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Wendell David Associates’s Amgen AMGN Stock Holding History

Wendell David Associates’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 		$3.89M Sell
10,743
-50
-0.5% -$17.1K 0.41% 55
2026
Q1 		$3.8M Sell
10,793
-35
-0.3% -$12.5K 0.41% 54
2025
Q4 		$3.54M Sell
10,828
-36
-0.3% -$11.4K 0.36% 54
2025
Q3 		$3.07M Hold
10,864
– – 0.3% 63
2025
Q2 		$3.03M Sell
10,864
-21
-0.2% -$5.95K 0.31% 64
2025
Q1 		$3.39M Sell
10,885
-662
-6% -$195K 0.34% 57
2024
Q4 		$3.01M Hold
11,547
– – 0.3% 61
2024
Q3 		$3.72M Buy
11,547
+124
+1% +$40.6K 0.36% 54
2024
Q2 		$3.57M Sell
11,423
-25
-0.2% -$7.34K 0.36% 53
2024
Q1 		$3.25M Buy
11,448
+23
+0.2% +$6.73K 0.33% 59
2023
Q4 		$3.29M Buy
11,425
+30
+0.3% +$8.17K 0.35% 59
2023
Q3 		$3.06M Hold
11,395
– – 0.36% 59
2023
Q2 		$2.53M Sell
11,395
-20
-0.2% -$4.64K 0.29% 69
2023
Q1 		$2.76M Hold
11,415
– – 0.33% 69
2022
Q4 		$3M Hold
11,415
– – 0.37% 63
2022
Q3 		$2.57M Sell
11,415
-115
-1% -$27.9K 0.35% 64
2022
Q2 		$2.81M Sell
11,530
-400
-3% -$98K 0.36% 63
2022
Q1 		$2.88M Hold
11,930
– – 0.32% 65
2021
Q4 		$2.68M Buy
11,930
+631
+6% +$133K 0.27% 70
2021
Q3 		$2.4M Hold
11,299
– – 0.27% 70
2021
Q2 		$2.75M Sell
11,299
-18
-0.2% -$4.43K 0.31% 67
2021
Q1 		$2.82M Buy
11,317
+1
+0% +$239 0.34% 66
2020
Q4 		$2.6M Sell
11,316
-171
-1% -$39.4K 0.32% 64
2020
Q3 		$2.92M Hold
11,487
– – 0.39% 60
2020
Q2 		$2.71M Hold
11,487
– – 0.39% 59
2020
Q1 		$2.33M Sell
11,487
-76
-0.7% -$16.6K 0.39% 60
2019
Q4 		$2.79M Hold
11,563
– – 0.38% 63
2019
Q3 		$2.24M Hold
11,563
– – 0.33% 66
2019
Q2 		$2.13M Hold
11,563
– – 0.32% 67
2019
Q1 		$2.2M Buy
11,563
+34
+0.3% +$6.49K 0.34% 69
2018
Q4 		$2.24M Sell
11,529
-435
-4% -$84.9K 0.4% 66
2018
Q3 		$2.48M Hold
11,964
– – 0.39% 68
2018
Q2 		$2.21M Hold
11,964
– – 0.38% 70
2018
Q1 		$2.04M Sell
11,964
-99
-0.8% -$18.2K 0.37% 71
2017
Q4 		$2.1M Sell
12,063
-237
-2% -$41.9K 0.36% 72
2017
Q3 		$2.29M Sell
12,300
-200
-2% -$35.4K 0.41% 65
2017
Q2 		$2.15M Hold
12,500
– – 0.41% 67
2017
Q1 		$2.05M Hold
12,500
– – 0.39% 68
2016
Q4 		$1.83M Hold
12,500
– – 0.36% 73
2016
Q3 		$2.08M Hold
12,500
– – 0.41% 66
2016
Q2 		$1.9M Buy
12,500
+35
+0.3% +$5.44K 0.37% 67
2016
Q1 		$1.87M Hold
12,465
– – 0.36% 71
2015
Q4 		$2.02M Hold
12,465
– – 0.4% 65
2015
Q3 		$1.72M Sell
12,465
-300
-2% -$47.3K 0.35% 73
2015
Q2 		$1.97M Sell
12,765
-100
-0.8% -$16K 0.38% 68
2015
Q1 		$2.06M Hold
12,865
– – 0.4% 66
2014
Q4 		$2.05M Hold
12,865
– – 0.4% 64
2014
Q3 		$1.8M Buy
12,865
+25
+0.2% +$3.26K 0.38% 63
2014
Q2 		$1.51M Hold
12,840
– – 0.32% 71
2014
Q1 		$1.58M Buy
12,840
+200
+2% +$24.3K 0.34% 65
2013
Q4 		$1.44M Buy
12,640
+100
+0.8% +$11.4K 0.32% 69
2013
Q3 		$1.4M Buy
12,540
+207
+2% +$22.4K 0.34% 67
2013
Q2 		$1.22M Buy
+12,333
New +$1.28M 0.31% 68

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

Wendell David Associates's AMGN Position: Q2 2026 in Review

Wendell David Associates reduced its Amgen (AMGN) stake by 0.46% in Q2 2026, selling an estimated $17.1K and leaving 10,743 shares worth $3.89M. The position accounts for 0.41% of the portfolio, ranked #55.

Wendell David Associates first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. 1,264 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Wendell David Associates held 10,743 shares of Amgen worth $3.89M as of Q2 2026.
  • Wendell David Associates sold 50 Amgen shares in Q2 2026, an estimated $17.1K.
  • Amgen made up 0.41% of Wendell David Associates's portfolio in Q2 2026, its #55 holding.
  • Wendell David Associates first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.