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Smith Salley Wealth Management’s Amgen AMGN Stock Holding History

Smith Salley 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 		$4.09M Buy
11,307
+205
+2% +$70.2K 0.18% 87
2026
Q1 		$3.91M Buy
11,102
+316
+3% +$113K 0.2% 89
2025
Q4 		$3.53M Buy
10,786
+30
+0.3% +$9.52K 0.17% 89
2025
Q3 		$3.04M Buy
10,756
+53
+0.5% +$15.4K 0.16% 98
2025
Q2 		$2.99M Sell
10,703
-100
-0.9% -$28.3K 0.17% 87
2025
Q1 		$3.37M Sell
10,803
-4,035
-27% -$1.19M 0.22% 76
2024
Q4 		$3.87M Sell
14,838
-10
-0.1% -$2.97K 0.25% 68
2024
Q3 		$4.78M Buy
14,848
+265
+2% +$86.7K 0.31% 59
2024
Q2 		$4.56M Buy
14,583
+71
+0.5% +$20.9K 0.33% 58
2024
Q1 		$4.13M Sell
14,512
-3,568
-20% -$1.04M 0.32% 59
2023
Q4 		$5.21M Sell
18,080
-480
-3% -$131K 0.34% 62
2023
Q3 		$4.99M Sell
18,560
-62
-0.3% -$15.5K 0.37% 60
2023
Q2 		$4.13M Buy
18,622
+4,196
+29% +$974K 0.31% 67
2023
Q1 		$3.49M Buy
14,426
+207
+1% +$50.8K 0.28% 72
2022
Q4 		$3.73M Sell
14,219
-3,207
-18% -$860K 0.32% 71
2022
Q3 		$3.93M Buy
17,426
+76
+0.4% +$18.4K 0.37% 69
2022
Q2 		$4.22M Buy
17,350
+680
+4% +$167K 0.37% 66
2022
Q1 		$4.03M Buy
16,670
+513
+3% +$118K 0.3% 74
2021
Q4 		$3.63M Sell
16,157
-462
-3% -$97.5K 0.26% 82
2021
Q3 		$3.54M Buy
16,619
+759
+5% +$175K 0.28% 76
2021
Q2 		$3.87M Sell
15,860
-2
-0% -$492 0.31% 69
2021
Q1 		$3.95M Buy
15,862
+256
+2% +$61.1K 0.35% 65
2020
Q4 		$3.59M Sell
15,606
-61
-0.4% -$14.1K 0.36% 64
2020
Q3 		$3.98M Buy
15,667
+121
+0.8% +$30K 0.48% 58
2020
Q2 		$3.67M Buy
15,546
+636
+4% +$145K 0.49% 57
2020
Q1 		$3.02M Sell
14,910
-618
-4% -$135K 0.5% 58
2019
Q4 		$3.74M Buy
15,528
+103
+0.7% +$22.7K 0.49% 60
2019
Q3 		$2.99M Sell
15,425
-2,082
-12% -$400K 0.42% 70
2019
Q2 		$3.23M Sell
17,507
-746
-4% -$134K 0.49% 62
2019
Q1 		$3.47M Sell
18,253
-225
-1% -$43K 0.56% 59
2018
Q4 		$3.6M Sell
18,478
-433
-2% -$84.5K 0.66% 55
2018
Q3 		$3.92M Sell
18,911
-993
-5% -$196K 0.62% 56
2018
Q2 		$3.67M Buy
19,904
+219
+1% +$38.7K 0.63% 54
2018
Q1 		$3.36M Sell
19,685
-110
-0.6% -$20.2K 0.6% 61
2017
Q4 		$3.44M Buy
19,795
+264
+1% +$46.7K 0.62% 62
2017
Q3 		$3.64M Buy
19,531
+2
+0% +$354 0.7% 58
2017
Q2 		$3.36M Buy
19,529
+472
+2% +$76.8K 0.68% 58
2017
Q1 		$3.13M Buy
19,057
+16,245
+578% +$2.7M 0.64% 56
2016
Q4 		$411K Hold
2,812
– – 0.09% 118
2016
Q3 		$469K Hold
2,812
– – 0.1% 112
2016
Q2 		$428K Sell
2,812
-250
-8% -$38.9K 0.1% 117
2016
Q1 		$459K Hold
3,062
– – 0.12% 113
2015
Q4 		$497K Buy
3,062
+88
+3% +$13.8K 0.12% 117
2015
Q3 		$411K Buy
2,974
+71
+2% +$11.2K 0.11% 120
2015
Q2 		$446K Hold
2,903
– – 0.11% 118
2015
Q1 		$464K Buy
2,903
+18
+0.6% +$2.83K 0.12% 120
2014
Q4 		$460K Buy
2,885
+53
+2% +$8.26K 0.12% 126
2014
Q3 		$398K Buy
2,832
+8
+0.3% +$1.04K 0.11% 140
2014
Q2 		$334K Buy
2,824
+14
+0.5% +$1.62K 0.09% 146
2014
Q1 		$347K Sell
2,810
-7
-0.2% -$849 0.22% 85
2013
Q4 		$321K Buy
2,817
+23
+0.8% +$2.62K 0.21% 77
2013
Q3 		$313K Buy
2,794
+17
+0.6% +$1.84K 0.25% 62
2013
Q2 		$274K Buy
+2,777
New +$288K 0.22% 72

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

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

Smith Salley Wealth Management increased its Amgen (AMGN) stake by 1.8% in Q2 2026, buying an estimated $70.2K and bringing the position to 11,307 shares worth $4.09M. The position accounts for 0.18% of the portfolio, ranked #87.

Smith Salley Wealth Management first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.21M in Q4 2023. 1,292 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Smith Salley Wealth Management held 11,307 shares of Amgen worth $4.09M as of Q2 2026.
  • Smith Salley Wealth Management bought 205 Amgen shares in Q2 2026, an estimated $70.2K.
  • Amgen made up 0.18% of Smith Salley Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Smith Salley Wealth Management first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
  • Smith Salley Wealth Management's Amgen position peaked at $5.21M in Q4 2023.
  • 1,292 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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