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Lineweaver Wealth Advisors’s Amgen AMGN Stock Holding History

Lineweaver Wealth 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 		$2.95M Buy
8,159
+407
+5% +$139K 0.35% 63
2026
Q1 		$2.73M Buy
7,752
+108
+1% +$38.5K 0.37% 58
2025
Q4 		$2.5M Buy
7,644
+491
+7% +$156K 0.34% 58
2025
Q3 		$2.02M Buy
7,153
+822
+13% +$238K 0.3% 65
2025
Q2 		$1.77M Buy
6,331
+688
+12% +$195K 0.28% 74
2025
Q1 		$1.76M Buy
5,643
+731
+15% +$216K 0.3% 67
2024
Q4 		$1.28M Buy
4,912
+3,723
+313% +$1.1M 0.24% 80
2024
Q3 		$383K Buy
1,189
+17
+1% +$5.56K 0.07% 106
2024
Q2 		$367K Sell
1,172
-396
-25% -$116K 0.08% 107
2024
Q1 		$445K Buy
1,568
+9
+0.6% +$2.63K 0.11% 104
2023
Q4 		$449K Sell
1,559
-46
-3% -$12.5K 0.12% 103
2023
Q3 		$431K Buy
1,605
+185
+13% +$46.2K 0.13% 100
2023
Q2 		$316K Sell
1,420
-45
-3% -$10.4K 0.09% 100
2023
Q1 		$354K Buy
1,465
+38
+3% +$9.33K 0.11% 100
2022
Q4 		$374K Sell
1,427
-31
-2% -$8.31K 0.11% 95
2022
Q3 		$328K Sell
1,458
-3
-0.2% -$727 0.11% 101
2022
Q2 		$355K Buy
1,461
+35
+2% +$8.58K 0.12% 97
2022
Q1 		$345K Sell
1,426
-47
-3% -$10.8K 0.1% 108
2021
Q4 		$331K Sell
1,473
-149
-9% -$31.4K 0.1% 106
2021
Q3 		$344K Buy
1,622
+37
+2% +$8.52K 0.11% 99
2021
Q2 		$386K Buy
1,585
+69
+5% +$17K 0.13% 81
2021
Q1 		$377K Buy
1,516
+141
+10% +$33.6K 0.13% 76
2020
Q4 		$316K Buy
1,375
+42
+3% +$9.68K 0.12% 74
2020
Q3 		$338K Buy
1,333
+258
+24% +$63.9K 0.15% 64
2020
Q2 		$253K Buy
+1,075
New +$245K 0.13% 71

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

Lineweaver Wealth Advisors's AMGN Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Amgen (AMGN) stake by 5.3% in Q2 2026, buying an estimated $139K and bringing the position to 8,159 shares worth $2.95M. The position accounts for 0.35% of the portfolio, ranked #63.

Lineweaver Wealth Advisors first reported a position in AMGN in Q2 2020 and has held it in 25 quarters since. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Lineweaver Wealth Advisors held 8,159 shares of Amgen worth $2.95M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 407 Amgen shares in Q2 2026, an estimated $139K.
  • Amgen made up 0.35% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Lineweaver Wealth Advisors first reported a position in Amgen in Q2 2020 and has held it in 25 quarters since.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.