Oliver Luxxe Assets’s Amgen AMGN Stock Holding History

Oliver Luxxe Assets’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	$214K	Sell	590 -50	-8%	-$17.1K	0.03%	195
2026 Q1	$225K	Sell	640 -50	-7%	-$17.8K	0.03%	194
2025 Q4	$226K	Buy	+690	New	+$219K	0.03%	186
2019 Q2	–	Sell	-4,862	Closed	-$924K	–	121
2019 Q1	$924K	Sell	4,862 -52	-1%	-$9.93K	0.54%	63
2018 Q4	$957K	Buy	4,914 +20	+0.4%	+$3.9K	0.65%	49
2018 Q3	$998K	Sell	4,894 -902	-16%	-$178K	0.57%	55
2018 Q2	$988K	Hold	5,796	–	–	0.63%	44
2018 Q1	$988K	Sell	5,796 -89	-2%	-$16.3K	0.61%	45
2017 Q4	$1.02M	Buy	5,885 +150	+3%	+$26.5K	0.62%	47
2017 Q3	$1.07M	Buy	5,735 +314	+6%	+$55.6K	0.67%	46
2017 Q2	$934K	Buy	5,421 +717	+15%	+$117K	0.61%	48
2017 Q1	$772K	Buy	4,704 +908	+24%	+$151K	0.52%	54
2016 Q4	$555K	Sell	3,796 -53	-1%	-$7.98K	0.38%	64
2016 Q3	$642K	Buy	3,849 +467	+14%	+$79K	0.5%	57
2016 Q2	$515K	Buy	+3,382	New	+$526K	0.44%	61

Other funds holding AMGN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Oliver Luxxe Assets's AMGN Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Amgen (AMGN) stake by 7.8% in Q2 2026, selling an estimated $17.1K and leaving 590 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #195.

Oliver Luxxe Assets first reported a position in AMGN in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.07M in Q3 2017. 659 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Oliver Luxxe Assets held 590 shares of Amgen worth $214K as of Q2 2026.
Oliver Luxxe Assets sold 50 Amgen shares in Q2 2026, an estimated $17.1K.
Amgen made up 0.03% of Oliver Luxxe Assets's portfolio in Q2 2026, its #195 holding.
Oliver Luxxe Assets first reported a position in Amgen in Q2 2016 and has held it in 15 quarters since.
Oliver Luxxe Assets's Amgen position peaked at $1.07M in Q3 2017.
659 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.