TA
AMGN icon

TrueWealth Advisors’s Amgen AMGN Stock Holding History

TrueWealth Advisors’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 		$839K Buy
2,317
+161
+7% +$55.1K 0.19% 103
2026
Q1 		$759K Buy
+2,156
New +$769K 0.19% 100
2024
Q4 		– Sell
-1,684
Closed -$543K – 224
2024
Q3 		$543K Buy
+1,684
New +$551K 0.18% 99
2023
Q4 		– Sell
-761
Closed -$204K – 198
2023
Q3 		$204K Buy
+761
New +$190K 0.09% 186

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TrueWealth Advisors's AMGN Position: Q2 2026 in Review

TrueWealth Advisors increased its Amgen (AMGN) stake by 7.5% in Q2 2026, buying an estimated $55.1K and bringing the position to 2,317 shares worth $839K. The position accounts for 0.19% of the portfolio, ranked #103.

TrueWealth Advisors first reported a position in AMGN in Q3 2023 and has held it in 4 quarters since. 1,540 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • TrueWealth Advisors held 2,317 shares of Amgen worth $839K as of Q2 2026.
  • TrueWealth Advisors bought 161 Amgen shares in Q2 2026, an estimated $55.1K.
  • Amgen made up 0.19% of TrueWealth Advisors's portfolio in Q2 2026, its #103 holding.
  • TrueWealth Advisors first reported a position in Amgen in Q3 2023 and has held it in 4 quarters since.
  • 1,540 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.