LOWM
AMGN icon

Laurel Oak Wealth Management’s Amgen AMGN Stock Holding History

Laurel Oak 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 		$925K Sell
2,554
-64
-2% -$21.9K 0.13% 134
2026
Q1 		$921K Sell
2,618
-368
-12% -$131K 0.15% 116
2025
Q4 		$977K Buy
+2,986
New +$947K 0.16% 109

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Laurel Oak Wealth Management's AMGN Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Amgen (AMGN) stake by 2.4% in Q2 2026, selling an estimated $21.9K and leaving 2,554 shares worth $925K. The position accounts for 0.13% of the portfolio, ranked #134.

Laurel Oak Wealth Management first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $977K in Q4 2025. 2,083 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Laurel Oak Wealth Management held 2,554 shares of Amgen worth $925K as of Q2 2026.
  • Laurel Oak Wealth Management sold 64 Amgen shares in Q2 2026, an estimated $21.9K.
  • Amgen made up 0.13% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Laurel Oak Wealth Management first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Amgen position peaked at $977K in Q4 2025.
  • 2,083 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.