Toth Financial Advisory’s Amgen AMGN Stock Holding History

Toth Financial Advisory’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	$10.3M	Buy	28,421 +1,308	+5%	+$448K	1%	30
2026 Q1	$9.54M	Buy	27,113 +416	+2%	+$148K	1.05%	34
2025 Q4	$8.74M	Buy	26,697 +1,009	+4%	+$320K	0.95%	35
2025 Q3	$7.25M	Buy	25,688 +1	+0%	+$290	0.78%	49
2025 Q2	$7.17M	Buy	25,687 +507	+2%	+$144K	0.84%	43
2025 Q1	$7.84M	Sell	25,180 -382	-1%	-$113K	0.94%	39
2024 Q4	$6.66M	Sell	25,562 -557	-2%	-$165K	0.78%	47
2024 Q3	$8.42M	Sell	26,119 -923	-3%	-$302K	0.99%	34
2024 Q2	$8.45M	Sell	27,042 -722	-3%	-$212K	1.07%	30
2024 Q1	$7.89M	Sell	27,764 -322	-1%	-$94.2K	0.99%	35
2023 Q4	$8.09M	Buy	28,086 +592	+2%	+$161K	1.1%	30
2023 Q3	$7.39M	Sell	27,494 -239	-0.9%	-$59.6K	1.13%	30
2023 Q2	$6.16M	Sell	27,733 -729	-3%	-$169K	0.89%	37
2023 Q1	$6.88M	Sell	28,462 -304	-1%	-$74.6K	1.07%	30
2022 Q4	$7.56M	Buy	28,766 +818	+3%	+$219K	1.23%	26
2022 Q3	$6.3M	Buy	27,948 +954	+4%	+$231K	1.14%	29
2022 Q2	$6.57M	Buy	26,994 +3,067	+13%	+$752K	1.14%	27
2022 Q1	$5.79M	Buy	23,927 +1,760	+8%	+$404K	0.86%	46
2021 Q4	$4.99M	Sell	22,167 -4,607	-17%	-$972K	0.68%	51
2021 Q3	$5.69M	Sell	26,774 -997	-4%	-$229K	0.87%	45
2021 Q2	$6.77M	Buy	27,771 +446	+2%	+$110K	1.03%	32
2021 Q1	$6.8M	Buy	27,325 +344	+1%	+$82.1K	1.09%	27
2020 Q4	$6.2M	Sell	26,981 -329	-1%	-$75.9K	1.06%	31
2020 Q3	$6.94M	Buy	27,310 +1,369	+5%	+$339K	1.33%	22
2020 Q2	$6.12M	Buy	25,941 +3,980	+18%	+$908K	1.33%	21
2020 Q1	$4.45M	Buy	21,961 +455	+2%	+$99.4K	1.29%	26
2019 Q4	$5.18M	Buy	21,506 +4,828	+29%	+$1.06M	1.05%	37
2019 Q3	$3.23M	Buy	16,678 +3,168	+23%	+$608K	0.71%	55
2019 Q2	$2.49M	Buy	13,510 +526	+4%	+$94.2K	0.56%	61
2019 Q1	$2.47M	Sell	12,984 -132	-1%	-$25.2K	0.58%	62
2018 Q4	$2.55M	Sell	13,116 -532	-4%	-$104K	0.7%	55
2018 Q3	$2.83M	Sell	13,648 -136	-1%	-$26.8K	0.63%	58
2018 Q2	$2.54M	Buy	13,784 +207	+2%	+$36.6K	0.6%	60
2018 Q1	$2.31M	Sell	13,577 -293	-2%	-$53.8K	0.56%	61
2017 Q4	$2.41M	Buy	13,870 +267	+2%	+$47.3K	0.57%	62
2017 Q3	$2.54M	Buy	13,603 +1,277	+10%	+$226K	0.64%	58
2017 Q2	$2.12M	Buy	12,326 +1,383	+13%	+$225K	0.55%	65
2017 Q1	$1.79M	Buy	10,943 +1,615	+17%	+$268K	0.48%	71
2016 Q4	$1.36M	Buy	9,328 +202	+2%	+$30.4K	0.39%	74
2016 Q3	$1.52M	Buy	9,126 +1,882	+26%	+$318K	0.45%	68
2016 Q2	$1.1M	Buy	7,244 +5,469	+308%	+$850K	0.34%	71
2016 Q1	$266K	Buy	+1,775	New	+$264K	0.09%	105

Other funds holding AMGN

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Toth Financial Advisory's AMGN Position: Q2 2026 in Review

Toth Financial Advisory increased its Amgen (AMGN) stake by 4.8% in Q2 2026, buying an estimated $448K and bringing the position to 28,421 shares worth $10.3M. The position accounts for 1% of the portfolio, ranked #30.

Toth Financial Advisory first reported a position in AMGN in Q1 2016 and has held it in 42 quarters since. 748 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Toth Financial Advisory held 28,421 shares of Amgen worth $10.3M as of Q2 2026.
Toth Financial Advisory bought 1,308 Amgen shares in Q2 2026, an estimated $448K.
Amgen made up 1% of Toth Financial Advisory's portfolio in Q2 2026, its #30 holding.
Toth Financial Advisory first reported a position in Amgen in Q1 2016 and has held it in 42 quarters since.
748 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.