SWS Partners’s Amgen AMGN Stock Holding History

SWS Partners’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	$336K	Buy	928 +6	+0.7%	+$2.05K	0.07%	100
2026 Q1	$324K	Sell	922 -11	-1%	-$3.92K	0.08%	104
2025 Q4	$305K	Buy	933 +1	+0.1%	+$317	0.07%	111
2025 Q3	$263K	Sell	932 -11	-1%	-$3.19K	0.06%	117
2025 Q2	$264K	Buy	943 +12	+1%	+$3.4K	0.07%	113
2025 Q1	$290K	Buy	931 +46	+5%	+$13.6K	0.1%	104
2024 Q4	$231K	Buy	885 +65	+8%	+$19.3K	0.07%	116
2024 Q3	$264K	Sell	820 -6	-0.7%	-$1.96K	0.08%	109
2024 Q2	$258K	Sell	826 -22	-3%	-$6.46K	0.08%	108
2024 Q1	$241K	Buy	848 +46	+6%	+$13.5K	0.07%	110
2023 Q4	$231K	Sell	802 -33	-4%	-$8.99K	0.08%	109
2023 Q3	$225K	Buy	+835	New	+$208K	0.08%	111
2022 Q2	–	Sell	-765	Closed	-$185K	–	72
2022 Q1	$185K	Buy	+765	New	+$176K	0.12%	72
2018 Q2	–	Sell	-426	Closed	-$71K	–	109
2018 Q1	$71K	Buy	426 +3	+0.7%	+$551	0.05%	114
2017 Q4	$74K	Buy	+423	New	+$74.9K	0.06%	106

Other funds holding AMGN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SWS Partners's AMGN Position: Q2 2026 in Review

SWS Partners increased its Amgen (AMGN) stake by 0.65% in Q2 2026, buying an estimated $2.05K and bringing the position to 928 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #100.

SWS Partners first reported a position in AMGN in Q4 2017 and has held it in 15 quarters since. 1,625 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

SWS Partners held 928 shares of Amgen worth $336K as of Q2 2026.
SWS Partners bought 6 Amgen shares in Q2 2026, an estimated $2.05K.
Amgen made up 0.07% of SWS Partners's portfolio in Q2 2026, its #100 holding.
SWS Partners first reported a position in Amgen in Q4 2017 and has held it in 15 quarters since.
1,625 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.