RYIA
AMGN icon

Roehl & Yi Investment Advisors’s Amgen AMGN Stock Holding History

Roehl & Yi Investment 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 		$2.04M Buy
48,313
+33
+0.1% +$11.3K 0.67% 33
2026
Q1 		$1.97M Buy
48,280
+102
+0.2% +$36.4K 0.74% 31
2025
Q4 		$1.81M Sell
48,178
-4
-0% -$1.27K 0.72% 31
2025
Q3 		$1.56M Buy
48,182
+42,651
+771% +$12.4M 0.68% 30
2025
Q2 		$1.54M Sell
5,531
-33
-0.6% -$9.35K 0.79% 26
2025
Q1 		$1.73M Buy
5,564
+246
+5% +$72.6K 0.94% 20
2024
Q4 		$1.39M Buy
+5,318
New +$1.58M 0.76% 23

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

Roehl & Yi Investment Advisors's AMGN Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Amgen (AMGN) stake by 0.07% in Q2 2026, buying an estimated $11.3K and bringing the position to 48,313 shares worth $2.04M. The position accounts for 0.67% of the portfolio, ranked #33.

Roehl & Yi Investment Advisors first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. 3,143 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Roehl & Yi Investment Advisors held 48,313 shares of Amgen worth $2.04M as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 33 Amgen shares in Q2 2026, an estimated $11.3K.
  • Amgen made up 0.67% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Roehl & Yi Investment Advisors first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • 3,143 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.