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Sax Wealth Advisors’s Amgen AMGN Stock Holding History

Sax 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 		$655K Buy
1,862
+431
+30% +$148K 0.03% 285
2026
Q1 		$468K Hold
1,431
– – 0.02% 298
2025
Q4 		$468K Buy
1,431
+67
+5% +$21.3K 0.02% 304
2025
Q3 		$385K Buy
1,364
+110
+9% +$31.9K 0.02% 316
2025
Q2 		$350K Buy
1,254
+217
+21% +$61.5K 0.02% 312
2025
Q1 		$323K Buy
1,037
+69
+7% +$20.4K 0.02% 282
2024
Q4 		$252K Buy
+968
New +$287K 0.02% 290
2024
Q3 		– Sell
-655
Closed -$205K – 293
2024
Q2 		$205K Buy
+655
New +$192K 0.02% 262
2023
Q2 		– Sell
-1,156
Closed -$279K – 177
2023
Q1 		$279K Buy
1,156
+2
+0.2% +$491 0.06% 142
2022
Q4 		$303K Sell
1,154
-331
-22% -$88.7K 0.07% 132
2022
Q3 		$335K Sell
1,485
-145
-9% -$35.1K 0.09% 123
2022
Q2 		$396K Buy
1,630
+2
+0.1% +$490 0.1% 118
2022
Q1 		$394K Buy
1,628
+1
+0.1% +$230 0.1% 119
2021
Q4 		$366K Buy
+1,627
New +$343K 0.08% 136

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sax Wealth Advisors's AMGN Position: Q2 2026 in Review

Sax Wealth Advisors increased its Amgen (AMGN) stake by 30% in Q2 2026, buying an estimated $148K and bringing the position to 1,862 shares worth $655K. The position accounts for 0.03% of the portfolio, ranked #285.

Sax Wealth Advisors first reported a position in AMGN in Q4 2021 and has held it in 14 quarters since. 1,289 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Sax Wealth Advisors held 1,862 shares of Amgen worth $655K as of Q2 2026.
  • Sax Wealth Advisors bought 431 Amgen shares in Q2 2026, an estimated $148K.
  • Amgen made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #285 holding.
  • Sax Wealth Advisors first reported a position in Amgen in Q4 2021 and has held it in 14 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.