West Financial Advisors’s Amgen AMGN Stock Holding History

West 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	$277K	Hold	764	–	–	0.04%	54
2026 Q1	$269K	Sell	764 -20	-3%	-$7.13K	0.05%	52
2025 Q4	$257K	Buy	784 +20	+3%	+$6.34K	0.04%	52
2025 Q3	$216K	Hold	764	–	–	0.04%	58
2025 Q2	$213K	Hold	764	–	–	0.04%	57
2025 Q1	$238K	Hold	764	–	–	0.05%	54
2024 Q4	$199K	Hold	764	–	–	0.04%	57
2024 Q3	$246K	Hold	764	–	–	0.05%	50
2024 Q2	$239K	Hold	764	–	–	0.05%	52
2024 Q1	$217K	Sell	764 -310	-29%	-$90.7K	0.05%	53
2023 Q4	$309K	Sell	1,074 -27	-2%	-$7.36K	0.07%	47
2023 Q3	$296K	Buy	1,101 +27	+3%	+$6.74K	0.07%	48
2023 Q2	$238K	Hold	1,074	–	–	0.06%	49
2023 Q1	$260K	Hold	1,074	–	–	0.07%	47
2022 Q4	$282K	Sell	1,074 -475	-31%	-$127K	0.08%	44
2022 Q3	$349K	Hold	1,549	–	–	0.1%	42
2022 Q2	$377K	Hold	1,549	–	–	0.11%	40
2022 Q1	$375K	Hold	1,549	–	–	0.1%	42
2021 Q4	$348K	Buy	+1,549	New	+$327K	0.09%	46

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

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

West Financial Advisors held its Amgen (AMGN) position steady in Q2 2026 at 764 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #54.

West Financial Advisors first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. The position peaked at $377K in Q2 2022. 1,264 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

West Financial Advisors held 764 shares of Amgen worth $277K as of Q2 2026.
West Financial Advisors left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.04% of West Financial Advisors's portfolio in Q2 2026, its #54 holding.
West Financial Advisors first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
West Financial Advisors's Amgen position peaked at $377K in Q2 2022.
1,264 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.