Bartlett & Co Wealth 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
Q1 | $107M | Sell |
329,953
-18,221
| -5% | -$6.5M | 1.37% | 22 |
|
|
2025
Q4 | $114M | Buy |
348,174
+2,773
| +0.8% | +$880K | 1.49% | 17 |
|
|
2025
Q3 | $97.5M | Sell |
345,401
-7,343
| -2% | -$2.13M | 1.29% | 19 |
|
|
2025
Q2 | $98.5M | Buy |
352,744
+440
| +0.1% | +$125K | 1.37% | 20 |
|
|
2025
Q1 | $110M | Sell |
352,304
-8,291
| -2% | -$2.45M | 1.62% | 16 |
|
|
2024
Q4 | $94M | Sell |
360,595
-8,246
| -2% | -$2.45M | 1.36% | 18 |
|
|
2024
Q3 | $119M | Sell |
368,841
-4,789
| -1% | -$1.57M | 1.71% | 14 |
|
|
2024
Q2 | $117M | Sell |
373,630
-8,166
| -2% | -$2.4M | 1.77% | 13 |
|
|
2024
Q1 | $109M | Sell |
381,796
-1,445
| -0.4% | -$423K | 1.67% | 15 |
|
|
2023
Q4 | $111M | Buy |
383,241
+1,551
| +0.4% | +$423K | 1.79% | 14 |
|
|
2023
Q3 | $103M | Buy |
381,690
+676
| +0.2% | +$169K | 1.84% | 12 |
|
|
2023
Q2 | $84.6M | Sell |
381,014
-1,510
| -0.4% | -$350K | 1.46% | 18 |
|
|
2023
Q1 | $92.5M | Sell |
382,524
-516
| -0.1% | -$127K | 1.79% | 11 |
|
|
2022
Q4 | $101M | Buy |
383,040
+355
| +0.1% | +$95.2K | 2.02% | 10 |
|
|
2022
Q3 | $86.3M | Sell |
382,685
-1,091
| -0.3% | -$264K | 1.85% | 10 |
|
|
2022
Q2 | $93.4M | Sell |
383,776
-7,832
| -2% | -$1.92M | 1.89% | 10 |
|
|
2022
Q1 | $94.7M | Buy |
391,608
+1,704
| +0.4% | +$392K | 1.66% | 12 |
|
|
2021
Q4 | $87.7M | Buy |
389,904
+2,321
| +0.6% | +$490K | 1.49% | 17 |
|
|
2021
Q3 | $82.4M | Sell |
387,583
-147
| -0% | -$33.8K | 1.57% | 15 |
|
|
2021
Q2 | $94.5M | Sell |
387,730
-2,793
| -0.7% | -$687K | 1.8% | 10 |
|
|
2021
Q1 | $97.2M | Buy |
390,523
+4,114
| +1% | +$982K | 1.95% | 10 |
|
|
2020
Q4 | $88.8M | Buy |
386,409
+2,650
| +0.7% | +$611K | 1.89% | 10 |
|
|
2020
Q3 | $97.5M | Sell |
383,759
-964
| -0.3% | -$239K | 2.29% | 7 |
|
|
2020
Q2 | $90.7M | Buy |
384,723
+519
| +0.1% | +$118K | 2.37% | 6 |
|
|
2020
Q1 | $77.9M | Sell |
384,204
-3,801
| -1% | -$830K | 2.37% | 6 |
|
|
2019
Q4 | $93.5M | Sell |
388,005
-2,652
| -0.7% | -$585K | 2.28% | 6 |
|
|
2019
Q3 | $75.6M | Buy |
390,657
+111,682
| +40% | +$21.4M | 1.98% | 12 |
|
|
2019
Q2 | $51.4M | Sell |
278,975
-1,710
| -0.6% | -$306K | 1.92% | 12 |
|
|
2019
Q1 | $53.3M | Sell |
280,685
-1,839
| -0.7% | -$351K | 2.04% | 11 |
|
|
2018
Q4 | $55M | Sell |
282,524
-4,000
| -1% | -$780K | 2.34% | 8 |
|
|
2018
Q3 | $59.4M | Sell |
286,524
-896
| -0.3% | -$177K | 2.23% | 9 |
|
|
2018
Q2 | $53.1M | Sell |
287,420
-1,105
| -0.4% | -$195K | 2.16% | 10 |
|
|
2018
Q1 | $49.2M | Buy |
+288,525
| New | +$53M | 2.03% | 11 |
|
Other funds holding AMGN
VCM
VPM
Bartlett & Co Wealth Management's AMGN Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Amgen (AMGN) stake by 5.2% in Q1 2026, selling an estimated $6.5M and leaving 329,953 shares worth $107M. The position accounts for 1.37% of the portfolio, ranked #22.
Bartlett & Co Wealth Management first reported a position in AMGN in Q1 2018 and has held it in 33 quarters since. The position peaked at $119M in Q3 2024. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Bartlett & Co Wealth Management held 329,953 shares of Amgen worth $107M as of Q1 2026.
- Bartlett & Co Wealth Management sold 18,221 Amgen shares in Q1 2026, an estimated $6.5M.
- Amgen made up 1.37% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #22 holding.
- Bartlett & Co Wealth Management first reported a position in Amgen in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Amgen position peaked at $119M in Q3 2024.
- 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.