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Legacy Wealth Asset Management’s Amgen AMGN Stock Holding History

Legacy Wealth Asset 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 		$940K Sell
2,596
-35
-1% -$12K 0.21% 132
2026
Q1 		$926K Sell
2,631
-9
-0.3% -$3.21K 0.23% 133
2025
Q4 		$864K Buy
2,640
+19
+0.7% +$6.03K 0.21% 142
2025
Q3 		$740K Buy
2,621
+13
+0.5% +$3.77K 0.18% 179
2025
Q2 		$728K Sell
2,608
-13
-0.5% -$3.68K 0.19% 157
2025
Q1 		$817K Sell
2,621
-30
-1% -$8.86K 0.23% 117
2024
Q4 		$691K Sell
2,651
-31
-1% -$9.2K 0.19% 165
2024
Q3 		$864K Sell
2,682
-30
-1% -$9.81K 0.23% 112
2024
Q2 		$847K Buy
2,712
+59
+2% +$17.3K 0.24% 110
2024
Q1 		$754K Sell
2,653
-24
-0.9% -$7.02K 0.21% 138
2023
Q4 		$771K Sell
2,677
-22
-0.8% -$5.99K 0.25% 116
2023
Q3 		$725K Sell
2,699
-39
-1% -$9.73K 0.27% 116
2023
Q2 		$608K Sell
2,738
-290
-10% -$67.3K 0.21% 158
2023
Q1 		$732K Sell
3,028
-27
-0.9% -$6.63K 0.26% 121
2022
Q4 		$802K Buy
3,055
+150
+5% +$40.2K 0.31% 108
2022
Q3 		$655K Sell
2,905
-3,060
-51% -$742K 0.29% 120
2022
Q2 		$1.45M Sell
5,965
-1,357
-19% -$333K 0.59% 29
2022
Q1 		$1.77M Buy
7,322
+484
+7% +$111K 0.63% 27
2021
Q4 		$1.54M Buy
6,838
+915
+15% +$193K 0.52% 34
2021
Q3 		$1.26M Buy
5,923
+216
+4% +$49.7K 0.58% 33
2021
Q2 		$1.39M Buy
5,707
+88
+2% +$21.6K 0.62% 20
2021
Q1 		$1.4M Buy
5,619
+59
+1% +$14.1K 0.65% 22
2020
Q4 		$1.28M Buy
+5,560
New +$1.28M 0.64% 26

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 Wealth Asset Management's AMGN Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Amgen (AMGN) stake by 1.3% in Q2 2026, selling an estimated $12K and leaving 2,596 shares worth $940K. The position accounts for 0.21% of the portfolio, ranked #132.

Legacy Wealth Asset Management first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.77M in Q1 2022. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Legacy Wealth Asset Management held 2,596 shares of Amgen worth $940K as of Q2 2026.
  • Legacy Wealth Asset Management sold 35 Amgen shares in Q2 2026, an estimated $12K.
  • Amgen made up 0.21% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #132 holding.
  • Legacy Wealth Asset Management first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Amgen position peaked at $1.77M in Q1 2022.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.