RAFFA WEALTH MANAGEMENT, LLC’s Amgen AMGN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$200K	Buy	553 +8	+1%	+$2.74K	0.03%	94
2026 Q1	$192K	Buy	545 +8	+1%	+$2.85K	0.03%	91
2025 Q4	$176K	Buy	537 +244	+83%	+$77.4K	0.03%	95
2025 Q3	$82.6K	Buy	293 +14	+5%	+$4.06K	0.01%	125
2025 Q2	$77.9K	Buy	279 +2	+0.7%	+$567	0.02%	145
2025 Q1	$86.3K	Sell	277 -7	-2%	-$2.07K	0.02%	113
2024 Q4	$74.1K	Sell	284 -2	-0.7%	-$593	0.02%	124
2024 Q3	$92K	Buy	286 +2	+0.7%	+$654	0.02%	111
2024 Q2	$88.7K	Buy	284 +2	+0.7%	+$588	0.03%	157
2024 Q1	$80.3K	Sell	282 -7	-2%	-$2.05K	0.02%	161
2023 Q4	$83.1K	Buy	289 +2	+0.7%	+$545	0.03%	108
2023 Q3	$77.1K	Buy	287 +2	+0.7%	+$499	0.03%	103
2023 Q2	$63.3K	Buy	285 +2	+0.7%	+$464	0.02%	113
2023 Q1	$68.4K	Buy	283 +2	+0.7%	+$491	0.02%	123
2022 Q4	$73.8K	Sell	281 -1	-0.4%	-$268	0.03%	108
2022 Q3	$63.5K	Sell	282 -2	-0.7%	-$485	0.03%	124
2022 Q2	$69.1K	Buy	284 +2	+0.7%	+$490	0.03%	114
2022 Q1	$68.3K	Sell	282 -10	-3%	-$2.3K	0.03%	117
2021 Q4	$65.6K	Buy	292 +31	+12%	+$6.54K	0.02%	121
2021 Q3	$55.5K	Buy	261 +2	+0.8%	+$460	0.02%	121
2021 Q2	$63.2K	Sell	259 -1,826	-88%	-$449K	0.02%	113
2021 Q1	$520K	Buy	2,085 +10	+0.5%	+$2.39K	0.18%	30
2020 Q4	$477K	Sell	2,075 -1	-0%	-$231	0.17%	29
2020 Q3	$528K	Sell	2,076 -2	-0.1%	-$495	0.2%	24
2020 Q2	$490K	Sell	2,078 -5	-0.2%	-$1.14K	0.19%	24
2020 Q1	$422K	Buy	2,083 +38	+2%	+$8.3K	0.16%	23
2019 Q4	$493K	Hold	2,045	–	–	0.17%	31
2019 Q3	$396K	Buy	+2,045	New	+$393K	0.14%	40
2019 Q2	–	Sell	-2,045	Closed	-$389K	–	769
2019 Q1	$389K	Sell	2,045 -4,242	-67%	-$810K	0.16%	35
2018 Q4	$1.22M	Sell	6,287 -2,266	-26%	-$442K	0.47%	19
2018 Q3	$1.77M	Buy	8,553 +1,786	+26%	+$352K	0.63%	18
2018 Q2	$1.25M	Sell	6,767 -2,679	-28%	-$474K	0.46%	23
2018 Q1	$1.61M	Buy	9,446 +59	+0.6%	+$10.8K	0.59%	21
2017 Q4	$1.63M	Hold	9,387	–	–	0.63%	17
2017 Q3	$1.75M	Hold	9,387	–	–	0.71%	16
2017 Q2	$1.62M	Hold	9,387	–	–	0.7%	16
2017 Q1	$1.54M	Sell	9,387 -17	-0.2%	-$2.83K	0.75%	11
2016 Q4	$1.37M	Hold	9,404	–	–	0.72%	11
2016 Q3	$1.57M	Hold	9,404	–	–	0.85%	10
2016 Q2	$1.43M	Hold	9,404	–	–	0.79%	10
2016 Q1	$1.41M	Hold	9,404	–	–	0.81%	11
2015 Q4	$1.53M	Hold	9,404	–	–	0.91%	10
2015 Q3	$1.3M	Hold	9,404	–	–	0.78%	8
2015 Q2	$1.44M	Hold	9,404	–	–	0.86%	9
2015 Q1	$1.5M	Hold	9,404	–	–	0.89%	9
2014 Q4	$1.5M	Hold	9,404	–	–	0.91%	9
2014 Q3	$1.32M	Buy	9,404 +17	+0.2%	+$2.22K	1%	10
2014 Q2	$1.11M	Hold	9,387	–	–	0.85%	11
2014 Q1	$1.16M	Sell	9,387 -17	-0.2%	-$2.06K	0.94%	11
2013 Q4	$1.5M	Buy	+9,404	New	+$1.07M	0.91%	9

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

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's AMGN Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Amgen (AMGN) stake by 1.5% in Q2 2026, buying an estimated $2.74K and bringing the position to 553 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #94.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AMGN in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.77M in Q3 2018. 1,152 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 553 shares of Amgen worth $200K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 8 Amgen shares in Q2 2026, an estimated $2.74K.
Amgen made up 0.03% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #94 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Amgen in Q4 2013 and has held it in 50 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Amgen position peaked at $1.77M in Q3 2018.
1,152 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.