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Robertson Stephens Wealth Management’s Amgen AMGN Stock Holding History

Robertson Stephens Wealth Management’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 		$8.88M Sell
24,525
-47
-0.2% -$16.1K 0.22% 85
2026
Q1 		$8.65M Buy
24,572
+352
+1% +$125K 0.24% 83
2025
Q4 		$7.93M Buy
24,220
+20,185
+500% +$6.4M 0.21% 95
2025
Q3 		$1.14M Buy
4,035
+6
+0.1% +$1.74K 0.03% 238
2025
Q2 		$1.12M Sell
4,029
-248
-6% -$70.3K 0.04% 256
2025
Q1 		$1.33M Sell
4,277
-21
-0.5% -$6.2K 0.05% 232
2024
Q4 		$1.12M Sell
4,298
-358
-8% -$106K 0.04% 249
2024
Q3 		$1.5M Buy
4,656
+50
+1% +$16.4K 0.05% 231
2024
Q2 		$1.44M Buy
4,606
+458
+11% +$135K 0.07% 179
2024
Q1 		$1.18M Sell
4,148
-415
-9% -$121K 0.06% 214
2023
Q4 		$1.31M Sell
4,563
-196
-4% -$53.4K 0.08% 195
2023
Q3 		$1.28M Buy
4,759
+112
+2% +$27.9K 0.09% 181
2023
Q2 		$1.03M Sell
4,647
-185
-4% -$42.9K 0.07% 188
2023
Q1 		$1.17M Buy
4,832
+761
+19% +$187K 0.09% 184
2022
Q4 		$1.07M Buy
4,071
+45
+1% +$12.1K 0.1% 169
2022
Q3 		$907K Sell
4,026
-121
-3% -$29.3K 0.09% 162
2022
Q2 		$1.01M Sell
4,147
-1,449
-26% -$355K 0.1% 158
2022
Q1 		$1.35M Buy
5,596
+920
+20% +$211K 0.11% 149
2021
Q4 		$1.05M Buy
4,676
+1,700
+57% +$359K 0.09% 176
2021
Q3 		$632K Sell
2,976
-590
-17% -$136K 0.07% 178
2021
Q2 		$869K Buy
3,566
+2,255
+172% +$555K 0.1% 142
2021
Q1 		$326K Buy
1,311
+377
+40% +$90K 0.05% 222
2020
Q4 		$214K Buy
+934
New +$215K 0.04% 235
2020
Q1 		– Sell
-903
Closed -$217K – 181
2019
Q4 		$217K Sell
903
-312
-26% -$68.8K 0.11% 98
2019
Q3 		$235K Buy
+1,215
New +$233K 0.12% 114

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Robertson Stephens Wealth Management's AMGN Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Amgen (AMGN) stake by 0.19% in Q2 2026, selling an estimated $16.1K and leaving 24,525 shares worth $8.88M. The position accounts for 0.22% of the portfolio, ranked #85.

Robertson Stephens Wealth Management first reported a position in AMGN in Q3 2019 and has held it in 25 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Robertson Stephens Wealth Management held 24,525 shares of Amgen worth $8.88M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 47 Amgen shares in Q2 2026, an estimated $16.1K.
  • Amgen made up 0.22% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Robertson Stephens Wealth Management first reported a position in Amgen in Q3 2019 and has held it in 25 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.