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Legacy Edge Advisors’s Amgen AMGN Stock Holding History

Legacy Edge 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 		$452K Buy
1,618
+146
+10% +$50K 0.06% 129
2026
Q1 		$518K Sell
1,472
-64
-4% -$22.8K 0.05% 135
2025
Q4 		$503K Buy
+1,536
New +$487K 0.06% 129

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

Legacy Edge Advisors's AMGN Position: Q2 2026 in Review

Legacy Edge Advisors increased its Amgen (AMGN) stake by 9.9% in Q2 2026, buying an estimated $50K and bringing the position to 1,618 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #129.

Legacy Edge Advisors first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $518K in Q1 2026. 2,223 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Legacy Edge Advisors held 1,618 shares of Amgen worth $452K as of Q2 2026.
  • Legacy Edge Advisors bought 146 Amgen shares in Q2 2026, an estimated $50K.
  • Amgen made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #129 holding.
  • Legacy Edge Advisors first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Amgen position peaked at $518K in Q1 2026.
  • 2,223 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.