Lantz Financial
AMGN icon

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
Q3 		$508K Sell
1,206
-727
-38% -$290K 0.09% 181
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% -$9.6K 0.17% 102
2019
Q4 		$272K Buy
+1,130
New +$249K 0.16% 116

Other funds holding AMGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Lantz Financial's AMGN Position: Q3 2026 in Review

Lantz Financial reduced its Amgen (AMGN) stake by 38% in Q3 2026, selling an estimated $290K and leaving 1,206 shares worth $508K. The position accounts for 0.09% of the portfolio, ranked #181.

Lantz Financial first reported a position in AMGN in Q4 2019 and has held it in 28 quarters since. The position peaked at $758K in Q4 2025. 2,024 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Lantz Financial held 1,206 shares of Amgen worth $508K as of Q3 2026.
  • Lantz Financial sold 727 Amgen shares in Q3 2026, an estimated $290K.
  • Amgen made up 0.09% of Lantz Financial's portfolio in Q3 2026, its #181 holding.
  • Lantz Financial first reported a position in Amgen in Q4 2019 and has held it in 28 quarters since.
  • Lantz Financial's Amgen position peaked at $758K in Q4 2025.
  • 2,024 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.