Selective Wealth Management
AMGN icon

Selective Wealth Management’s Amgen AMGN Stock Holding History

Selective 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
Q3 		$742K Buy
1,710
+102
+6% +$40.7K 0.17% 60
2026
Q2 		$589K Buy
+1,608
New +$550K 0.15% 69
2022
Q4 		– Sell
-85
Closed -$19K – 151
2022
Q3 		$19K Buy
85
+15
+21% +$3.64K 0.01% 427
2022
Q2 		$17K Hold
70
– – 0.01% 486
2022
Q1 		$17K Sell
70
-750
-91% -$172K 0.01% 462
2021
Q4 		$184K Hold
820
– – 0.08% 129
2021
Q3 		$174K Buy
820
+750
+1,071% +$173K 0.09% 121
2021
Q2 		$17K Buy
+70
New +$17.2K 0.01% 290

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Selective Wealth Management's AMGN Position: Q3 2026 in Review

Selective Wealth Management increased its Amgen (AMGN) stake by 6.3% in Q3 2026, buying an estimated $40.7K and bringing the position to 1,710 shares worth $742K. The position accounts for 0.17% of the portfolio, ranked #60.

Selective Wealth Management first reported a position in AMGN in Q2 2021 and has held it in 8 quarters since. 1,418 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Selective Wealth Management held 1,710 shares of Amgen worth $742K as of Q3 2026.
  • Selective Wealth Management bought 102 Amgen shares in Q3 2026, an estimated $40.7K.
  • Amgen made up 0.17% of Selective Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Selective Wealth Management first reported a position in Amgen in Q2 2021 and has held it in 8 quarters since.
  • 1,418 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.