Lodestone Wealth Management
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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
Q3 		$5.62M Sell
13,336
-79
-0.6% -$31.5K 1.89% 9
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Lodestone Wealth Management's AMGN Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Amgen (AMGN) stake by 0.59% in Q3 2026, selling an estimated $31.5K and leaving 13,336 shares worth $5.62M. The position accounts for 1.89% of the portfolio, ranked #9.

Lodestone Wealth Management first reported a position in AMGN in Q4 2022 and has held it in 16 quarters since. 1,361 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Lodestone Wealth Management held 13,336 shares of Amgen worth $5.62M as of Q3 2026.
  • Lodestone Wealth Management sold 79 Amgen shares in Q3 2026, an estimated $31.5K.
  • Amgen made up 1.89% of Lodestone Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Lodestone Wealth Management first reported a position in Amgen in Q4 2022 and has held it in 16 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.