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Willner & Heller’s Amgen AMGN Stock Holding History

Willner & Heller’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 		$776K Sell
2,142
-69
-3% -$23.6K 0.49% 62
2026
Q1 		$778K Sell
2,211
-22
-1% -$7.84K 0.58% 51
2025
Q4 		$731K Sell
2,233
-50
-2% -$15.9K 0.53% 58
2025
Q3 		$644K Sell
2,283
-767
-25% -$222K 0.49% 63
2025
Q2 		$852K Buy
3,050
+64
+2% +$18.1K 0.72% 39
2025
Q1 		$930K Buy
2,986
+61
+2% +$18K 0.86% 29
2024
Q4 		$762K Buy
2,925
+1,317
+82% +$391K 0.67% 45
2024
Q3 		$518K Buy
1,608
+52
+3% +$17K 0.46% 71
2024
Q2 		$486K Buy
1,556
+11
+0.7% +$3.23K 0.47% 67
2024
Q1 		$439K Buy
1,545
+12
+0.8% +$3.51K 0.44% 85
2023
Q4 		$441K Buy
+1,533
New +$418K 0.49% 73
2022
Q4 		$286K Buy
1,089
+7
+0.6% +$1.88K 0.41% 93
2022
Q3 		$244K Sell
1,082
-92
-8% -$22.3K 0.39% 96
2022
Q2 		$286K Sell
1,174
-375
-24% -$91.9K 0.44% 83
2022
Q1 		$348K Buy
1,549
+15
+1% +$3.45K 0.43% 85
2021
Q4 		$326K Buy
+1,534
New +$324K 0.43% 87

Other funds holding AMGN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Willner & Heller's AMGN Position: Q2 2026 in Review

Willner & Heller reduced its Amgen (AMGN) stake by 3.1% in Q2 2026, selling an estimated $23.6K and leaving 2,142 shares worth $776K. The position accounts for 0.49% of the portfolio, ranked #62.

Willner & Heller first reported a position in AMGN in Q4 2021 and has held it in 16 quarters since. The position peaked at $930K in Q1 2025. 577 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Willner & Heller held 2,142 shares of Amgen worth $776K as of Q2 2026.
  • Willner & Heller sold 69 Amgen shares in Q2 2026, an estimated $23.6K.
  • Amgen made up 0.49% of Willner & Heller's portfolio in Q2 2026, its #62 holding.
  • Willner & Heller first reported a position in Amgen in Q4 2021 and has held it in 16 quarters since.
  • Willner & Heller's Amgen position peaked at $930K in Q1 2025.
  • 577 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.