SSWM
AMGN icon

Sheets Smith Wealth Management’s Amgen AMGN Stock Holding History

Sheets Smith 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 		$6.24M Sell
17,231
-462
-3% -$158K 0.62% 40
2026
Q1 		$6.23M Buy
17,693
+38
+0.2% +$13.5K 0.7% 34
2025
Q4 		$5.78M Sell
17,655
-1,626
-8% -$516K 0.63% 39
2025
Q3 		$5.44M Sell
19,281
-315
-2% -$91.4K 0.62% 39
2025
Q2 		$5.47M Sell
19,596
-167
-0.8% -$47.3K 0.64% 41
2025
Q1 		$6.16M Sell
19,763
-686
-3% -$203K 0.77% 31
2024
Q4 		$5.33M Sell
20,449
-243
-1% -$72.1K 0.65% 39
2024
Q3 		$6.67M Buy
20,692
+4,745
+30% +$1.55M 0.82% 34
2024
Q2 		$4.98M Buy
15,947
+2,947
+23% +$866K 0.6% 41
2024
Q1 		$3.7M Buy
13,000
+210
+2% +$61.4K 0.41% 62
2023
Q4 		$3.68M Sell
12,790
-520
-4% -$142K 0.52% 50
2023
Q3 		$3.58M Buy
13,310
+10
+0.1% +$2.5K 0.54% 48
2023
Q2 		$2.95M Buy
13,300
+38
+0.3% +$8.82K 0.43% 58
2023
Q1 		$3.21M Sell
13,262
-154
-1% -$37.8K 0.49% 50
2022
Q4 		$3.52M Sell
13,416
-3
-0% -$804 0.55% 50
2022
Q3 		$3.02M Sell
13,419
-120
-0.9% -$29.1K 0.51% 52
2022
Q2 		$3.29M Sell
13,539
-253
-2% -$62K 0.54% 51
2022
Q1 		$3.33M Sell
13,792
-86
-0.6% -$19.8K 0.46% 55
2021
Q4 		$3.12M Buy
13,878
+456
+3% +$96.2K 0.39% 66
2021
Q3 		$2.85M Buy
13,422
+122
+0.9% +$28.1K 0.39% 63
2021
Q2 		$3.24M Buy
13,300
+397
+3% +$97.7K 0.44% 57
2021
Q1 		$3.21M Buy
12,903
+510
+4% +$122K 0.47% 55
2020
Q4 		$2.85M Buy
12,393
+1,121
+10% +$258K 0.43% 66
2020
Q3 		$2.87M Buy
11,272
+20
+0.2% +$4.96K 0.5% 59
2020
Q2 		$2.65M Buy
11,252
+6,826
+154% +$1.56M 0.53% 52
2020
Q1 		$897K Sell
4,426
-61
-1% -$13.3K 0.19% 119
2019
Q4 		$1.08M Sell
4,487
-69
-2% -$15.2K 0.21% 116
2019
Q3 		$882K Sell
4,556
-177
-4% -$34K 0.18% 134
2019
Q2 		$872K Sell
4,733
-90
-2% -$16.1K 0.18% 140
2019
Q1 		$916K Sell
4,823
-58
-1% -$11.1K 0.2% 133
2018
Q4 		$950K Sell
4,881
-27
-0.6% -$5.27K 0.26% 98
2018
Q3 		$1.02M Buy
4,908
+3
+0.1% +$591 0.21% 119
2018
Q2 		$905K Sell
4,905
-102
-2% -$18K 0.21% 117
2018
Q1 		$854K Buy
5,007
+24
+0.5% +$4.41K 0.21% 130
2017
Q4 		$867K Buy
4,983
+151
+3% +$26.7K 0.2% 133
2017
Q3 		$901K Sell
4,832
-179
-4% -$31.7K 0.23% 119
2017
Q2 		$863K Buy
5,011
+4
+0.1% +$651 0.23% 125
2017
Q1 		$821K Buy
5,007
+3,398
+211% +$565K 0.22% 133
2016
Q4 		$235K Hold
1,609
– – 0.07% 253
2016
Q3 		$268K Hold
1,609
– – 0.08% 222
2016
Q2 		$245K Sell
1,609
-144
-8% -$22.4K 0.07% 219
2016
Q1 		$263K Buy
1,753
+1
+0.1% +$149 0.08% 198
2015
Q4 		$284K Hold
1,752
– – 0.09% 185
2015
Q3 		$242K Buy
1,752
+1
+0.1% +$158 0.08% 184
2015
Q2 		$269K Hold
1,751
– – 0.07% 201
2015
Q1 		$280K Sell
1,751
-499
-22% -$78.6K 0.08% 194
2014
Q4 		$358K Buy
2,250
+100
+5% +$15.6K 0.09% 186
2014
Q3 		$302K Hold
2,150
– – 0.08% 192
2014
Q2 		$254K Hold
2,150
– – 0.07% 220
2014
Q1 		$265K Hold
2,150
– – 0.07% 203
2013
Q4 		$245K Hold
2,150
– – 0.07% 225
2013
Q3 		$241K Buy
+2,150
New +$233K 0.08% 211

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

Sheets Smith Wealth Management's AMGN Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Amgen (AMGN) stake by 2.6% in Q2 2026, selling an estimated $158K and leaving 17,231 shares worth $6.24M. The position accounts for 0.62% of the portfolio, ranked #40.

Sheets Smith Wealth Management first reported a position in AMGN in Q3 2013 and has held it in 52 quarters since. The position peaked at $6.67M in Q3 2024. 1,278 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Sheets Smith Wealth Management held 17,231 shares of Amgen worth $6.24M as of Q2 2026.
  • Sheets Smith Wealth Management sold 462 Amgen shares in Q2 2026, an estimated $158K.
  • Amgen made up 0.62% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Sheets Smith Wealth Management first reported a position in Amgen in Q3 2013 and has held it in 52 quarters since.
  • Sheets Smith Wealth Management's Amgen position peaked at $6.67M in Q3 2024.
  • 1,278 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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