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Lantz Financial’s Amgen AMGN Stock Holding History

Lantz Financial’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 		$700K Sell
1,933
-4
-0.2% -$1.37K 0.13% 147
2026
Q1 		$681K Sell
1,937
-380
-16% -$135K 0.14% 147
2025
Q4 		$758K Sell
2,317
-48
-2% -$15.2K 0.16% 134
2025
Q3 		$668K Buy
2,365
+240
+11% +$69.6K 0.15% 139
2025
Q2 		$593K Buy
2,125
+87
+4% +$24.6K 0.15% 132
2025
Q1 		$635K Buy
2,038
+244
+14% +$72.1K 0.17% 126
2024
Q4 		$467K Buy
1,794
+220
+14% +$65.3K 0.12% 143
2024
Q3 		$507K Sell
1,574
-205
-12% -$67.1K 0.14% 136
2024
Q2 		$556K Buy
1,779
+87
+5% +$25.6K 0.17% 120
2024
Q1 		$481K Sell
1,692
-17
-1% -$4.97K 0.15% 130
2023
Q4 		$492K Sell
1,709
-406
-19% -$111K 0.18% 117
2023
Q3 		$568K Buy
2,115
+96
+5% +$24K 0.23% 98
2023
Q2 		$448K Buy
2,019
+414
+26% +$96.1K 0.18% 118
2023
Q1 		$388K Buy
1,605
+235
+17% +$57.7K 0.16% 120
2022
Q4 		$360K Sell
1,370
-436
-24% -$117K 0.16% 127
2022
Q3 		$407K Buy
1,806
+210
+13% +$50.9K 0.21% 107
2022
Q2 		$388K Sell
1,596
-10
-0.6% -$2.45K 0.18% 113
2022
Q1 		$388K Buy
1,606
+89
+6% +$20.4K 0.16% 117
2021
Q4 		$341K Buy
1,517
+214
+16% +$45.2K 0.16% 118
2021
Q3 		$277K Buy
1,303
+331
+34% +$76.2K 0.14% 128
2021
Q2 		$237K Hold
972
– – 0.12% 134
2021
Q1 		$242K Buy
972
+19
+2% +$4.53K 0.14% 119
2020
Q4 		$219K Buy
953
+37
+4% +$8.53K 0.14% 114
2020
Q3 		$233K Buy
916
+9
+1% +$2.23K 0.16% 105
2020
Q2 		$214K Sell
907
-179
-16% -$40.8K 0.15% 101
2020
Q1 		$220K Sell
1,086
-44
-4% -$9.61K 0.17% 102
2019
Q4 		$272K Buy
+1,130
New +$249K 0.16% 116

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
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

Lantz Financial's AMGN Position: Q2 2026 in Review

Lantz Financial reduced its Amgen (AMGN) stake by 0.21% in Q2 2026, selling an estimated $1.37K and leaving 1,933 shares worth $700K. The position accounts for 0.13% of the portfolio, ranked #147.

Lantz Financial first reported a position in AMGN in Q4 2019 and has held it in 27 quarters since. The position peaked at $758K in Q4 2025. 1,447 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Lantz Financial held 1,933 shares of Amgen worth $700K as of Q2 2026.
  • Lantz Financial sold 4 Amgen shares in Q2 2026, an estimated $1.37K.
  • Amgen made up 0.13% of Lantz Financial's portfolio in Q2 2026, its #147 holding.
  • Lantz Financial first reported a position in Amgen in Q4 2019 and has held it in 27 quarters since.
  • Lantz Financial's Amgen position peaked at $758K in Q4 2025.
  • 1,447 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.