Mogy Joel R Investment Counsel’s Amgen AMGN Stock Holding History

Mogy Joel R Investment Counsel’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	$2.14M	Sell	5,923 -450	-7%	-$154K	0.12%	52
2026 Q1	$2.24M	Sell	6,373 -550	-8%	-$196K	0.14%	46
2025 Q4	$2.27M	Hold	6,923	–	–	0.12%	49
2025 Q3	$1.95M	Hold	6,923	–	–	0.11%	51
2025 Q2	$1.93M	Sell	6,923 -18	-0.3%	-$5.1K	0.11%	51
2025 Q1	$2.16M	Hold	6,941	–	–	0.14%	49
2024 Q4	$1.81M	Hold	6,941	–	–	0.11%	54
2024 Q3	$2.24M	Hold	6,941	–	–	0.14%	49
2024 Q2	$2.17M	Hold	6,941	–	–	0.14%	48
2024 Q1	$1.97M	Hold	6,941	–	–	0.13%	51
2023 Q4	$2M	Sell	6,941 -1	-0%	-$272	0.15%	52
2023 Q3	$1.87M	Sell	6,942 -1,242	-15%	-$310K	0.16%	56
2023 Q2	$1.82M	Buy	8,184 +1,000	+14%	+$232K	0.14%	60
2023 Q1	$1.74M	Buy	7,184 +1	+0%	+$245	0.15%	57
2022 Q4	$1.89M	Hold	7,183	–	–	0.19%	53
2022 Q3	$1.62M	Hold	7,183	–	–	0.17%	54
2022 Q2	$1.75M	Buy	7,183 +717	+11%	+$176K	0.17%	56
2022 Q1	$1.56M	Sell	6,466 -27	-0.4%	-$6.2K	0.12%	62
2021 Q4	$1.46M	Buy	6,493 +27	+0.4%	+$5.7K	0.1%	68
2021 Q3	$1.38M	Sell	6,466 -40	-0.6%	-$9.21K	0.11%	66
2021 Q2	$1.59M	Sell	6,506 -15	-0.2%	-$3.69K	0.13%	64
2021 Q1	$1.62M	Hold	6,521	–	–	0.16%	63
2020 Q4	$1.5M	Sell	6,521 -20	-0.3%	-$4.61K	0.15%	63
2020 Q3	$1.66M	Hold	6,541	–	–	0.18%	57
2020 Q2	$1.54M	Sell	6,541 -25	-0.4%	-$5.7K	0.18%	58
2020 Q1	$1.33M	Sell	6,566 -74	-1%	-$16.2K	0.19%	60
2019 Q4	$1.6M	Hold	6,640	–	–	0.19%	66
2019 Q3	$1.28M	Hold	6,640	–	–	0.16%	74
2019 Q2	$1.22M	Hold	6,640	–	–	0.16%	74
2019 Q1	$1.26M	Hold	6,640	–	–	0.17%	71
2018 Q4	$1.29M	Sell	6,640 -150	-2%	-$29.3K	0.2%	67
2018 Q3	$1.41M	Sell	6,790 -20	-0.3%	-$3.94K	0.19%	67
2018 Q2	$1.26M	Buy	6,810 +20	+0.3%	+$3.54K	0.19%	68
2018 Q1	$1.16M	Hold	6,790	–	–	0.18%	69
2017 Q4	$1.18M	Hold	6,790	–	–	0.18%	70
2017 Q3	$1.27M	Buy	6,790 +816	+14%	+$145K	0.21%	71
2017 Q2	$1.03M	Buy	5,974 +74	+1%	+$12K	0.18%	73
2017 Q1	$968K	Hold	5,900	–	–	0.17%	76
2016 Q4	$863K	Sell	5,900 -34	-0.6%	-$5.12K	0.16%	81
2016 Q3	$990K	Buy	5,934 +34	+0.6%	+$5.75K	0.18%	75
2016 Q2	$898K	Hold	5,900	–	–	0.17%	81
2016 Q1	$885K	Buy	5,900 +5,229	+779%	+$777K	0.16%	81
2015 Q4	$1.09K	Sell	671 -6,035	-90%	-$949K	0.2%	77
2015 Q3	$928K	Buy	6,706 +4	+0.1%	+$631	0.18%	80
2015 Q2	$1.03M	Buy	6,702 +36	+0.5%	+$5.77K	0.19%	77
2015 Q1	$1.07M	Hold	6,666	–	–	0.2%	79
2014 Q4	$1.06M	Hold	6,666	–	–	0.2%	78
2014 Q3	$936K	Hold	6,666	–	–	0.19%	81
2014 Q2	$789K	Hold	6,666	–	–	0.16%	87
2014 Q1	$822K	Sell	6,666 -200	-3%	-$24.3K	0.17%	85
2013 Q4	$783K	Hold	6,866	–	–	0.17%	84
2013 Q3	$768K	Hold	6,866	–	–	0.18%	84
2013 Q2	$677K	Buy	+6,866	New	+$712K	0.16%	85

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mogy Joel R Investment Counsel's AMGN Position: Q2 2026 in Review

Mogy Joel R Investment Counsel reduced its Amgen (AMGN) stake by 7.1% in Q2 2026, selling an estimated $154K and leaving 5,923 shares worth $2.14M. The position accounts for 0.12% of the portfolio, ranked #52.

Mogy Joel R Investment Counsel first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.27M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Mogy Joel R Investment Counsel held 5,923 shares of Amgen worth $2.14M as of Q2 2026.
Mogy Joel R Investment Counsel sold 450 Amgen shares in Q2 2026, an estimated $154K.
Amgen made up 0.12% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #52 holding.
Mogy Joel R Investment Counsel first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
Mogy Joel R Investment Counsel's Amgen position peaked at $2.27M in Q4 2025.
1,315 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.