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 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Selective Wealth Management's AMGN Position: Q2 2026 in Review

Selective Wealth Management opened a new position in Amgen (AMGN) in Q2 2026: 1,608 shares worth $589K. The stake represents 0.15% of the portfolio and ranks #69 among its holdings. This is a return to the name: Selective Wealth Management previously reported a position in AMGN as recently as Q3 2022.

Selective Wealth Management first reported a position in AMGN in Q2 2021 and has held it in 7 quarters since. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Selective Wealth Management held 1,608 shares of Amgen worth $589K as of Q2 2026.
Amgen was a new Selective Wealth Management position in Q2 2026.
Amgen made up 0.15% of Selective Wealth Management's portfolio in Q2 2026, its #69 holding.
Selective Wealth Management first reported a position in Amgen in Q2 2021 and has held it in 7 quarters since.
1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.