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MBL Wealth’s Amgen AMGN Stock Holding History

MBL Wealth’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 		$536K Sell
1,479
-34
-2% -$11.6K 0.04% 204
2026
Q1 		$532K Buy
1,513
+616
+69% +$220K 0.04% 190
2025
Q4 		$294K Sell
897
-16
-2% -$5.08K 0.02% 241
2025
Q3 		$258K Sell
913
-144
-14% -$41.8K 0.02% 221
2025
Q2 		$295K Buy
1,057
+32
+3% +$9.06K 0.03% 192
2025
Q1 		$319K Sell
1,025
-277
-21% -$81.8K 0.03% 171
2024
Q4 		$339K Sell
1,302
-101
-7% -$30K 0.03% 163
2024
Q3 		$452K Buy
1,403
+132
+10% +$43.2K 0.05% 141
2024
Q2 		$397K Buy
1,271
+72
+6% +$21.2K 0.04% 142
2024
Q1 		$341K Buy
+1,199
New +$351K 0.04% 144
2023
Q1 		– Sell
-1,719
Closed -$451K – 164
2022
Q4 		$451K Buy
+1,719
New +$461K 0.09% 107
2021
Q1 		$291K Buy
1,171
+110
+10% +$26.2K 0.1% 117
2020
Q4 		$244K Buy
+1,061
New +$245K 0.1% 111

Other funds holding AMGN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

MBL Wealth's AMGN Position: Q2 2026 in Review

MBL Wealth reduced its Amgen (AMGN) stake by 2.2% in Q2 2026, selling an estimated $11.6K and leaving 1,479 shares worth $536K. The position accounts for 0.04% of the portfolio, ranked #204.

MBL Wealth first reported a position in AMGN in Q4 2020 and has held it in 13 quarters since. 1,630 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • MBL Wealth held 1,479 shares of Amgen worth $536K as of Q2 2026.
  • MBL Wealth sold 34 Amgen shares in Q2 2026, an estimated $11.6K.
  • Amgen made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #204 holding.
  • MBL Wealth first reported a position in Amgen in Q4 2020 and has held it in 13 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.