Arete Wealth Advisors’s Amgen AMGN Stock Holding History

Arete Wealth 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 Q1	–	Sell	-4,934	Closed	-$1.61M	–	335
2025 Q4	$1.61M	Sell	4,934 -167	-3%	-$53K	0.1%	201
2025 Q3	$1.44M	Sell	5,101 -82	-2%	-$23.8K	0.09%	210
2025 Q2	$1.45M	Sell	5,183 -3,028	-37%	-$858K	0.1%	198
2025 Q1	$2.56M	Buy	8,211 +785	+11%	+$232K	0.2%	111
2024 Q4	$1.93M	Buy	7,426 +2,597	+54%	+$771K	0.14%	152
2024 Q3	$1.55M	Sell	4,829 -402	-8%	-$131K	0.13%	157
2024 Q2	$1.63M	Buy	+5,231	New	+$1.54M	0.13%	156
2024 Q1	–	Sell	-3,446	Closed	-$993K	–	392
2023 Q4	$993K	Sell	3,446 -61	-2%	-$16.6K	0.08%	254
2023 Q3	$943K	Sell	3,507 -1,757	-33%	-$438K	0.16%	136
2023 Q2	$1.17M	Sell	5,264 -2,417	-31%	-$561K	0.1%	190
2023 Q1	$1.86M	Sell	7,681 -1,032	-12%	-$253K	0.15%	130
2022 Q4	$2.29B	Buy	8,713 +1,490	+21%	+$399K	0.2%	101
2022 Q3	$1.63M	Buy	7,223 +4,655	+181%	+$1.13M	0.16%	121
2022 Q2	$626K	Buy	2,568 +110	+4%	+$27K	0.06%	204
2022 Q1	$594K	Buy	+2,458	New	+$565K	0.05%	253
2021 Q4	–	Sell	-2,891	Closed	-$615K	–	503
2021 Q3	$615K	Sell	2,891 -16	-0.6%	-$3.68K	0.07%	226
2021 Q2	$557K	Sell	2,907 -135	-4%	-$33.2K	0.08%	190
2021 Q1	$757K	Sell	3,042 -118	-4%	-$28.2K	0.1%	186
2020 Q4	$724K	Sell	3,160 -2,258	-42%	-$521K	0.1%	183
2020 Q3	$1.33M	Buy	5,418 +1	+0%	+$248	0.2%	120
2020 Q2	$1.28M	Buy	5,417 +824	+18%	+$188K	0.22%	117
2020 Q1	$931K	Buy	4,593 +157	+4%	+$34.3K	0.18%	127
2019 Q4	$1.07M	Buy	4,436 +2	+0%	+$441	0.19%	124
2019 Q3	$858K	Buy	4,434 +505	+13%	+$96.9K	0.16%	150
2019 Q2	$724K	Sell	3,929 -17,792	-82%	-$3.19M	0.14%	171
2019 Q1	$4.13M	Buy	21,721 +655	+3%	+$125K	0.86%	16
2018 Q4	$4.1M	Sell	21,066 -16	-0.1%	-$3.12K	1%	16
2018 Q3	$4.37M	Sell	21,082 -3,011	-12%	-$593K	0.97%	16
2018 Q2	$4.45M	Buy	24,093 +17,992	+295%	+$3.18M	1.06%	12
2018 Q1	$1.04M	Sell	6,101 -999	-14%	-$183K	0.34%	69
2017 Q4	$1.24M	Sell	7,100 -407	-5%	-$72K	0.4%	58
2017 Q3	$1.4M	Buy	7,507 +80	+1%	+$14.2K	0.56%	50
2017 Q2	$1.28M	Buy	7,427 +136	+2%	+$22.1K	0.58%	49
2017 Q1	$1.2M	Sell	7,291 -215	-3%	-$35.7K	0.52%	52
2016 Q4	$1.1M	Buy	7,506 +4,844	+182%	+$729K	0.51%	52
2016 Q3	$444K	Buy	2,662 +80	+3%	+$13.5K	0.25%	87
2016 Q2	$393K	Buy	2,582 +64	+3%	+$9.95K	0.25%	80
2016 Q1	$378K	Buy	2,518 +228	+10%	+$33.9K	0.23%	86
2015 Q4	$372K	Hold	2,290	–	–	0.23%	78
2015 Q3	$317K	Hold	2,290	–	–	0.25%	83
2015 Q2	$352K	Hold	2,290	–	–	0.24%	87
2015 Q1	$359K	Hold	2,290	–	–	0.23%	94
2014 Q4	$365K	Buy	+2,290	New	+$357K	0.26%	85

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Arete Wealth Advisors's AMGN Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Amgen (AMGN) in Q1 2026, closing a stake of 4,934 shares — an estimated $1.61M sold.

Arete Wealth Advisors first reported a position in AMGN in Q4 2014 and held it in 43 quarters. The position peaked at $2.29B in Q4 2022. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Arete Wealth Advisors reported no remaining Amgen position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 4,934 Amgen shares in Q1 2026, an estimated $1.61M.
Arete Wealth Advisors first reported a position in Amgen in Q4 2014 and held it in 43 quarters.
Arete Wealth Advisors's Amgen position peaked at $2.29B in Q4 2022.
3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.