2 		$775K Buy
2,140
+43
+2% +$14.7K 0.03% 166
2026
Q1 		$738K Buy
2,097
+71
+4% +$25.3K 0.04% 162
2025
Q4 		$663K Buy
2,026
+99
+5% +$31.4K 0.03% 164
2025
Q3 		$544K Buy
1,927
+72
+4% +$20.9K 0.03% 181
2025
Q2 		$518K Buy
1,855
+505
+37% +$143K 0.03% 170
2025
Q1 		$421K Buy
1,350
+164
+14% +$48.4K 0.03% 176
2024
Q4 		$309K Sell
1,186
-12
-1% -$3.56K 0.02% 203
2024
Q3 		$386K Buy
1,198
+2
+0.2% +$654 0.02% 185
2024
Q2 		$374K Sell
1,196
-52
-4% -$15.3K 0.03% 170
2024
Q1 		$355K Buy
1,248
+63
+5% +$18.4K 0.02% 179
2023
Q4 		$341K Buy
1,185
+12
+1% +$3.27K 0.03% 173
2023
Q3 		$315K Sell
1,173
-27
-2% -$6.74K 0.03% 173
2023
Q2 		$266K Buy
1,200
+263
+28% +$61K 0.02% 182
2023
Q1 		$227K Buy
937
+56
+6% +$13.7K 0.02% 183
2022
Q4 		$231K Sell
881
-42
-5% -$11.3K 0.02% 183
2022
Q3 		$208K Buy
923
+20
+2% +$4.85K 0.02% 179
2022
Q2 		$220K Sell
903
-2
-0.2% -$490 0.02% 179
2022
Q1 		$218K Sell
905
-494
-35% -$114K 0.02% 190
2021
Q4 		$315K Buy
1,399
+255
+22% +$53.8K 0.03% 141
2021
Q3 		$243K Hold
1,144
– – 0.02% 153
2021
Q2 		$279K Hold
1,144
– – 0.03% 135
2021
Q1 		$285K Buy
1,144
+15
+1% +$3.58K 0.03% 137
2020
Q4 		$260K Sell
1,129
-7
-0.6% -$1.61K 0.03% 132
2020
Q3 		$289K Buy
+1,136
New +$281K 0.04% 112
2016
Q1 		– Sell
-1,000
Closed -$162K – 382
2015
Q4 		$162K Buy
+1,000
New +$157K 0.06% 123

Other funds holding AMGN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Klingman & Associates's AMGN Position: Q3 2026 in Review

Klingman & Associates increased its Amgen (AMGN) stake by 9% in Q3 2026, buying an estimated $76.5K and bringing the position to 2,332 shares worth $983K. The position accounts for 0.04% of the portfolio, ranked #145.

Klingman & Associates first reported a position in AMGN in Q4 2015 and has held it in 26 quarters since. 1,057 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Klingman & Associates held 2,332 shares of Amgen worth $983K as of Q3 2026.
  • Klingman & Associates bought 192 Amgen shares in Q3 2026, an estimated $76.5K.
  • Amgen made up 0.04% of Klingman & Associates's portfolio in Q3 2026, its #145 holding.
  • Klingman & Associates first reported a position in Amgen in Q4 2015 and has held it in 26 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.