ZWJ Investment Counsel’s Amgen AMGN Stock Holding History

ZWJ Investment Counsel’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	$3.09M	Buy	8,529 +1,305	+18%	+$447K	0.1%	83
2026 Q1	$2.54M	Buy	7,224 +3	+0%	+$1.07K	0.09%	86
2025 Q4	$2.36M	Hold	7,221	–	–	0.09%	88
2025 Q3	$2.04M	Sell	7,221 -235	-3%	-$68.2K	0.07%	93
2025 Q2	$2.08M	Sell	7,456 -19	-0.3%	-$5.38K	0.08%	92
2025 Q1	$2.33M	Sell	7,475 -215	-3%	-$63.5K	0.09%	88
2024 Q4	$2M	Sell	7,690 -74	-1%	-$22K	0.08%	93
2024 Q3	$2.5M	Hold	7,764	–	–	0.1%	82
2024 Q2	$2.43M	Buy	7,764 +262	+3%	+$77K	0.11%	79
2024 Q1	$2.13M	Sell	7,502 -165	-2%	-$48.3K	0.1%	84
2023 Q4	$2.21M	Sell	7,667 -225	-3%	-$61.3K	0.11%	80
2023 Q3	$2.12M	Buy	+7,892	New	+$1.97M	0.12%	80
2023 Q2	–	Sell	-8,022	Closed	-$1.94M	–	195
2023 Q1	$1.94M	Buy	8,022 +173	+2%	+$42.5K	0.11%	82
2022 Q4	$2.06M	Sell	7,849 -250	-3%	-$67K	0.12%	82
2022 Q3	$1.83M	Buy	8,099 +716	+10%	+$174K	0.11%	85
2022 Q2	$1.8M	Buy	7,383 +4,572	+163%	+$1.12M	0.1%	83
2022 Q1	$680K	Hold	2,811	–	–	0.04%	112
2021 Q4	$632K	Buy	+2,811	New	+$593K	0.03%	117
2021 Q3	–	Sell	-2,842	Closed	-$693K	–	173
2021 Q2	$693K	Sell	2,842 -120	-4%	-$29.5K	0.04%	111
2021 Q1	$737K	Buy	2,962 +80	+3%	+$19.1K	0.05%	110
2020 Q4	$663K	Buy	2,882 +343	+14%	+$79.1K	0.05%	109
2020 Q3	$645K	Sell	2,539 -315	-11%	-$78K	0.05%	98
2020 Q2	$673K	Sell	2,854 -123	-4%	-$28.1K	0.06%	98
2020 Q1	$604K	Hold	2,977	–	–	0.05%	128
2019 Q4	$718K	Buy	2,977 +123	+4%	+$27.1K	0.05%	129
2019 Q3	$552K	Hold	2,854	–	–	0.04%	106
2019 Q2	$526K	Sell	2,854 -175	-6%	-$31.3K	0.04%	107
2019 Q1	$575K	Sell	3,029 -304	-9%	-$58.1K	0.05%	105
2018 Q4	$649K	Buy	3,333 +564	+20%	+$110K	0.06%	96
2018 Q3	$574K	Sell	2,769 -100	-3%	-$19.7K	0.05%	106
2018 Q2	$530K	Hold	2,869	–	–	0.05%	106
2018 Q1	$489K	Sell	2,869 -4,328	-60%	-$794K	0.04%	106
2017 Q4	$1.25M	Buy	7,197 +595	+9%	+$105K	0.1%	99
2017 Q3	$1.23M	Sell	6,602 -51	-0.8%	-$9.04K	0.1%	96
2017 Q2	$1.15M	Sell	6,653 -600	-8%	-$97.6K	0.09%	105
2017 Q1	$1.19M	Buy	7,253 +4,710	+185%	+$783K	0.1%	104
2016 Q4	$372K	Buy	2,543 +1,100	+76%	+$166K	0.04%	120
2016 Q3	$241K	Buy	1,443 +90	+7%	+$15.2K	0.02%	135
2016 Q2	$206K	Sell	1,353 -30	-2%	-$4.66K	0.02%	147
2016 Q1	$207K	Sell	1,383 -115	-8%	-$17.1K	0.02%	148
2015 Q4	$243K	Buy	1,498 +21	+1%	+$3.3K	0.03%	134
2015 Q3	$204K	Hold	1,477	–	–	0.02%	132
2015 Q2	$227K	Buy	+1,477	New	+$237K	0.02%	134

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

ZWJ Investment Counsel's AMGN Position: Q2 2026 in Review

ZWJ Investment Counsel increased its Amgen (AMGN) stake by 18% in Q2 2026, buying an estimated $447K and bringing the position to 8,529 shares worth $3.09M. The position accounts for 0.1% of the portfolio, ranked #83.

ZWJ Investment Counsel first reported a position in AMGN in Q2 2015 and has held it in 43 quarters since. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

ZWJ Investment Counsel held 8,529 shares of Amgen worth $3.09M as of Q2 2026.
ZWJ Investment Counsel bought 1,305 Amgen shares in Q2 2026, an estimated $447K.
Amgen made up 0.1% of ZWJ Investment Counsel's portfolio in Q2 2026, its #83 holding.
ZWJ Investment Counsel first reported a position in Amgen in Q2 2015 and has held it in 43 quarters since.
1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.