Legacy Wealth Management (Mississippi)’s Amgen AMGN Stock Holding History

Legacy Wealth Management (Mississippi)’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	$713K	Buy	1,969 +8	+0.4%	+$2.74K	0.18%	65
2026 Q1	$690K	Buy	1,961 +9	+0.5%	+$3.21K	0.2%	60
2025 Q4	$639K	Buy	1,952 +16	+0.8%	+$5.08K	0.17%	59
2025 Q3	$546K	Hold	1,936	–	–	0.16%	63
2025 Q2	$541K	Hold	1,936	–	–	0.16%	63
2025 Q1	$603K	Hold	1,936	–	–	0.2%	60
2024 Q4	$505K	Buy	1,936 +1,036	+115%	+$307K	0.2%	68
2024 Q3	$290K	Hold	900	–	–	0.11%	86
2024 Q2	$281K	Hold	900	–	–	0.12%	66
2024 Q1	$256K	Hold	900	–	–	0.12%	67
2023 Q4	$259K	Hold	900	–	–	0.13%	70
2023 Q3	$242K	Buy	+900	New	+$225K	0.13%	71
2023 Q2	–	Sell	-900	Closed	-$218K	–	74
2023 Q1	$218K	Hold	900	–	–	0.12%	72
2022 Q4	$236K	Hold	900	–	–	0.14%	70
2022 Q3	$203K	Hold	900	–	–	0.14%	76
2022 Q2	$219K	Hold	900	–	–	0.13%	81
2022 Q1	$218K	Sell	900 -100	-10%	-$23K	0.11%	93
2021 Q4	$225K	Hold	1,000	–	–	0.12%	100
2021 Q3	$213K	Hold	1,000	–	–	0.11%	101
2021 Q2	$244K	Buy	1,000 +100	+11%	+$24.6K	0.14%	96
2021 Q1	$224K	Hold	900	–	–	0.14%	93
2020 Q4	$207K	Hold	900	–	–	0.13%	92
2020 Q3	$229K	Hold	900	–	–	0.16%	94
2020 Q2	$212K	Buy	+900	New	+$205K	0.16%	95
2020 Q1	–	Sell	-900	Closed	-$217K	–	94
2019 Q4	$217K	Buy	+900	New	+$198K	0.19%	98

Other funds holding AMGN

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Wealth Management (Mississippi)'s AMGN Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) increased its Amgen (AMGN) stake by 0.41% in Q2 2026, buying an estimated $2.74K and bringing the position to 1,969 shares worth $713K. The position accounts for 0.18% of the portfolio, ranked #65.

Legacy Wealth Management (Mississippi) first reported a position in AMGN in Q4 2019 and has held it in 25 quarters since. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Legacy Wealth Management (Mississippi) held 1,969 shares of Amgen worth $713K as of Q2 2026.
Legacy Wealth Management (Mississippi) bought 8 Amgen shares in Q2 2026, an estimated $2.74K.
Amgen made up 0.18% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #65 holding.
Legacy Wealth Management (Mississippi) first reported a position in Amgen in Q4 2019 and has held it in 25 quarters since.
1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.