Aspen Investment Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.77M | Sell |
7,645
-49
| -0.6% | -$16.8K | 0.74% | 36 |
|
|
2026
Q1 | $2.71M | Buy |
7,694
+243
| +3% | +$86.6K | 0.83% | 30 |
|
|
2025
Q4 | $2.44M | Buy |
7,451
+1,742
| +31% | +$553K | 0.74% | 38 |
|
|
2025
Q3 | $1.61M | Buy |
5,709
+194
| +4% | +$56.3K | 0.62% | 50 |
|
|
2025
Q2 | $1.54M | Sell |
5,515
-40
| -0.7% | -$11.3K | 0.65% | 50 |
|
|
2025
Q1 | $1.73M | Buy |
5,555
+14
| +0.3% | +$4.13K | 0.8% | 35 |
|
|
2024
Q4 | $1.44M | Sell |
5,541
-15
| -0.3% | -$4.45K | 0.67% | 46 |
|
|
2024
Q3 | $1.79M | Buy |
5,556
+19
| +0.3% | +$6.21K | 0.84% | 34 |
|
|
2024
Q2 | $1.73M | Sell |
5,537
-24
| -0.4% | -$7.05K | 0.86% | 35 |
|
|
2024
Q1 | $1.58M | Sell |
5,561
-34
| -0.6% | -$9.95K | 0.8% | 37 |
|
|
2023
Q4 | $1.61M | Sell |
5,595
-15
| -0.3% | -$4.09K | 0.9% | 35 |
|
|
2023
Q3 | $1.51M | Sell |
5,610
-122
| -2% | -$30.4K | 0.91% | 29 |
|
|
2023
Q2 | $1.27M | Sell |
5,732
-112
| -2% | -$26K | 0.76% | 39 |
|
|
2023
Q1 | $1.41M | Sell |
5,844
-65
| -1% | -$16K | 0.9% | 30 |
|
|
2022
Q4 | $1.55M | Sell |
5,909
-298
| -5% | -$79.9K | 1.01% | 28 |
|
|
2022
Q3 | $1.4M | Buy |
6,207
+26
| +0.4% | +$6.3K | 0.93% | 30 |
|
|
2022
Q2 | $1.5M | Sell |
6,181
-15
| -0.2% | -$3.68K | 0.94% | 28 |
|
|
2022
Q1 | $1.5M | Sell |
6,196
-88
| -1% | -$20.2K | 0.79% | 41 |
|
|
2021
Q4 | $1.41M | Sell |
6,284
-880
| -12% | -$186K | 0.7% | 44 |
|
|
2021
Q3 | $1.52M | Sell |
7,164
-417
| -6% | -$96K | 0.81% | 38 |
|
|
2021
Q2 | $1.85M | Buy |
7,581
+120
| +2% | +$29.5K | 0.97% | 29 |
|
|
2021
Q1 | $1.86M | Sell |
7,461
-5
| -0.1% | -$1.19K | 1.03% | 27 |
|
|
2020
Q4 | $1.72M | Buy |
7,466
+60
| +0.8% | +$13.8K | 1.02% | 28 |
|
|
2020
Q3 | $1.88M | Buy |
7,406
+133
| +2% | +$32.9K | 1.25% | 23 |
|
|
2020
Q2 | $1.72M | Buy |
7,273
+593
| +9% | +$135K | 1.23% | 23 |
|
|
2020
Q1 | $1.35M | Sell |
6,680
-395
| -6% | -$86.3K | 1.17% | 23 |
|
|
2019
Q4 | $1.71M | Buy |
7,075
+55
| +0.8% | +$12.1K | 1.06% | 27 |
|
|
2019
Q3 | $1.36M | Sell |
7,020
-160
| -2% | -$30.7K | 0.91% | 34 |
|
|
2019
Q2 | $1.32M | Hold |
7,180
| – | – | 0.87% | 34 |
|
|
2019
Q1 | $1.36M | Hold |
7,180
| – | – | 0.95% | 27 |
|
|
2018
Q4 | $1.4M | Hold |
7,180
| – | – | 1.12% | 23 |
|
|
2018
Q3 | $1.49M | Buy |
7,180
+70
| +1% | +$13.8K | 0.98% | 24 |
|
|
2018
Q2 | $1.31M | Sell |
7,110
-45
| -0.6% | -$7.96K | 0.91% | 32 |
|
|
2018
Q1 | $1.22M | Hold |
7,155
| – | – | 0.87% | 32 |
|
|
2017
Q4 | $1.24M | Hold |
7,155
| – | – | 0.88% | 34 |
|
|
2017
Q3 | $1.33M | Hold |
7,155
| – | – | 0.99% | 27 |
|
|
2017
Q2 | $1.23M | Hold |
7,155
| – | – | 0.93% | 27 |
|
|
2017
Q1 | $1.17M | Hold |
7,155
| – | – | 0.87% | 25 |
|
|
2016
Q4 | $1.05M | Sell |
7,155
-20
| -0.3% | -$3.01K | 0.79% | 29 |
|
|
2016
Q3 | $1.2M | Buy |
7,175
+310
| +5% | +$52.4K | 0.95% | 23 |
|
|
2016
Q2 | $1.04M | Sell |
6,865
-175
| -2% | -$27.2K | 0.86% | 25 |
|
|
2016
Q1 | $1.06M | Sell |
7,040
-590
| -8% | -$87.7K | 0.97% | 24 |
|
|
2015
Q4 | $1.24M | Hold |
7,630
| – | – | 1.23% | 19 |
|
|
2015
Q3 | $1.05M | Sell |
7,630
-180
| -2% | -$28.4K | 1.03% | 21 |
|
|
2015
Q2 | $1.2M | Sell |
7,810
-318
| -4% | -$50.9K | 1.01% | 22 |
|
|
2015
Q1 | $1.3M | Buy |
8,128
+55
| +0.7% | +$8.66K | 1.04% | 20 |
|
|
2014
Q4 | $1.29M | Sell |
8,073
-1,075
| -12% | -$168K | 1.08% | 24 |
|
|
2014
Q3 | $1.28M | Sell |
9,148
-5,860
| -39% | -$765K | 1.07% | 22 |
|
|
2014
Q2 | $1.78M | Sell |
15,008
-70
| -0.5% | -$8.1K | 1.09% | 25 |
|
|
2014
Q1 | $1.86M | Buy |
15,078
+173
| +1% | +$21K | 1.19% | 23 |
|
|
2013
Q4 | $1.7M | Sell |
14,905
-1,475
| -9% | -$168K | 1.13% | 25 |
|
|
2013
Q3 | $1.83M | Sell |
16,380
-90
| -0.5% | -$9.76K | 1.3% | 20 |
|
|
2013
Q2 | $1.63M | Buy |
+16,470
| New | +$1.71M | 1.11% | 24 |
|
Other funds holding AMGN
FFM
SP
Aspen Investment Management's AMGN Position: Q2 2026 in Review
Aspen Investment Management reduced its Amgen (AMGN) stake by 0.64% in Q2 2026, selling an estimated $16.8K and leaving 7,645 shares worth $2.77M. The position accounts for 0.74% of the portfolio, ranked #36.
Aspen Investment Management first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. 1,372 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Aspen Investment Management held 7,645 shares of Amgen worth $2.77M as of Q2 2026.
- Aspen Investment Management sold 49 Amgen shares in Q2 2026, an estimated $16.8K.
- Amgen made up 0.74% of Aspen Investment Management's portfolio in Q2 2026, its #36 holding.
- Aspen Investment Management first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
- 1,372 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.