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Legacy Private Trust’s Amgen AMGN Stock Holding History

Legacy Private Trust’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 		$1.54M Sell
4,257
-339
-7% -$116K 0.09% 140
2026
Q1 		$1.62M Sell
4,596
-1,634
-26% -$583K 0.1% 135
2025
Q4 		$2.04M Sell
6,230
-1,861
-23% -$590K 0.12% 120
2025
Q3 		$2.28M Sell
8,091
-1,365
-14% -$396K 0.14% 109
2025
Q2 		$2.64M Buy
9,456
+1,134
+14% +$321K 0.17% 95
2025
Q1 		$2.59M Buy
8,322
+606
+8% +$179K 0.18% 92
2024
Q4 		$2.01M Buy
7,716
+784
+11% +$233K 0.13% 118
2024
Q3 		$2.23M Buy
6,932
+122
+2% +$39.9K 0.15% 112
2024
Q2 		$2.13M Sell
6,810
-170
-2% -$49.9K 0.15% 110
2024
Q1 		$1.98M Buy
6,980
+4,654
+200% +$1.36M 0.15% 115
2023
Q4 		$670K Hold
2,326
– – 0.05% 153
2023
Q3 		$625K Hold
2,326
– – 0.05% 158
2023
Q2 		$516K Sell
2,326
-84
-3% -$19.5K 0.04% 170
2023
Q1 		$583K Sell
2,410
-77
-3% -$18.9K 0.05% 160
2022
Q4 		$653K Hold
2,487
– – 0.06% 159
2022
Q3 		$561K Sell
2,487
-55
-2% -$13.3K 0.05% 160
2022
Q2 		$618K Hold
2,542
– – 0.06% 156
2022
Q1 		$615K Sell
2,542
-270
-10% -$62K 0.05% 176
2021
Q4 		$633K Hold
2,812
– – 0.05% 179
2021
Q3 		$598K Sell
2,812
-490
-15% -$113K 0.05% 171
2021
Q2 		$805K Sell
3,302
-217
-6% -$53.4K 0.07% 160
2021
Q1 		$876K Sell
3,519
-584
-14% -$139K 0.08% 146
2020
Q4 		$943K Sell
4,103
-1,930
-32% -$445K 0.09% 135
2020
Q3 		$1.53M Sell
6,033
-133
-2% -$32.9K 0.16% 105
2020
Q2 		$1.45M Sell
6,166
-1,630
-21% -$372K 0.16% 106
2020
Q1 		$1.58M Hold
7,796
– – 0.21% 92
2019
Q4 		$1.88M Sell
7,796
-429
-5% -$94.6K 0.2% 105
2019
Q3 		$1.59M Sell
8,225
-896
-10% -$172K 0.18% 109
2019
Q2 		$1.68M Sell
9,121
-586
-6% -$105K 0.19% 105
2019
Q1 		$1.84M Buy
9,707
+823
+9% +$157K 0.22% 104
2018
Q4 		$1.73M Sell
8,884
-292
-3% -$57K 0.22% 98
2018
Q3 		$1.9M Buy
9,176
+80
+0.9% +$15.8K 0.22% 99
2018
Q2 		$1.68M Sell
9,096
-105
-1% -$18.6K 0.2% 103
2018
Q1 		$1.57M Buy
9,201
+1,204
+15% +$221K 0.18% 108
2017
Q4 		$1.39M Buy
7,997
+315
+4% +$55.7K 0.16% 114
2017
Q3 		$1.43M Sell
7,682
-1,825
-19% -$323K 0.17% 110
2017
Q2 		$1.64M Sell
9,507
-395
-4% -$64.2K 0.21% 103
2017
Q1 		$1.63M Buy
9,902
+3,734
+61% +$620K 0.21% 109
2016
Q4 		$902K Sell
6,168
-7,155
-54% -$1.08M 0.12% 146
2016
Q3 		$2.22M Buy
+13,323
New +$2.25M 0.3% 90

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Legacy Private Trust's AMGN Position: Q2 2026 in Review

Legacy Private Trust reduced its Amgen (AMGN) stake by 7.4% in Q2 2026, selling an estimated $116K and leaving 4,257 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #140.

Legacy Private Trust first reported a position in AMGN in Q3 2016 and has held it in 40 quarters since. The position peaked at $2.64M in Q2 2025. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Legacy Private Trust held 4,257 shares of Amgen worth $1.54M as of Q2 2026.
  • Legacy Private Trust sold 339 Amgen shares in Q2 2026, an estimated $116K.
  • Amgen made up 0.09% of Legacy Private Trust's portfolio in Q2 2026, its #140 holding.
  • Legacy Private Trust first reported a position in Amgen in Q3 2016 and has held it in 40 quarters since.
  • Legacy Private Trust's Amgen position peaked at $2.64M in Q2 2025.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.