Tortuga Wealth Management
AMGN icon

Tortuga Wealth Management’s Amgen AMGN Stock Holding History

Tortuga 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
Q3 		$2.32M Sell
5,501
-1,645
-23% -$656K 1.65% 12
2026
Q2 		$2.59M Buy
7,146
+934
+15% +$320K 1.96% 9
2026
Q1 		$2.19M Buy
6,212
+903
+17% +$322K 2.04% 10
2025
Q4 		$1.74M Buy
+5,309
New +$1.68M 1.83% 10

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Tortuga Wealth Management's AMGN Position: Q3 2026 in Review

Tortuga Wealth Management reduced its Amgen (AMGN) stake by 23% in Q3 2026, selling an estimated $656K and leaving 5,501 shares worth $2.32M. The position accounts for 1.65% of the portfolio, ranked #12.

Tortuga Wealth Management first reported a position in AMGN in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.59M in Q2 2026. 1,418 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Tortuga Wealth Management held 5,501 shares of Amgen worth $2.32M as of Q3 2026.
  • Tortuga Wealth Management sold 1,645 Amgen shares in Q3 2026, an estimated $656K.
  • Amgen made up 1.65% of Tortuga Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Tortuga Wealth Management first reported a position in Amgen in Q4 2025 and has held it in 4 quarters since.
  • Tortuga Wealth Management's Amgen position peaked at $2.59M in Q2 2026.
  • 1,418 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.