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San Luis Wealth Advisors’s Amgen AMGN Stock Holding History

San Luis 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 		$514K Sell
1,420
-75
-5% -$25.7K 0.08% 134
2026
Q1 		$526K Sell
1,495
-56
-4% -$20K 0.09% 119
2025
Q4 		$508K Sell
1,551
-143
-8% -$45.4K 0.09% 128
2025
Q3 		$478K Buy
1,694
+735
+77% +$213K 0.09% 128
2025
Q2 		$268K Buy
959
+3
+0.3% +$850 0.06% 124
2025
Q1 		$298K Sell
956
-221
-19% -$65.3K 0.07% 115
2024
Q4 		$307K Buy
1,177
+7
+0.6% +$2.08K 0.06% 118
2024
Q3 		$377K Sell
1,170
-19
-2% -$6.21K 0.08% 106
2024
Q2 		$372K Buy
+1,189
New +$349K 0.09% 86
2024
Q1 		– Sell
-1,412
Closed -$407K – 51
2023
Q4 		$407K Sell
1,412
-4,976
-78% -$1.36M 0.17% 36
2023
Q3 		$1.72M Sell
6,388
-1,015
-14% -$253K 0.83% 23
2023
Q2 		$1.54M Sell
7,403
-530
-7% -$123K 0.54% 45
2023
Q1 		$1.92M Buy
+7,933
New +$1.95M 0.74% 27
2022
Q2 		– Sell
-1,556
Closed -$350K – 81
2022
Q1 		$350K Hold
1,556
– – 0.17% 105
2021
Q4 		$350K Sell
1,556
-51
-3% -$10.8K 0.36% 60
2021
Q3 		$342K Buy
+1,607
New +$370K 0.19% 111
2020
Q4 		$681K Buy
+2,963
New +$683K 0.44% 61

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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

San Luis Wealth Advisors's AMGN Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Amgen (AMGN) stake by 5% in Q2 2026, selling an estimated $25.7K and leaving 1,420 shares worth $514K. The position accounts for 0.08% of the portfolio, ranked #134.

San Luis Wealth Advisors first reported a position in AMGN in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.92M in Q1 2023. 1,372 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • San Luis Wealth Advisors held 1,420 shares of Amgen worth $514K as of Q2 2026.
  • San Luis Wealth Advisors sold 75 Amgen shares in Q2 2026, an estimated $25.7K.
  • Amgen made up 0.08% of San Luis Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • San Luis Wealth Advisors first reported a position in Amgen in Q4 2020 and has held it in 17 quarters since.
  • San Luis Wealth Advisors's Amgen position peaked at $1.92M in Q1 2023.
  • 1,372 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.