Smallwood Wealth Investment Management’s Amgen AMGN Stock Holding History

Smallwood Wealth Investment 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	$429K	Buy	1,184 +300	+34%	+$103K	0.19%	58
2026 Q1	$311K	Hold	884	–	–	0.16%	64
2025 Q4	$289K	Sell	884 -15	-2%	-$4.76K	0.15%	68
2025 Q3	$254K	Sell	899 -6	-0.7%	-$1.74K	0.13%	75
2025 Q2	$253K	Sell	905 -6	-0.7%	-$1.7K	0.14%	69
2025 Q1	$284K	Buy	911 +3	+0.3%	+$886	0.18%	62
2024 Q4	$237K	Buy	908 +2	+0.2%	+$593	0.16%	70
2024 Q3	$292K	Sell	906 -170	-16%	-$55.6K	0.21%	57
2024 Q2	$336K	Sell	1,076 -42	-4%	-$12.3K	0.26%	55
2024 Q1	$318K	Buy	1,118 +339	+44%	+$99.2K	0.25%	56
2023 Q4	$224K	Buy	+779	New	+$212K	0.19%	61

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Smallwood Wealth Investment Management's AMGN Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Amgen (AMGN) stake by 34% in Q2 2026, buying an estimated $103K and bringing the position to 1,184 shares worth $429K. The position accounts for 0.19% of the portfolio, ranked #58.

Smallwood Wealth Investment Management first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. 1,339 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Smallwood Wealth Investment Management held 1,184 shares of Amgen worth $429K as of Q2 2026.
Smallwood Wealth Investment Management bought 300 Amgen shares in Q2 2026, an estimated $103K.
Amgen made up 0.19% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #58 holding.
Smallwood Wealth Investment Management first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
1,339 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.