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Lakeridge Wealth Management’s Amgen AMGN Stock Holding History

Lakeridge 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
Q2 		$232K Buy
642
+14
+2% +$4.79K 0.09% 167
2026
Q1 		$221K Buy
+628
New +$224K 0.1% 156
2024
Q4 		– Sell
-673
Closed -$217K – 153
2024
Q3 		$217K Sell
673
-7
-1% -$2.29K 0.12% 143
2024
Q2 		$212K Sell
680
-31
-4% -$9.11K 0.13% 138
2024
Q1 		$202K Buy
711
+4
+0.6% +$1.17K 0.13% 132
2023
Q4 		$204K Buy
+707
New +$193K 0.15% 124

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Lakeridge Wealth Management's AMGN Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Amgen (AMGN) stake by 2.2% in Q2 2026, buying an estimated $4.79K and bringing the position to 642 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #167.

Lakeridge Wealth Management first reported a position in AMGN in Q4 2023 and has held it in 6 quarters since. 1,264 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Lakeridge Wealth Management held 642 shares of Amgen worth $232K as of Q2 2026.
  • Lakeridge Wealth Management bought 14 Amgen shares in Q2 2026, an estimated $4.79K.
  • Amgen made up 0.09% of Lakeridge Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Lakeridge Wealth Management first reported a position in Amgen in Q4 2023 and has held it in 6 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.