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Wellspring Financial Advisors’s Amgen AMGN Stock Holding History

Wellspring Financial 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 		$698K Sell
1,927
-4
-0.2% -$1.37K 0.05% 137
2026
Q1 		$680K Buy
1,931
+46
+2% +$16.4K 0.05% 136
2025
Q4 		$617K Buy
1,885
+178
+10% +$56.5K 0.05% 129
2025
Q3 		$482K Sell
1,707
-516
-23% -$150K 0.04% 89
2025
Q2 		$621K Buy
2,223
+29
+1% +$8.22K 0.06% 73
2025
Q1 		$684K Sell
2,194
-412
-16% -$122K 0.08% 66
2024
Q4 		$679K Sell
2,606
-2
-0.1% -$593 0.07% 66
2024
Q3 		$840K Sell
2,608
-116
-4% -$37.9K 0.1% 62
2024
Q2 		$851K Buy
2,724
+41
+2% +$12K 0.12% 61
2024
Q1 		$763K Sell
2,683
-22
-0.8% -$6.44K 0.12% 57
2023
Q4 		$779K Buy
2,705
+202
+8% +$55K 0.19% 57
2023
Q3 		$673K Sell
2,503
-7
-0.3% -$1.75K 0.2% 56
2023
Q2 		$557K Sell
2,510
-26
-1% -$6.03K 0.16% 57
2023
Q1 		$613K Sell
2,536
-1
-0% -$245 0.18% 61
2022
Q4 		$666K Buy
2,537
+10
+0.4% +$2.68K 0.22% 57
2022
Q3 		$570K Sell
2,527
-5
-0.2% -$1.21K 0.21% 49
2022
Q2 		$616K Sell
2,532
-48
-2% -$11.8K 0.21% 48
2022
Q1 		$624K Buy
2,580
+59
+2% +$13.6K 0.18% 47
2021
Q4 		$567K Sell
2,521
-22
-0.9% -$4.64K 0.16% 54
2021
Q3 		$541K Buy
2,543
+73
+3% +$16.8K 0.16% 54
2021
Q2 		$602K Buy
2,470
+89
+4% +$21.9K 0.19% 50
2021
Q1 		$483K Sell
2,381
-118
-5% -$28.2K 0.23% 42
2020
Q4 		$575K Buy
2,499
+97
+4% +$22.4K 0.2% 49
2020
Q3 		$611K Buy
2,402
+21
+0.9% +$5.2K 0.24% 44
2020
Q2 		$562K Hold
2,381
– – 0.23% 44
2020
Q1 		$483K Buy
+2,381
New +$520K 0.23% 42

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
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
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
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

Wellspring Financial Advisors's AMGN Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Amgen (AMGN) stake by 0.21% in Q2 2026, selling an estimated $1.37K and leaving 1,927 shares worth $698K. The position accounts for 0.05% of the portfolio, ranked #137.

Wellspring Financial Advisors first reported a position in AMGN in Q1 2020 and has held it in 26 quarters since. The position peaked at $851K in Q2 2024. 1,059 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Wellspring Financial Advisors held 1,927 shares of Amgen worth $698K as of Q2 2026.
  • Wellspring Financial Advisors sold 4 Amgen shares in Q2 2026, an estimated $1.37K.
  • Amgen made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #137 holding.
  • Wellspring Financial Advisors first reported a position in Amgen in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's Amgen position peaked at $851K in Q2 2024.
  • 1,059 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.