Merrion Investment Management’s Amgen AMGN Stock Holding History

Merrion Investment Management’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	$537K	Sell	1,483 -285	-16%	-$97.6K	0.25%	73
2026 Q1	$622K	Hold	1,768	–	–	0.33%	61
2025 Q4	$579K	Hold	1,768	–	–	0.31%	63
2025 Q3	$499K	Sell	1,768 -700	-28%	-$203K	0.29%	66
2025 Q2	$689K	Hold	2,468	–	–	0.45%	49
2025 Q1	$769K	Sell	2,468 -125	-5%	-$36.9K	0.55%	46
2024 Q4	$676K	Hold	2,593	–	–	0.47%	48
2024 Q3	$835K	Hold	2,593	–	–	0.55%	37
2024 Q2	$810K	Sell	2,593 -50	-2%	-$14.7K	0.56%	38
2024 Q1	$751K	Buy	2,643 +175	+7%	+$51.2K	0.54%	41
2023 Q4	$711K	Buy	2,468 +425	+21%	+$116K	0.56%	37
2023 Q3	$549K	Sell	2,043 -200	-9%	-$49.9K	0.48%	44
2023 Q2	$498K	Hold	2,243	–	–	0.42%	49
2023 Q1	$542K	Hold	2,243	–	–	0.52%	42
2022 Q4	$589K	Sell	2,243 -180	-7%	-$48.3K	0.55%	42
2022 Q3	$546K	Hold	2,423	–	–	0.54%	42
2022 Q2	$590K	Sell	2,423 -80	-3%	-$19.6K	0.57%	38
2022 Q1	$605K	Sell	2,503 -500	-17%	-$115K	0.44%	47
2021 Q4	$675K	Hold	3,003	–	–	0.5%	43
2021 Q3	$638K	Sell	3,003 -10	-0.3%	-$2.3K	0.49%	43
2021 Q2	$734K	Sell	3,013 -119	-4%	-$29.3K	0.56%	40
2021 Q1	$779K	Hold	3,132	–	–	0.65%	35
2020 Q4	$720K	Buy	+3,132	New	+$722K	0.61%	36

Other funds holding AMGN

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Merrion Investment Management's AMGN Position: Q2 2026 in Review

Merrion Investment Management reduced its Amgen (AMGN) stake by 16% in Q2 2026, selling an estimated $97.6K and leaving 1,483 shares worth $537K. The position accounts for 0.25% of the portfolio, ranked #73.

Merrion Investment Management first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. The position peaked at $835K in Q3 2024. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Merrion Investment Management held 1,483 shares of Amgen worth $537K as of Q2 2026.
Merrion Investment Management sold 285 Amgen shares in Q2 2026, an estimated $97.6K.
Amgen made up 0.25% of Merrion Investment Management's portfolio in Q2 2026, its #73 holding.
Merrion Investment Management first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
Merrion Investment Management's Amgen position peaked at $835K in Q3 2024.
1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.