Marshall & Sterling Wealth Advisors’s Amgen AMGN Stock Holding History

Marshall & Sterling 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	$750K	Buy	2,071 +177	+9%	+$60.6K	0.44%	45
2026 Q1	$667K	Sell	1,894 -359	-16%	-$128K	0.44%	43
2025 Q4	$738K	Sell	2,253 -2	-0.1%	-$634	0.49%	40
2025 Q3	$633K	Sell	2,255 -18	-0.8%	-$5.22K	0.41%	45
2025 Q2	$631K	Buy	2,273 +232	+11%	+$65.7K	0.43%	42
2025 Q1	$636K	Buy	2,041 +215	+12%	+$63.5K	0.43%	41
2024 Q4	$476K	Buy	+1,826	New	+$542K	0.33%	58

Other funds holding AMGN

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AMGN Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Amgen (AMGN) stake by 9.3% in Q2 2026, buying an estimated $60.6K and bringing the position to 2,071 shares worth $750K. The position accounts for 0.44% of the portfolio, ranked #45.

Marshall & Sterling Wealth Advisors first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. 1,372 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Marshall & Sterling Wealth Advisors held 2,071 shares of Amgen worth $750K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 177 Amgen shares in Q2 2026, an estimated $60.6K.
Amgen made up 0.44% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Marshall & Sterling Wealth Advisors first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
1,372 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.