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LifeSteps Financial’s Amgen AMGN Stock Holding History

LifeSteps Financial’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 		$294K Sell
813
-232
-22% -$79.4K 0.14% 81
2026
Q1 		$368K Sell
1,045
-203
-16% -$72.4K 0.23% 65
2025
Q4 		$408K Sell
1,248
-69
-5% -$21.9K 0.26% 59
2025
Q3 		$372K Sell
1,317
-138
-9% -$40K 0.24% 64
2025
Q2 		$406K Sell
1,455
-207
-12% -$58.6K 0.28% 56
2025
Q1 		$518K Sell
1,662
-181
-10% -$53.4K 0.42% 45
2024
Q4 		$480K Buy
1,843
+56
+3% +$16.6K 0.37% 48
2024
Q3 		$576K Buy
1,787
+509
+40% +$166K 0.45% 43
2024
Q2 		$399K Sell
1,278
-50
-4% -$14.7K 0.33% 53
2024
Q1 		$378K Buy
1,328
+50
+4% +$14.6K 0.28% 55
2023
Q4 		$368K Hold
1,278
– – 0.33% 53
2023
Q3 		$343K Hold
1,278
– – 0.35% 50
2023
Q2 		$284K Sell
1,278
-95
-7% -$22K 0.28% 57
2023
Q1 		$332K Buy
1,373
+45
+3% +$11K 0.35% 51
2022
Q4 		$349K Buy
1,328
+200
+18% +$53.6K 0.36% 49
2022
Q3 		$254K Hold
1,128
– – 0.29% 61
2022
Q2 		$274K Hold
1,128
– – 0.29% 60
2022
Q1 		$273K Hold
1,128
– – 0.2% 69
2021
Q4 		$254K Hold
1,128
– – 0.18% 73
2021
Q3 		$240K Sell
1,128
-1
-0.1% -$230 0.18% 76
2021
Q2 		$275K Sell
1,129
-5
-0.4% -$1.23K 0.21% 74
2021
Q1 		$282K Buy
1,134
+20
+2% +$4.77K 0.24% 69
2020
Q4 		$256K Sell
1,114
-20
-2% -$4.61K 0.23% 69
2020
Q3 		$288K Hold
1,134
– – 0.3% 55
2020
Q2 		$267K Hold
1,134
– – 0.31% 56
2020
Q1 		$230K Hold
1,134
– – 0.26% 65
2019
Q4 		$273K Buy
+1,134
New +$250K 0.26% 76

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LifeSteps Financial's AMGN Position: Q2 2026 in Review

LifeSteps Financial reduced its Amgen (AMGN) stake by 22% in Q2 2026, selling an estimated $79.4K and leaving 813 shares worth $294K. The position accounts for 0.14% of the portfolio, ranked #81.

LifeSteps Financial first reported a position in AMGN in Q4 2019 and has held it in 27 quarters since. The position peaked at $576K in Q3 2024. 1,382 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • LifeSteps Financial held 813 shares of Amgen worth $294K as of Q2 2026.
  • LifeSteps Financial sold 232 Amgen shares in Q2 2026, an estimated $79.4K.
  • Amgen made up 0.14% of LifeSteps Financial's portfolio in Q2 2026, its #81 holding.
  • LifeSteps Financial first reported a position in Amgen in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's Amgen position peaked at $576K in Q3 2024.
  • 1,382 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.