Meriwether Wealth & Planning
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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
Q3 		$449K Buy
1,066
+40
+4% +$15.9K 0.2% 73
2026
Q2 		$372K Sell
1,026
-11
-1% -$3.76K 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 		$512K Buy
1,645
+44
+3% +$13K 0.33% 57
2024
Q4 		$417K Buy
+1,601
New +$475K 0.3% 63

Other funds holding AMGN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Meriwether Wealth & Planning's AMGN Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its Amgen (AMGN) stake by 3.9% in Q3 2026, buying an estimated $15.9K and bringing the position to 1,066 shares worth $449K. The position accounts for 0.2% of the portfolio, ranked #73.

Meriwether Wealth & Planning first reported a position in AMGN in Q4 2024 and has held it in 8 quarters since. The position peaked at $512K in Q1 2025. 965 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Meriwether Wealth & Planning held 1,066 shares of Amgen worth $449K as of Q3 2026.
  • Meriwether Wealth & Planning bought 40 Amgen shares in Q3 2026, an estimated $15.9K.
  • Amgen made up 0.2% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #73 holding.
  • Meriwether Wealth & Planning first reported a position in Amgen in Q4 2024 and has held it in 8 quarters since.
  • Meriwether Wealth & Planning's Amgen position peaked at $512K in Q1 2025.
  • 965 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.