Allworth Financial’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.2M | Buy |
54,554
+12,756
| +31% | +$4.55M | 0.08% | 156 |
|
|
2025
Q4 | $13.7M | Buy |
41,798
+2,517
| +6% | +$798K | 0.06% | 188 |
|
|
2025
Q3 | $11.1M | Buy |
39,281
+648
| +2% | +$188K | 0.05% | 195 |
|
|
2025
Q2 | $10.8M | Buy |
38,633
+1,878
| +5% | +$532K | 0.05% | 190 |
|
|
2025
Q1 | $10.3M | Buy |
36,755
+1,720
| +5% | +$508K | 0.06% | 173 |
|
|
2024
Q4 | $9.58M | Buy |
35,035
+10,002
| +40% | +$2.97M | 0.05% | 179 |
|
|
2024
Q3 | $8.07M | Buy |
25,033
+785
| +3% | +$257K | 0.05% | 164 |
|
|
2024
Q2 | $8.03M | Buy |
24,248
+7,198
| +42% | +$2.11M | 0.05% | 156 |
|
|
2024
Q1 | $4.85M | Buy |
17,050
+557
| +3% | +$163K | 0.03% | 200 |
|
|
2023
Q4 | $4.75M | Sell |
16,493
-631
| -4% | -$172K | 0.04% | 188 |
|
|
2023
Q3 | $4.6M | Sell |
17,124
-218
| -1% | -$54.4K | 0.04% | 175 |
|
|
2023
Q2 | $3.85M | Buy |
17,342
+667
| +4% | +$155K | 0.03% | 203 |
|
|
2023
Q1 | $4.03M | Buy |
16,675
+1,355
| +9% | +$333K | 0.04% | 180 |
|
|
2022
Q4 | $4.02M | Buy |
15,320
+791
| +5% | +$212K | 0.04% | 171 |
|
|
2022
Q3 | $3.27M | Buy |
14,529
+1,137
| +8% | +$276K | 0.04% | 180 |
|
|
2022
Q2 | $3.26M | Buy |
13,392
+2,115
| +19% | +$518K | 0.04% | 172 |
|
|
2022
Q1 | $2.73M | Buy |
11,277
+6,517
| +137% | +$1.5M | 0.03% | 188 |
|
|
2021
Q4 | $1.07M | Sell |
4,760
-220
| -4% | -$46.4K | 0.02% | 275 |
|
|
2021
Q3 | $1.06M | Buy |
4,980
+2,126
| +74% | +$489K | 0.02% | 230 |
|
|
2021
Q2 | $696K | Sell |
2,854
-169
| -6% | -$41.6K | 0.01% | 223 |
|
|
2021
Q1 | $752K | Buy |
3,023
+338
| +13% | +$80.7K | 0.02% | 196 |
|
|
2020
Q4 | $617K | Buy |
2,685
+32
| +1% | +$7.38K | 0.02% | 151 |
|
|
2020
Q3 | $674K | Sell |
2,653
-179
| -6% | -$44.3K | 0.02% | 121 |
|
|
2020
Q2 | $668K | Sell |
2,832
-2
| -0.1% | -$456 | 0.02% | 122 |
|
|
2020
Q1 | $575K | Buy |
2,834
+563
| +25% | +$123K | 0.02% | 144 |
|
|
2019
Q4 | $547K | Buy |
2,271
+304
| +15% | +$67K | 0.02% | 103 |
|
|
2019
Q3 | $381K | Buy |
1,967
+39
| +2% | +$7.49K | 0.01% | 113 |
|
|
2019
Q2 | $355K | Hold |
1,928
| – | – | 0.01% | 119 |
|
|
2019
Q1 | $366K | Buy |
1,928
+14
| +0.7% | +$2.67K | 0.02% | 113 |
|
|
2018
Q4 | $373K | Buy |
1,914
+2
| +0.1% | +$390 | 0.02% | 106 |
|
|
2018
Q3 | $396K | Sell |
1,912
-133
| -7% | -$26.2K | 0.02% | 106 |
|
|
2018
Q2 | $377K | Buy |
2,045
+151
| +8% | +$26.7K | 0.02% | 109 |
|
|
2018
Q1 | $323K | Buy |
1,894
+84
| +5% | +$15.4K | 0.02% | 90 |
|
|
2017
Q4 | $315K | Sell |
1,810
-322
| -15% | -$57K | 0.02% | 90 |
|
|
2017
Q3 | $398K | Sell |
2,132
-63
| -3% | -$11.2K | 0.03% | 73 |
|
|
2017
Q2 | $378K | Buy |
2,195
+25
| +1% | +$4.07K | 0.03% | 72 |
|
|
2017
Q1 | $356K | Sell |
2,170
-92
| -4% | -$15.3K | 0.03% | 70 |
|
|
2016
Q4 | $331K | Sell |
2,262
-222
| -9% | -$33.4K | 0.03% | 76 |
|
|
2016
Q3 | $414K | Sell |
2,484
-12
| -0.5% | -$2.03K | 0.04% | 66 |
|
|
2016
Q2 | $380K | Sell |
2,496
-117
| -4% | -$18.2K | 0.04% | 65 |
|
|
2016
Q1 | $392K | Hold |
2,613
| – | – | 0.05% | 73 |
|
|
2015
Q4 | $424K | Buy |
2,613
+105
| +4% | +$16.5K | 0.08% | 61 |
|
|
2015
Q3 | $347K | Buy |
2,508
+241
| +11% | +$38K | 0.12% | 66 |
|
|
2015
Q2 | $348K | Buy |
2,267
+5
| +0.2% | +$801 | 0.12% | 68 |
|
|
2015
Q1 | $362K | Buy |
2,262
+137
| +6% | +$21.6K | 0.13% | 67 |
|
|
2014
Q4 | $338K | Buy |
2,125
+4
| +0.2% | +$623 | 0.13% | 61 |
|
|
2014
Q3 | $297K | Buy |
2,121
+392
| +23% | +$51.2K | 0.12% | 63 |
|
|
2014
Q2 | $205K | Sell |
1,729
-1
| -0.1% | -$116 | 0.09% | 77 |
|
|
2014
Q1 | $213K | Buy |
+1,730
| New | +$210K | 0.09% | 65 |
|
|
2013
Q4 | – | Sell |
-2,135
| Closed | -$239K | – | 68 |
|
|
2013
Q3 | $239K | Buy |
2,135
+2
| +0.1% | +$217 | 0.12% | 58 |
|
|
2013
Q2 | $210K | Buy |
+2,133
| New | +$221K | 0.12% | 55 |
|
Other funds holding AMGN
VCM
VPM
Allworth Financial's AMGN Position: Q1 2026 in Review
Allworth Financial increased its Amgen (AMGN) stake by 31% in Q1 2026, buying an estimated $4.55M and bringing the position to 54,554 shares worth $19.2M. The position accounts for 0.08% of the portfolio, ranked #156.
Allworth Financial first reported a position in AMGN in Q2 2013 and has held it in 51 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Allworth Financial held 54,554 shares of Amgen worth $19.2M as of Q1 2026.
- Allworth Financial bought 12,756 Amgen shares in Q1 2026, an estimated $4.55M.
- Amgen made up 0.08% of Allworth Financial's portfolio in Q1 2026, its #156 holding.
- Allworth Financial first reported a position in Amgen in Q2 2013 and has held it in 51 quarters since.
- 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.