Morton Brown Family Wealth’s Amgen AMGN Stock Holding History

Morton Brown Family 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	$243K	Hold	671	–	–	0.06%	64
2026 Q1	$236K	Hold	671	–	–	0.06%	57
2025 Q4	$220K	Buy	671 +1	+0.1%	+$317	0.06%	58
2025 Q3	$189K	Hold	670	–	–	0.05%	60
2025 Q2	$187K	Hold	670	–	–	0.06%	58
2025 Q1	$209K	Hold	670	–	–	0.07%	56
2024 Q4	$175K	Hold	670	–	–	0.06%	62
2024 Q3	$216K	Sell	670 -13	-2%	-$4.25K	0.08%	53
2024 Q2	$226K	Hold	683	–	–	0.09%	52
2024 Q1	$194K	Sell	683 -2	-0.3%	-$585	0.08%	53
2023 Q4	$197K	Buy	685 +2	+0.3%	+$545	0.09%	51
2023 Q3	$184K	Sell	683 -77	-10%	-$19.2K	0.09%	44
2023 Q2	$169K	Hold	760	–	–	0.09%	48
2023 Q1	$184K	Hold	760	–	–	0.11%	48
2022 Q4	$200K	Sell	760 -29	-4%	-$7.77K	0.14%	45
2022 Q3	$178K	Buy	789 +29	+4%	+$7.03K	0.14%	38
2022 Q2	$185K	Sell	760 -40	-5%	-$9.8K	0.14%	37
2022 Q1	$193K	Hold	800	–	–	0.15%	39
2021 Q4	$180K	Buy	+800	New	+$169K	0.14%	41

Other funds holding AMGN

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Morton Brown Family Wealth's AMGN Position: Q2 2026 in Review

Morton Brown Family Wealth held its Amgen (AMGN) position steady in Q2 2026 at 671 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #64.

Morton Brown Family Wealth first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. 1,372 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Morton Brown Family Wealth held 671 shares of Amgen worth $243K as of Q2 2026.
Morton Brown Family Wealth left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.06% of Morton Brown Family Wealth's portfolio in Q2 2026, its #64 holding.
Morton Brown Family Wealth first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
1,372 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.