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Regent Peak Wealth Advisors’s Amgen AMGN Stock Holding History

Regent Peak Wealth Advisors’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 		$626K Buy
1,729
+37
+2% +$12.7K 0.12% 82
2026
Q1 		$595K Buy
1,692
+7
+0.4% +$2.5K 0.12% 74
2025
Q4 		$552K Sell
1,685
-224
-12% -$71.1K 0.11% 83
2025
Q3 		$539K Buy
+1,909
New +$554K 0.11% 84
2025
Q1 		$686K Sell
2,201
-589
-21% -$174K 0.16% 63
2024
Q4 		$727K Sell
2,790
-5,525
-66% -$1.64M 0.16% 64
2024
Q3 		$2.68M Sell
8,315
-713
-8% -$233K 0.62% 31
2024
Q2 		$2.82M Buy
9,028
+542
+6% +$159K 0.65% 33
2024
Q1 		$2.41M Sell
8,486
-1,153
-12% -$337K 0.61% 40
2023
Q4 		$2.78M Sell
9,639
-178
-2% -$48.5K 0.75% 33
2023
Q3 		$2.64M Sell
9,817
-23
-0.2% -$5.74K 0.81% 26
2023
Q2 		$2.18M Buy
9,840
+102
+1% +$23.7K 0.64% 41
2023
Q1 		$2.35M Sell
9,738
-447
-4% -$110K 0.73% 36
2022
Q4 		$2.67M Buy
10,185
+365
+4% +$97.8K 0.88% 24
2022
Q3 		$2.21M Buy
9,820
+145
+1% +$35.1K 0.78% 27
2022
Q2 		$2.35M Buy
9,675
+280
+3% +$68.6K 0.77% 31
2022
Q1 		$2.27M Buy
9,395
+1,141
+14% +$262K 0.65% 36
2021
Q4 		$1.86M Buy
8,254
+6,400
+345% +$1.35M 0.5% 45
2021
Q3 		$394K Sell
1,854
-191
-9% -$44K 0.11% 106
2021
Q2 		$494K Sell
2,045
-5,955
-74% -$1.46M 0.14% 90
2021
Q1 		$1.99M Buy
8,000
+1,121
+16% +$267K 0.65% 34
2020
Q4 		$1.58M Buy
6,879
+283
+4% +$65.2K 0.53% 41
2020
Q3 		$1.68M Buy
6,596
+422
+7% +$105K 0.71% 31
2020
Q2 		$1.46M Buy
6,174
+65
+1% +$14.8K 0.66% 33
2020
Q1 		$1.24M Buy
6,109
+220
+4% +$48.1K 0.69% 31
2019
Q4 		$1.42M Buy
+5,889
New +$1.3M 0.65% 28

Other funds holding AMGN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SW
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

Regent Peak Wealth Advisors's AMGN Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Amgen (AMGN) stake by 2.2% in Q2 2026, buying an estimated $12.7K and bringing the position to 1,729 shares worth $626K. The position accounts for 0.12% of the portfolio, ranked #82.

Regent Peak Wealth Advisors first reported a position in AMGN in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.82M in Q2 2024. 659 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,729 shares of Amgen worth $626K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 37 Amgen shares in Q2 2026, an estimated $12.7K.
  • Amgen made up 0.12% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Regent Peak Wealth Advisors first reported a position in Amgen in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Amgen position peaked at $2.82M in Q2 2024.
  • 659 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.