TWG
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The Wealth Group’s Amgen AMGN Stock Holding History

The Wealth Group’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 		$271K Hold
747
– – 0.05% 76
2026
Q1 		$263K Hold
747
– – 0.06% 70
2025
Q4 		$245K Buy
+747
New +$237K 0.05% 71
2025
Q2 		– Sell
-758
Closed -$236K – 79
2025
Q1 		$236K Buy
+758
New +$224K 0.07% 56
2024
Q4 		– Sell
-758
Closed -$244K – 66
2024
Q3 		$244K Sell
758
-10
-1% -$3.27K 0.07% 52
2024
Q2 		$240K Buy
768
+10
+1% +$2.94K 0.07% 51
2024
Q1 		$235K Sell
758
-75
-9% -$21.9K 0.07% 50
2023
Q4 		$263K Buy
+833
New +$227K 0.09% 48

Other funds holding AMGN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

The Wealth Group's AMGN Position: Q2 2026 in Review

The Wealth Group held its Amgen (AMGN) position steady in Q2 2026 at 747 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #76.

The Wealth Group first reported a position in AMGN in Q4 2023 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • The Wealth Group held 747 shares of Amgen worth $271K as of Q2 2026.
  • The Wealth Group left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.05% of The Wealth Group's portfolio in Q2 2026, its #76 holding.
  • The Wealth Group first reported a position in Amgen in Q4 2023 and has held it in 8 quarters since.
  • 577 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.