True Wealth Design’s Amgen AMGN Stock Holding History

True Wealth Design’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	$75.3K	Buy	208 +7	+3%	+$2.4K	0.02%	344
2026 Q1	$70.7K	Buy	201 +32	+19%	+$11.4K	0.02%	302
2025 Q4	$55.3K	Hold	169	–	–	0.02%	308
2025 Q3	$47.8K	Sell	169 -11	-6%	-$3.19K	0.01%	322
2025 Q2	$50.4K	Buy	180 +14	+8%	+$3.97K	0.02%	206
2025 Q1	$51.9K	Buy	166 +27	+19%	+$7.97K	0.02%	179
2024 Q4	$36.3K	Hold	139	–	–	0.01%	229
2024 Q3	$44.8K	Hold	139	–	–	0.02%	158
2024 Q2	$43.4K	Buy	139 +2	+1%	+$588	0.01%	169
2024 Q1	$39K	Sell	137 -2,942	-96%	-$861K	0.01%	176
2023 Q4	$887K	Sell	3,079 -203	-6%	-$55.3K	0.25%	43
2023 Q3	$882K	Sell	3,282 -22	-0.7%	-$5.49K	0.3%	27
2023 Q2	$734K	Sell	3,304 -87	-3%	-$20.2K	0.27%	86
2023 Q1	$820K	Buy	3,391 +253	+8%	+$62.1K	0.34%	54
2022 Q4	$824K	Buy	+3,138	New	+$841K	0.38%	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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

True Wealth Design's AMGN Position: Q2 2026 in Review

True Wealth Design increased its Amgen (AMGN) stake by 3.5% in Q2 2026, buying an estimated $2.4K and bringing the position to 208 shares worth $75.3K. The position accounts for 0.02% of the portfolio, ranked #344.

True Wealth Design first reported a position in AMGN in Q4 2022 and has held it in 15 quarters since. The position peaked at $887K in Q4 2023. 1,264 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

True Wealth Design held 208 shares of Amgen worth $75.3K as of Q2 2026.
True Wealth Design bought 7 Amgen shares in Q2 2026, an estimated $2.4K.
Amgen made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #344 holding.
True Wealth Design first reported a position in Amgen in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Amgen position peaked at $887K in Q4 2023.
1,264 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.