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Whipplewood Advisors’s Amgen AMGN Stock Holding History

Whipplewood 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 		$17.7K Sell
49
-181
-79% -$62K 0.01% 204
2026
Q1 		$80.9K Buy
230
+225
+4,500% +$80.2K 0.04% 218
2025
Q4 		$1.64K Buy
+5
New +$1.59K ﹤0.01% 357
2025
Q3 		– Sell
-381
Closed -$106K – 340
2025
Q2 		$106K Sell
381
-685
-64% -$194K 0.06% 228
2025
Q1 		$117K Buy
1,066
+670
+169% +$198K 0.07% 208
2024
Q4 		$103K Buy
+396
New +$117K 0.06% 227

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

Whipplewood Advisors's AMGN Position: Q2 2026 in Review

Whipplewood Advisors reduced its Amgen (AMGN) stake by 79% in Q2 2026, selling an estimated $62K and leaving 49 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #204.

Whipplewood Advisors first reported a position in AMGN in Q4 2024 and has held it in 6 quarters since. The position peaked at $117K in Q1 2025. 1,264 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Whipplewood Advisors held 49 shares of Amgen worth $17.7K as of Q2 2026.
  • Whipplewood Advisors sold 181 Amgen shares in Q2 2026, an estimated $62K.
  • Amgen made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #204 holding.
  • Whipplewood Advisors first reported a position in Amgen in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Amgen position peaked at $117K in Q1 2025.
  • 1,264 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.