Calton & Associates’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 | $530K | Sell |
1,507
-91
| -6% | -$32.4K | 0.08% | 226 |
|
|
2025
Q4 | $523K | Buy |
1,598
+79
| +5% | +$25.1K | 0.08% | 246 |
|
|
2025
Q3 | $429K | Sell |
1,519
-5
| -0.3% | -$1.45K | 0.06% | 261 |
|
|
2025
Q2 | $425K | Sell |
1,524
-154
| -9% | -$43.6K | 0.07% | 230 |
|
|
2025
Q1 | $523K | Buy |
1,678
+879
| +110% | +$260K | 0.12% | 164 |
|
|
2024
Q4 | $208K | Sell |
799
-45
| -5% | -$13.4K | 0.09% | 185 |
|
|
2024
Q3 | $272K | Buy |
844
+133
| +19% | +$43.5K | 0.1% | 182 |
|
|
2024
Q2 | $222K | Sell |
711
-70
| -9% | -$20.6K | 0.11% | 169 |
|
|
2024
Q1 | $222K | Sell |
781
-90
| -10% | -$26.3K | 0.11% | 174 |
|
|
2023
Q4 | $251K | Buy |
+871
| New | +$237K | 0.1% | 187 |
|
|
2023
Q1 | – | Sell |
-799
| Closed | -$210K | – | 238 |
|
|
2022
Q4 | $210K | Buy |
+799
| New | +$214K | 0.08% | 252 |
|
|
2022
Q1 | – | Sell |
-1,450
| Closed | -$326K | – | 353 |
|
|
2021
Q4 | $326K | Sell |
1,450
-266
| -16% | -$56.1K | 0.09% | 244 |
|
|
2021
Q3 | $365K | Buy |
1,716
+307
| +22% | +$70.7K | 0.08% | 250 |
|
|
2021
Q2 | $344K | Sell |
1,409
-150
| -10% | -$36.9K | 0.07% | 267 |
|
|
2021
Q1 | $388K | Sell |
1,559
-20
| -1% | -$4.77K | 0.08% | 231 |
|
|
2020
Q4 | $363K | Sell |
1,579
-126
| -7% | -$29.1K | 0.06% | 223 |
|
|
2020
Q3 | $433K | Buy |
1,705
+315
| +23% | +$78K | 0.09% | 173 |
|
|
2020
Q2 | $328K | Buy |
1,390
+102
| +8% | +$23.3K | 0.07% | 210 |
|
|
2020
Q1 | $261K | Sell |
1,288
-362
| -22% | -$79.1K | 0.06% | 228 |
|
|
2019
Q4 | $398K | Sell |
1,650
-172
| -9% | -$37.9K | 0.08% | 207 |
|
|
2019
Q3 | $353K | Buy |
1,822
+52
| +3% | +$9.98K | 0.08% | 214 |
|
|
2019
Q2 | $326K | Buy |
1,770
+268
| +18% | +$48K | 0.09% | 184 |
|
|
2019
Q1 | $286K | Sell |
1,502
-191
| -11% | -$36.5K | 0.09% | 194 |
|
|
2018
Q4 | $330K | Sell |
1,693
-458
| -21% | -$89.4K | 0.12% | 154 |
|
|
2018
Q3 | $446K | Buy |
2,151
+5
| +0.2% | +$985 | 0.13% | 136 |
|
|
2018
Q2 | $421K | Sell |
2,146
-1,697
| -44% | -$300K | 0.12% | 139 |
|
|
2018
Q1 | $655K | Buy |
3,843
+146
| +4% | +$26.8K | 0.19% | 110 |
|
|
2017
Q4 | $709K | Buy |
+3,697
| New | +$654K | 0.18% | 105 |
|
Other funds holding AMGN
VCM
VPM
Calton & Associates's AMGN Position: Q1 2026 in Review
Calton & Associates reduced its Amgen (AMGN) stake by 5.7% in Q1 2026, selling an estimated $32.4K and leaving 1,507 shares worth $530K. The position accounts for 0.08% of the portfolio, ranked #226.
Calton & Associates first reported a position in AMGN in Q4 2017 and has held it in 28 quarters since. The position peaked at $709K in Q4 2017. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Calton & Associates held 1,507 shares of Amgen worth $530K as of Q1 2026.
- Calton & Associates sold 91 Amgen shares in Q1 2026, an estimated $32.4K.
- Amgen made up 0.08% of Calton & Associates's portfolio in Q1 2026, its #226 holding.
- Calton & Associates first reported a position in Amgen in Q4 2017 and has held it in 28 quarters since.
- Calton & Associates's Amgen position peaked at $709K in Q4 2017.
- 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.