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LRI Investments’s Amgen AMGN Stock Holding History

LRI Investments’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 		$382K Sell
1,056
-78
-7% -$26.7K 0.03% 218
2026
Q1 		$399K Buy
1,134
+177
+18% +$63.1K 0.04% 202
2025
Q4 		$313K Sell
957
-68
-7% -$21.6K 0.03% 222
2025
Q3 		$289K Hold
1,025
– – 0.02% 245
2025
Q2 		$286K Sell
1,025
-12
-1% -$3.4K 0.02% 232
2025
Q1 		$323K Sell
1,037
-394
-28% -$116K 0.03% 207
2024
Q4 		$373K Sell
1,431
-919
-39% -$273K 0.04% 175
2024
Q3 		$695K Sell
2,350
-113
-5% -$37K 0.07% 115
2024
Q2 		$770K Buy
2,463
+1,929
+361% +$567K 0.09% 81
2024
Q1 		$152K Buy
+534
New +$156K 0.04% 153

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LRI Investments's AMGN Position: Q2 2026 in Review

LRI Investments reduced its Amgen (AMGN) stake by 6.9% in Q2 2026, selling an estimated $26.7K and leaving 1,056 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #218.

LRI Investments first reported a position in AMGN in Q1 2024 and has held it in 10 quarters since. The position peaked at $770K in Q2 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • LRI Investments held 1,056 shares of Amgen worth $382K as of Q2 2026.
  • LRI Investments sold 78 Amgen shares in Q2 2026, an estimated $26.7K.
  • Amgen made up 0.03% of LRI Investments's portfolio in Q2 2026, its #218 holding.
  • LRI Investments first reported a position in Amgen in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Amgen position peaked at $770K in Q2 2024.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.