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Whelan Financial’s Amgen AMGN Stock Holding History

Whelan Financial’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 		$233K Buy
644
+27
+4% +$9.24K 0.06% 93
2026
Q1 		$217K Buy
+617
New +$220K 0.07% 82

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Whelan Financial's AMGN Position: Q2 2026 in Review

Whelan Financial increased its Amgen (AMGN) stake by 4.4% in Q2 2026, buying an estimated $9.24K and bringing the position to 644 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #93.

Whelan Financial first reported a position in AMGN in Q1 2026 and has held it in 2 quarters since. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Whelan Financial held 644 shares of Amgen worth $233K as of Q2 2026.
  • Whelan Financial bought 27 Amgen shares in Q2 2026, an estimated $9.24K.
  • Amgen made up 0.06% of Whelan Financial's portfolio in Q2 2026, its #93 holding.
  • Whelan Financial first reported a position in Amgen in Q1 2026 and has held it in 2 quarters since.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.