West Branch Capital’s Amgen AMGN Stock Holding History

West Branch Capital’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	$423K	Buy	1,167 +89	+8%	+$30.5K	0.1%	59
2026 Q1	$379K	Hold	1,078	–	–	0.1%	62
2025 Q4	$353K	Sell	1,078 -131	-11%	-$41.6K	0.09%	67
2025 Q3	$341K	Sell	1,209 -12	-1%	-$3.48K	0.09%	68
2025 Q2	$341K	Sell	1,221 -171	-12%	-$48.4K	0.1%	63
2025 Q1	$434K	Sell	1,392 -47	-3%	-$13.9K	0.14%	56
2024 Q4	$375K	Sell	1,439 -21	-1%	-$6.23K	0.12%	62
2024 Q3	$470K	Sell	1,460 -31	-2%	-$10.1K	0.16%	57
2024 Q2	$466K	Buy	1,491 +1	+0.1%	+$294	0.17%	57
2024 Q1	$424K	Sell	1,490 -205	-12%	-$60K	0.17%	58
2023 Q4	$488K	Buy	1,695 +434	+34%	+$118K	0.23%	47
2023 Q3	$339K	Buy	1,261 +1	+0.1%	+$250	0.18%	56
2023 Q2	$280K	Buy	1,260 +11	+0.9%	+$2.55K	0.14%	64
2023 Q1	$302K	Buy	1,249 +1	+0.1%	+$245	0.17%	63
2022 Q4	$328K	Buy	1,248 +1	+0.1%	+$268	0.2%	57
2022 Q3	$281K	Buy	1,247 +401	+47%	+$97.2K	0.17%	65
2022 Q2	$206K	Sell	846 -30	-3%	-$7.35K	0.12%	78
2022 Q1	$212K	Sell	876 -42	-5%	-$9.65K	0.1%	80
2021 Q4	$207K	Sell	918 -16	-2%	-$3.38K	0.09%	85
2021 Q3	$199K	Sell	934 -132	-12%	-$30.4K	0.1%	84
2021 Q2	$260K	Buy	1,066 +1	+0.1%	+$246	0.13%	79
2021 Q1	$265K	Sell	1,065 -19	-2%	-$4.53K	0.16%	74
2020 Q4	$249K	Sell	1,084 -504	-32%	-$116K	0.15%	78
2020 Q3	$404K	Sell	1,588 -1,292	-45%	-$320K	0.26%	59
2020 Q2	$679K	Sell	2,880 -2,498	-46%	-$570K	0.48%	50
2020 Q1	$1.09M	Sell	5,378 -328	-6%	-$71.6K	1.04%	30
2019 Q4	$1.38M	Sell	5,706 -21	-0.4%	-$4.63K	0.96%	30
2019 Q3	$1.11M	Buy	5,727 +735	+15%	+$141K	0.82%	43
2019 Q2	$920K	Sell	4,992 -5	-0.1%	-$895	0.76%	37
2019 Q1	$949K	Sell	4,997 -145	-3%	-$27.7K	0.85%	36
2018 Q4	$1M	Sell	5,142 -59	-1%	-$11.5K	1.05%	31
2018 Q3	$1.08M	Sell	5,201 -68	-1%	-$13.4K	0.8%	39
2018 Q2	$973K	Buy	5,269 +651	+14%	+$115K	0.77%	43
2018 Q1	$787K	Buy	+4,618	New	+$848K	0.86%	38

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

West Branch Capital's AMGN Position: Q2 2026 in Review

West Branch Capital increased its Amgen (AMGN) stake by 8.3% in Q2 2026, buying an estimated $30.5K and bringing the position to 1,167 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #59.

West Branch Capital first reported a position in AMGN in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.38M in Q4 2019. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

West Branch Capital held 1,167 shares of Amgen worth $423K as of Q2 2026.
West Branch Capital bought 89 Amgen shares in Q2 2026, an estimated $30.5K.
Amgen made up 0.1% of West Branch Capital's portfolio in Q2 2026, its #59 holding.
West Branch Capital first reported a position in Amgen in Q1 2018 and has held it in 34 quarters since.
West Branch Capital's Amgen position peaked at $1.38M in Q4 2019.
1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.