Precedent Wealth Partners’s Amgen AMGN Stock Holding History

Precedent Wealth Partners’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	$647K	Sell	1,788 -6,358	-78%	-$2.18M	0.11%	131
2026 Q1	$2.87M	Buy	8,146 +206	+3%	+$73.4K	0.57%	55
2025 Q4	$2.6M	Buy	7,940 +371	+5%	+$118K	0.55%	59
2025 Q3	$2.14M	Buy	7,569 +433	+6%	+$126K	0.47%	66
2025 Q2	$1.99M	Buy	7,136 +877	+14%	+$248K	0.49%	61
2025 Q1	$1.95M	Buy	6,259 +852	+16%	+$252K	0.54%	57
2024 Q4	$1.41M	Buy	5,407 +176	+3%	+$52.2K	0.46%	61
2024 Q3	$1.69M	Buy	5,231 +421	+9%	+$138K	0.56%	40
2024 Q2	$1.5M	Buy	4,810 +248	+5%	+$72.9K	0.61%	37
2024 Q1	$1.3M	Buy	4,562 +307	+7%	+$89.8K	0.56%	40
2023 Q4	$1.23M	Buy	+4,255	New	+$1.16M	0.62%	34

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

Precedent Wealth Partners's AMGN Position: Q2 2026 in Review

Precedent Wealth Partners reduced its Amgen (AMGN) stake by 78% in Q2 2026, selling an estimated $2.18M and leaving 1,788 shares worth $647K. The position accounts for 0.11% of the portfolio, ranked #131.

Precedent Wealth Partners first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.87M in Q1 2026. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Precedent Wealth Partners held 1,788 shares of Amgen worth $647K as of Q2 2026.
Precedent Wealth Partners sold 6,358 Amgen shares in Q2 2026, an estimated $2.18M.
Amgen made up 0.11% of Precedent Wealth Partners's portfolio in Q2 2026, its #131 holding.
Precedent Wealth Partners first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's Amgen position peaked at $2.87M in Q1 2026.
1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.