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Meriwether Wealth & Planning’s Amgen AMGN Stock Holding History

Meriwether Wealth & Planning’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 		$372K Sell
1,026
-11
-1% -$3.77K 0.18% 80
2026
Q1 		$365K Sell
1,037
-31
-3% -$11.1K 0.2% 76
2025
Q4 		$350K Sell
1,068
-73
-6% -$23.2K 0.2% 77
2025
Q3 		$322K Sell
1,141
-140
-11% -$40.6K 0.19% 82
2025
Q2 		$358K Sell
1,281
-364
-22% -$103K 0.22% 75
2025
Q1 		$513K Buy
1,645
+44
+3% +$13K 0.33% 57
2024
Q4 		$417K Buy
+1,601
New +$475K 0.3% 63

Other funds holding AMGN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Meriwether Wealth & Planning's AMGN Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Amgen (AMGN) stake by 1.1% in Q2 2026, selling an estimated $3.77K and leaving 1,026 shares worth $372K. The position accounts for 0.18% of the portfolio, ranked #80.

Meriwether Wealth & Planning first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. The position peaked at $513K in Q1 2025. 577 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Meriwether Wealth & Planning held 1,026 shares of Amgen worth $372K as of Q2 2026.
  • Meriwether Wealth & Planning sold 11 Amgen shares in Q2 2026, an estimated $3.77K.
  • Amgen made up 0.18% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #80 holding.
  • Meriwether Wealth & Planning first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Amgen position peaked at $513K in Q1 2025.
  • 577 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.