Lakeside Advisors’s Amgen AMGN Stock Holding History

Lakeside 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	$487K	Buy	1,346 +3	+0.2%	+$1.03K	0.31%	50
2026 Q1	$472K	Buy	1,343 +3	+0.2%	+$1.07K	0.32%	45
2025 Q4	$439K	Buy	1,340 +33	+3%	+$10.5K	0.28%	46
2025 Q3	$369K	Buy	1,307 +3	+0.2%	+$870	0.23%	47
2025 Q2	$364K	Buy	1,304 +3	+0.2%	+$850	0.23%	47
2025 Q1	$405K	Buy	1,301 +3	+0.2%	+$886	0.27%	44
2024 Q4	$338K	Buy	1,298 +203	+19%	+$60.2K	0.22%	51
2024 Q3	$353K	Buy	1,095 +2	+0.2%	+$654	0.22%	51
2024 Q2	$341K	Buy	1,093 +3	+0.3%	+$881	0.22%	52
2024 Q1	$310K	Buy	1,090 +3	+0.3%	+$878	0.2%	52
2023 Q4	$313K	Buy	1,087 +2	+0.2%	+$545	0.22%	50
2023 Q3	$291K	Buy	1,085 +3	+0.3%	+$749	0.22%	50
2023 Q2	$240K	Buy	1,082 +4	+0.4%	+$928	0.18%	52
2023 Q1	$261K	Buy	1,078 +3	+0.3%	+$736	0.2%	51
2022 Q4	$282K	Buy	1,075 +2	+0.2%	+$536	0.23%	49
2022 Q3	$242K	Buy	1,073 +3	+0.3%	+$727	0.22%	50
2022 Q2	$260K	Buy	1,070 +116	+12%	+$28.4K	0.22%	51
2022 Q1	$231K	Sell	954 -199	-17%	-$45.7K	0.17%	54
2021 Q4	$259K	Buy	+1,153	New	+$243K	0.19%	47

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lakeside Advisors's AMGN Position: Q2 2026 in Review

Lakeside Advisors increased its Amgen (AMGN) stake by 0.22% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,346 shares worth $487K. The position accounts for 0.31% of the portfolio, ranked #50.

Lakeside Advisors first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. 3,163 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Lakeside Advisors held 1,346 shares of Amgen worth $487K as of Q2 2026.
Lakeside Advisors bought 3 Amgen shares in Q2 2026, an estimated $1.03K.
Amgen made up 0.31% of Lakeside Advisors's portfolio in Q2 2026, its #50 holding.
Lakeside Advisors first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
3,163 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.