LAM
AMGN icon

Lakewood Asset Management’s Amgen AMGN Stock Holding History

Lakewood Asset 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 		$328K Buy
905
+144
+19% +$49.3K 0.18% 85
2026
Q1 		$268K Buy
761
+2
+0.3% +$713 0.17% 94
2025
Q4 		$248K Buy
759
+2
+0.3% +$634 0.15% 90
2025
Q3 		$214K Buy
757
+1
+0.1% +$290 0.13% 95
2025
Q2 		$211K Buy
756
+2
+0.3% +$567 0.14% 92
2025
Q1 		$235K Sell
754
-1,723
-70% -$509K 0.16% 89
2024
Q4 		$646K Buy
2,477
+2
+0.1% +$593 0.44% 63
2024
Q3 		$798K Buy
2,475
+2
+0.1% +$654 0.54% 51
2024
Q2 		$773K Buy
2,473
+2
+0.1% +$588 0.54% 54
2024
Q1 		$703K Buy
2,471
+2
+0.1% +$585 0.48% 57
2023
Q4 		$711K Sell
2,469
-96
-4% -$26.2K 0.55% 49
2023
Q3 		$689K Hold
2,565
– – 0.56% 51
2023
Q2 		$570K Buy
2,565
+2
+0.1% +$464 0.45% 61
2023
Q1 		$620K Buy
2,563
+3
+0.1% +$736 0.51% 56
2022
Q4 		$672K Buy
+2,560
New +$686K 0.54% 51

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lakewood Asset Management's AMGN Position: Q2 2026 in Review

Lakewood Asset Management increased its Amgen (AMGN) stake by 19% in Q2 2026, buying an estimated $49.3K and bringing the position to 905 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #85.

Lakewood Asset Management first reported a position in AMGN in Q4 2022 and has held it in 15 quarters since. The position peaked at $798K in Q3 2024. 3,150 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Lakewood Asset Management held 905 shares of Amgen worth $328K as of Q2 2026.
  • Lakewood Asset Management bought 144 Amgen shares in Q2 2026, an estimated $49.3K.
  • Amgen made up 0.18% of Lakewood Asset Management's portfolio in Q2 2026, its #85 holding.
  • Lakewood Asset Management first reported a position in Amgen in Q4 2022 and has held it in 15 quarters since.
  • Lakewood Asset Management's Amgen position peaked at $798K in Q3 2024.
  • 3,150 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.