Lloyd Advisory Services’s Amgen AMGN Stock Holding History

Lloyd Advisory Services’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	$114K	Sell	314 -625	-67%	-$214K	0.04%	168
2026 Q1	$331K	Buy	939 +383	+69%	+$137K	0.09%	105
2025 Q4	$182K	Sell	556 -254	-31%	-$80.6K	0.07%	128
2025 Q3	$229K	Sell	810 -32	-4%	-$9.28K	0.11%	85
2025 Q2	$235K	Buy	842 +153	+22%	+$43.3K	0.11%	87
2025 Q1	$215K	Buy	+689	New	+$203K	0.11%	94
2024 Q3	–	Sell	-701	Closed	-$219K	–	98
2024 Q2	$219K	Buy	+701	New	+$206K	0.1%	84
2024 Q1	–	Sell	-826	Closed	-$238K	–	129
2023 Q4	$238K	Sell	826 -4,131	-83%	-$1.13M	0.11%	113
2023 Q3	$1.33M	Buy	+4,957	New	+$1.24M	0.44%	44
2022 Q3	–	Sell	-820	Closed	-$200K	–	44
2022 Q2	$200K	Buy	820 +4	+0.5%	+$980	0.16%	65
2022 Q1	$197K	Buy	816 +260	+47%	+$59.7K	0.09%	92
2021 Q4	$125K	Buy	556 +141	+34%	+$29.8K	0.06%	123
2021 Q3	$88K	Buy	415 +218	+111%	+$50.2K	0.05%	129
2021 Q2	$48K	Buy	197 +2	+1%	+$492	0.02%	156
2021 Q1	$49K	Sell	195 -172	-47%	-$41K	0.03%	137
2020 Q4	$84K	Sell	367 -15	-4%	-$3.46K	0.05%	90
2020 Q3	$97K	Sell	382 -43	-10%	-$10.7K	0.06%	77
2020 Q2	$100K	Sell	425 -16	-4%	-$3.65K	0.06%	81
2020 Q1	$89K	Sell	441 -155	-26%	-$33.9K	0.07%	77
2019 Q4	$144K	Buy	+596	New	+$131K	0.13%	80

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's AMGN Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Amgen (AMGN) stake by 67% in Q2 2026, selling an estimated $214K and leaving 314 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #168.

Lloyd Advisory Services first reported a position in AMGN in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.33M in Q3 2023. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Lloyd Advisory Services held 314 shares of Amgen worth $114K as of Q2 2026.
Lloyd Advisory Services sold 625 Amgen shares in Q2 2026, an estimated $214K.
Amgen made up 0.04% of Lloyd Advisory Services's portfolio in Q2 2026, its #168 holding.
Lloyd Advisory Services first reported a position in Amgen in Q4 2019 and has held it in 20 quarters since.
Lloyd Advisory Services's Amgen position peaked at $1.33M in Q3 2023.
3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.