Stokes Capital Advisors’s Amgen AMGN Stock Holding History

Stokes Capital 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	$1.11M	Buy	3,061 +755	+33%	+$258K	0.24%	63
2026 Q1	$811K	Buy	2,306 +1,620	+236%	+$578K	0.18%	60
2025 Q4	$225K	Buy	+686	New	+$218K	0.05%	78
2025 Q2	–	Sell	-1,655	Closed	-$516K	–	68
2025 Q1	$516K	Hold	1,655	–	–	0.13%	65
2024 Q4	$431K	Sell	1,655 -45	-3%	-$13.4K	0.11%	64
2024 Q3	$548K	Sell	1,700 -145	-8%	-$47.4K	0.14%	60
2024 Q2	$576K	Hold	1,845	–	–	0.16%	60
2024 Q1	$525K	Sell	1,845 -330	-15%	-$96.6K	0.15%	59
2023 Q4	$626K	Sell	2,175 -80	-4%	-$21.8K	0.2%	59
2023 Q3	$606K	Sell	2,255 -85	-4%	-$21.2K	0.21%	60
2023 Q2	$520K	Hold	2,340	–	–	0.18%	64
2023 Q1	$566K	Buy	+2,340	New	+$574K	0.19%	65
2019 Q4	–	Sell	-12,531	Closed	-$2.42M	–	71
2019 Q3	$2.42M	Sell	12,531 -80	-0.6%	-$15.4K	1.31%	38
2019 Q2	$2.32M	Sell	12,611 -602	-5%	-$108K	1.32%	40
2019 Q1	$2.51M	Buy	13,213 +388	+3%	+$74.1K	1.51%	30
2018 Q4	$2.5M	Buy	12,825 +1,080	+9%	+$211K	1.73%	19
2018 Q3	$2.44M	Buy	11,745 +210	+2%	+$41.4K	1.49%	23
2018 Q2	$2.13M	Buy	11,535 +705	+7%	+$125K	1.39%	27
2018 Q1	$1.85M	Buy	10,830 +1,119	+12%	+$205K	1.21%	39
2017 Q4	$1.69M	Buy	+9,711	New	+$1.72M	1.14%	41

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

Stokes Capital Advisors's AMGN Position: Q2 2026 in Review

Stokes Capital Advisors increased its Amgen (AMGN) stake by 33% in Q2 2026, buying an estimated $258K and bringing the position to 3,061 shares worth $1.11M. The position accounts for 0.24% of the portfolio, ranked #63.

Stokes Capital Advisors first reported a position in AMGN in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.51M in Q1 2019. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Stokes Capital Advisors held 3,061 shares of Amgen worth $1.11M as of Q2 2026.
Stokes Capital Advisors bought 755 Amgen shares in Q2 2026, an estimated $258K.
Amgen made up 0.24% of Stokes Capital Advisors's portfolio in Q2 2026, its #63 holding.
Stokes Capital Advisors first reported a position in Amgen in Q4 2017 and has held it in 20 quarters since.
Stokes Capital Advisors's Amgen position peaked at $2.51M in Q1 2019.
1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.