Lido Advisors’s Amgen AMGN Stock Holding History

Lido 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	$1.48M	Hold	4,100	–	–	﹤0.01%	913
2026 Q1	$1.44M	Sell	4,100 -1,700	-29%	-$606K	﹤0.01%	810
2025 Q4	$1.9M	Hold	5,800	–	–	0.01%	737
2025 Q3	$1.64M	Hold	5,800	–	–	0.01%	754
2025 Q2	$1.62M	Buy	5,800 +1,100	+23%	+$312K	0.01%	658
2025 Q1	$1.46M	Hold	4,700	–	–	0.01%	631
2024 Q4	$1.23M	Buy	+4,700	New	+$1.39M	0.01%	685
2023 Q1	–	Sell	-800	Closed	-$210K	–	1149
2022 Q4	$210K	Buy	+800	New	+$214K	﹤0.01%	892

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors's AMGN Position: Q2 2026 in Review

Lido Advisors reduced its Amgen (AMGN) stake by 0.5% in Q2 2026, selling an estimated $135K and leaving 77,970 shares worth $28.2M. The position accounts for 0.08% of the portfolio, ranked #173.

Lido Advisors first reported a position in AMGN in Q1 2016 and has held it in 41 quarters since. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Lido Advisors held 77,970 shares of Amgen worth $28.2M as of Q2 2026.
Lido Advisors sold 395 Amgen shares in Q2 2026, an estimated $135K.
Amgen made up 0.08% of Lido Advisors's portfolio in Q2 2026, its #173 holding.
Lido Advisors first reported a position in Amgen in Q1 2016 and has held it in 41 quarters since.
3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.