Beaumont Financial Advisors’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 | $1.46M | Sell |
4,159
-101
| -2% | -$36K | 0.1% | 128 |
|
|
2025
Q4 | $1.39M | Buy |
4,260
+52
| +1% | +$16.5K | 0.09% | 132 |
|
|
2025
Q3 | $1.19M | Buy |
4,208
+3
| +0.1% | +$870 | 0.08% | 150 |
|
|
2025
Q2 | $1.17M | Sell |
4,205
-73
| -2% | -$20.7K | 0.08% | 133 |
|
|
2025
Q1 | $1.33M | Sell |
4,278
-143
| -3% | -$42.2K | 0.1% | 123 |
|
|
2024
Q4 | $1.15M | Buy |
4,421
+164
| +4% | +$48.7K | 0.09% | 135 |
|
|
2024
Q3 | $1.37M | Sell |
4,257
-448
| -10% | -$147K | 0.11% | 122 |
|
|
2024
Q2 | $1.47M | Sell |
4,705
-57
| -1% | -$16.7K | 0.12% | 114 |
|
|
2024
Q1 | $1.35M | Buy |
4,762
+5
| +0.1% | +$1.46K | 0.11% | 121 |
|
|
2023
Q4 | $1.37M | Buy |
4,757
+48
| +1% | +$13.1K | 0.13% | 117 |
|
|
2023
Q3 | $1.27M | Buy |
4,709
+341
| +8% | +$85.1K | 0.13% | 109 |
|
|
2023
Q2 | $970K | Buy |
4,368
+72
| +2% | +$16.7K | 0.09% | 139 |
|
|
2023
Q1 | $1.04M | Sell |
4,296
-241
| -5% | -$59.2K | 0.11% | 115 |
|
|
2022
Q4 | $1.19M | Sell |
4,537
-277
| -6% | -$74.3K | 0.12% | 107 |
|
|
2022
Q3 | $1.08M | Hold |
4,814
| – | – | 0.1% | 110 |
|
|
2022
Q2 | $1.17M | Sell |
4,814
-360
| -7% | -$88.2K | 0.11% | 113 |
|
|
2022
Q1 | $1.25M | Buy |
5,174
+446
| +9% | +$102K | 0.1% | 137 |
|
|
2021
Q4 | $1.06M | Sell |
4,728
-127
| -3% | -$26.8K | 0.08% | 139 |
|
|
2021
Q3 | $1.03M | Sell |
4,855
-1
| -0% | -$230 | 0.08% | 137 |
|
|
2021
Q2 | $1.18M | Buy |
4,856
+1,266
| +35% | +$311K | 0.09% | 127 |
|
|
2021
Q1 | $1.21M | Sell |
3,590
-1,048
| -23% | -$250K | 0.1% | 130 |
|
|
2020
Q4 | $1.07M | Buy |
4,638
+544
| +13% | +$125K | 0.09% | 132 |
|
|
2020
Q3 | $1.04M | Buy |
4,094
+77
| +2% | +$19.1K | 0.1% | 140 |
|
|
2020
Q2 | $948K | Sell |
4,017
-6
| -0.1% | -$1.37K | 0.1% | 138 |
|
|
2020
Q1 | $816K | Sell |
4,023
-44
| -1% | -$9.61K | 0.1% | 113 |
|
|
2019
Q4 | $981K | Buy |
4,067
+225
| +6% | +$49.6K | 0.1% | 132 |
|
|
2019
Q3 | $744K | Buy |
+3,842
| New | +$737K | 0.07% | 145 |
|
|
2014
Q4 | – | Sell |
-33,238
| Closed | -$4.67M | – | 147 |
|
|
2014
Q3 | $4.67M | Sell |
33,238
-35
| -0.1% | -$4.57K | 0.31% | 77 |
|
|
2014
Q2 | $3.94M | Buy |
33,273
+10,251
| +45% | +$1.19M | 0.28% | 80 |
|
|
2014
Q1 | $2.84M | Sell |
23,022
-1,172
| -5% | -$142K | 0.23% | 75 |
|
|
2013
Q4 | $2.76M | Buy |
+24,194
| New | +$2.75M | 0.23% | 79 |
|
Other funds holding AMGN
VCM
VPM
Beaumont Financial Advisors's AMGN Position: Q1 2026 in Review
Beaumont Financial Advisors reduced its Amgen (AMGN) stake by 2.4% in Q1 2026, selling an estimated $36K and leaving 4,159 shares worth $1.46M. The position accounts for 0.1% of the portfolio, ranked #128.
Beaumont Financial Advisors first reported a position in AMGN in Q4 2013 and has held it in 31 quarters since. The position peaked at $4.67M in Q3 2014. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Beaumont Financial Advisors held 4,159 shares of Amgen worth $1.46M as of Q1 2026.
- Beaumont Financial Advisors sold 101 Amgen shares in Q1 2026, an estimated $36K.
- Amgen made up 0.1% of Beaumont Financial Advisors's portfolio in Q1 2026, its #128 holding.
- Beaumont Financial Advisors first reported a position in Amgen in Q4 2013 and has held it in 31 quarters since.
- Beaumont Financial Advisors's Amgen position peaked at $4.67M in Q3 2014.
- 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.