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Lodestone Wealth Management’s Amgen AMGN Stock Holding History

Lodestone Wealth Management’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 		$4.86M Sell
13,415
-34
-0.3% -$11.6K 1.72% 9
2026
Q1 		$4.73M Buy
13,449
+56
+0.4% +$20K 1.88% 8
2025
Q4 		$4.38M Sell
13,393
-227
-2% -$72K 1.79% 10
2025
Q3 		$3.84M Buy
13,620
+316
+2% +$91.6K 1.73% 12
2025
Q2 		$3.71M Buy
13,304
+103
+0.8% +$29.2K 1.81% 12
2025
Q1 		$4.11M Sell
13,201
-1,052
-7% -$311K 2.19% 10
2024
Q4 		$3.71M Sell
14,253
-380
-3% -$113K 1.86% 12
2024
Q3 		$4.71M Buy
14,633
+361
+3% +$118K 2.36% 6
2024
Q2 		$4.46M Buy
14,272
+43
+0.3% +$12.6K 2.35% 4
2024
Q1 		$4.05M Buy
14,229
+11
+0.1% +$3.22K 2.12% 7
2023
Q4 		$4.1M Sell
14,218
-729
-5% -$199K 2.37% 5
2023
Q3 		$4.02M Sell
14,947
-259
-2% -$64.6K 2.81% 5
2023
Q2 		$3.38M Buy
15,206
+1,767
+13% +$410K 2.31% 7
2023
Q1 		$3.25M Sell
13,439
-233
-2% -$57.2K 2.5% 6
2022
Q4 		$3.59M Buy
+13,672
New +$3.66M 2.9% 4

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Lodestone Wealth Management's AMGN Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Amgen (AMGN) stake by 0.25% in Q2 2026, selling an estimated $11.6K and leaving 13,415 shares worth $4.86M. The position accounts for 1.72% of the portfolio, ranked #9.

Lodestone Wealth Management first reported a position in AMGN in Q4 2022 and has held it in 15 quarters since. 1,278 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Lodestone Wealth Management held 13,415 shares of Amgen worth $4.86M as of Q2 2026.
  • Lodestone Wealth Management sold 34 Amgen shares in Q2 2026, an estimated $11.6K.
  • Amgen made up 1.72% of Lodestone Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Lodestone Wealth Management first reported a position in Amgen in Q4 2022 and has held it in 15 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.