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Legacy Advisors’s Amgen AMGN Stock Holding History

Legacy 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 		$1.59M Sell
4,387
-8
-0.2% -$2.74K 0.15% 82
2026
Q1 		$1.55M Sell
4,395
-63
-1% -$22.5K 0.18% 69
2025
Q4 		$1.46M Buy
4,458
+210
+5% +$66.6K 0.16% 81
2025
Q3 		$1.2M Buy
+4,248
New +$1.23M 0.15% 88
2025
Q2 		– Sell
-8,843
Closed -$2.76M – 37
2025
Q1 		$2.76M Buy
8,843
+427
+5% +$126K 0.28% 68
2024
Q4 		$2.19M Sell
8,416
-1,011
-11% -$300K 0.21% 81
2024
Q3 		$3.04M Buy
9,427
+62
+0.7% +$20.3K 0.33% 60
2024
Q2 		$2.93M Buy
9,365
+370
+4% +$109K 0.36% 53
2024
Q1 		$2.56M Sell
8,995
-2,160
-19% -$632K 0.32% 60
2023
Q4 		$3.21M Sell
11,155
-3,021
-21% -$823K 0.41% 43
2023
Q3 		$3.81M Sell
14,176
-217
-2% -$54.2K 0.61% 34
2023
Q2 		$3.2M Sell
14,393
-295
-2% -$68.5K 0.47% 48
2023
Q1 		$3.55M Buy
14,688
+742
+5% +$182K 0.65% 37
2022
Q4 		$3.66M Sell
13,946
-138
-1% -$37K 0.67% 30
2022
Q3 		$3.17M Buy
14,084
+422
+3% +$102K 0.7% 25
2022
Q2 		$3.32M Buy
13,662
+2,136
+19% +$523K 0.7% 20
2022
Q1 		$2.79M Buy
11,526
+8,675
+304% +$1.99M 0.54% 29
2021
Q4 		$641K Sell
2,851
-130
-4% -$27.4K 0.24% 60
2021
Q3 		$634K Buy
2,981
+24
+0.8% +$5.52K 0.25% 58
2021
Q2 		$721K Buy
2,957
+18
+0.6% +$4.43K 0.29% 53
2021
Q1 		$731K Sell
2,939
-276
-9% -$65.9K 0.32% 49
2020
Q4 		$739K Buy
3,215
+17
+0.5% +$3.92K 0.42% 45
2020
Q3 		$813K Buy
3,198
+16
+0.5% +$3.96K 0.54% 38
2020
Q2 		$750K Buy
3,182
+8
+0.3% +$1.82K 0.6% 36
2020
Q1 		$643K Sell
3,174
-251
-7% -$54.8K 0.64% 41
2019
Q4 		$826K Buy
3,425
+266
+8% +$58.6K 0.52% 43
2019
Q3 		$611K Buy
3,159
+18
+0.6% +$3.46K 0.46% 51
2019
Q2 		$579K Sell
3,141
-4,093
-57% -$733K 0.39% 50
2019
Q1 		$1.37M Buy
7,234
+3,035
+72% +$580K 0.45% 53
2018
Q4 		$817K Sell
4,199
-7,054
-63% -$1.38M 0.62% 39
2018
Q3 		$2.33M Buy
11,253
+8,655
+333% +$1.71M 1.15% 16
2018
Q2 		$480K Buy
2,598
+198
+8% +$35K 0.36% 53
2018
Q1 		$411K Buy
2,400
+2,348
+4,515% +$431K 0.3% 51
2017
Q4 		$9K Hold
52
– – 0.01% 263
2017
Q3 		$9K Buy
+52
New +$9.21K 0.01% 227
2017
Q1 		– Sell
-257
Closed -$37K – 201
2016
Q4 		$37K Buy
+257
New +$38.7K 0.05% 111

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Legacy Advisors's AMGN Position: Q2 2026 in Review

Legacy Advisors reduced its Amgen (AMGN) stake by 0.18% in Q2 2026, selling an estimated $2.74K and leaving 4,387 shares worth $1.59M. The position accounts for 0.15% of the portfolio, ranked #82.

Legacy Advisors first reported a position in AMGN in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.81M in Q3 2023. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Legacy Advisors held 4,387 shares of Amgen worth $1.59M as of Q2 2026.
  • Legacy Advisors sold 8 Amgen shares in Q2 2026, an estimated $2.74K.
  • Amgen made up 0.15% of Legacy Advisors's portfolio in Q2 2026, its #82 holding.
  • Legacy Advisors first reported a position in Amgen in Q4 2016 and has held it in 36 quarters since.
  • Legacy Advisors's Amgen position peaked at $3.81M in Q3 2023.
  • 1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.