Values First Advisors
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Values First Advisors’s Amgen AMGN Stock Holding History

Values First 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
Q3 		$247K Buy
586
+2
+0.3% +$797 0.12% 162
2026
Q2 		$211K Buy
584
+6
+1% +$2.05K 0.1% 170
2026
Q1 		$203K Buy
+578
New +$206K 0.11% 161
2025
Q1 		– Sell
-593
Closed -$154K – 186
2024
Q4 		$154K Buy
593
+282
+91% +$83.7K 0.09% 180
2024
Q3 		$100K Buy
+311
New +$102K 0.05% 182

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

Values First Advisors's AMGN Position: Q3 2026 in Review

Values First Advisors increased its Amgen (AMGN) stake by 0.34% in Q3 2026, buying an estimated $797 and bringing the position to 586 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #162.

Values First Advisors first reported a position in AMGN in Q3 2024 and has held it in 5 quarters since. 1,355 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Values First Advisors held 586 shares of Amgen worth $247K as of Q3 2026.
  • Values First Advisors bought 2 Amgen shares in Q3 2026, an estimated $797.
  • Amgen made up 0.12% of Values First Advisors's portfolio in Q3 2026, its #162 holding.
  • Values First Advisors first reported a position in Amgen in Q3 2024 and has held it in 5 quarters since.
  • 1,355 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.