SOA Wealth Advisors’s Amgen AMGN Stock Holding History

SOA Wealth Advisors’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	$185K	Sell	510 -49	-9%	-$16.8K	0.03%	214
2026 Q1	$197K	Sell	559 -15	-3%	-$5.35K	0.04%	199
2025 Q4	$188K	Hold	574	–	–	0.03%	209
2025 Q3	$162K	Buy	574 +1	+0.2%	+$290	0.03%	228
2025 Q2	$160K	Sell	573 -55	-9%	-$15.6K	0.03%	221
2025 Q1	$196K	Hold	628	–	–	0.04%	190
2024 Q4	$164K	Buy	628 +1	+0.2%	+$297	0.03%	204
2024 Q3	$202K	Sell	627 -4	-0.6%	-$1.31K	0.04%	186
2024 Q2	$197K	Sell	631 -31	-5%	-$9.11K	0.04%	185
2024 Q1	$188K	Hold	662	–	–	0.04%	189
2023 Q4	$191K	Buy	662 +1	+0.2%	+$272	0.04%	182
2023 Q3	$178K	Buy	661 +1	+0.2%	+$250	0.04%	174
2023 Q2	$147K	Hold	660	–	–	0.03%	192
2023 Q1	$160K	Buy	660 +59	+10%	+$14.5K	0.04%	179
2022 Q4	$158K	Sell	601 -2	-0.3%	-$536	0.04%	171
2022 Q3	$136K	Hold	603	–	–	0.04%	173
2022 Q2	$146K	Sell	603 -18	-3%	-$4.41K	0.04%	168
2022 Q1	$150K	Hold	621	–	–	0.04%	193
2021 Q4	$140K	Buy	621 +1	+0.2%	+$211	0.03%	191
2021 Q3	$131K	Buy	620 +17	+3%	+$3.91K	0.03%	194
2021 Q2	$146K	Buy	603 +65	+12%	+$16K	0.04%	183
2021 Q1	$134K	Sell	538 -50	-9%	-$11.9K	0.04%	172
2020 Q4	$140K	Buy	+588	New	+$136K	0.04%	163

Other funds holding AMGN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

SOA Wealth Advisors's AMGN Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Amgen (AMGN) stake by 8.8% in Q2 2026, selling an estimated $16.8K and leaving 510 shares worth $185K. The position accounts for 0.03% of the portfolio, ranked #214.

SOA Wealth Advisors first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. The position peaked at $202K in Q3 2024. 1,413 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

SOA Wealth Advisors held 510 shares of Amgen worth $185K as of Q2 2026.
SOA Wealth Advisors sold 49 Amgen shares in Q2 2026, an estimated $16.8K.
Amgen made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #214 holding.
SOA Wealth Advisors first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Amgen position peaked at $202K in Q3 2024.
1,413 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.