Capital Advantage’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 | $896K | Sell |
2,474
-440
| -15% | -$151K | 0.11% | 77 |
|
|
2026
Q1 | $1.03M | Sell |
2,914
-41
| -1% | -$14.6K | 0.13% | 66 |
|
|
2025
Q4 | $967K | Sell |
2,955
-74
| -2% | -$23.5K | 0.13% | 67 |
|
|
2025
Q3 | $855K | Sell |
3,029
-18
| -0.6% | -$5.22K | 0.13% | 70 |
|
|
2025
Q2 | $851K | Sell |
3,047
-47
| -2% | -$13.3K | 0.13% | 68 |
|
|
2025
Q1 | $806K | Hold |
3,094
| – | – | 0.15% | 63 |
|
|
2024
Q4 | $806K | Buy |
+3,094
| New | +$918K | 0.15% | 63 |
|
|
2021
Q2 | – | Sell |
-2,963
| Closed | -$737K | – | 51 |
|
|
2021
Q1 | $737K | Buy |
2,963
+282
| +11% | +$67.3K | 0.2% | 44 |
|
|
2020
Q4 | $611K | Buy |
2,681
+141
| +6% | +$32.5K | 0.18% | 44 |
|
|
2020
Q3 | $655K | Sell |
2,540
-49
| -2% | -$12.1K | 0.22% | 41 |
|
|
2020
Q2 | $611K | Buy |
2,589
+62
| +2% | +$14.1K | 0.22% | 44 |
|
|
2020
Q1 | $594K | Buy |
2,527
+118
| +5% | +$25.8K | 0.23% | 40 |
|
|
2019
Q4 | $543K | Sell |
2,409
-139
| -5% | -$30.6K | 0.17% | 49 |
|
|
2019
Q3 | $493K | Buy |
+2,548
| New | +$489K | 0.17% | 45 |
|
|
2019
Q1 | $396K | Buy |
2,087
+87
| +4% | +$16.6K | 0.14% | 52 |
|
|
2018
Q4 | $389K | Buy |
2,000
+8
| +0.4% | +$1.56K | 0.15% | 46 |
|
|
2018
Q3 | $413K | Sell |
1,992
-59
| -3% | -$11.6K | 0.09% | 50 |
|
|
2018
Q2 | $379K | Sell |
2,051
-46
| -2% | -$8.14K | 0.09% | 55 |
|
|
2018
Q1 | $357K | Buy |
2,097
+27
| +1% | +$4.96K | 0.09% | 53 |
|
|
2017
Q4 | $360K | Sell |
2,070
-77
| -4% | -$13.6K | 0.09% | 55 |
|
|
2017
Q3 | $400K | Buy |
2,147
+11
| +0.5% | +$1.95K | 0.1% | 49 |
|
|
2017
Q2 | $368K | Buy |
2,136
+3
| +0.1% | +$488 | 0.1% | 54 |
|
|
2017
Q1 | $350K | Buy |
2,133
+122
| +6% | +$20.3K | 0.1% | 58 |
|
|
2016
Q4 | $294K | Buy |
2,011
+129
| +7% | +$19.4K | 0.09% | 62 |
|
|
2016
Q3 | $314K | Buy |
1,882
+2
| +0.1% | +$338 | 0.09% | 57 |
|
|
2016
Q2 | $286K | Sell |
1,880
-379
| -17% | -$58.9K | 0.08% | 60 |
|
|
2016
Q1 | $339K | Buy |
2,259
+36
| +2% | +$5.35K | 0.12% | 55 |
|
|
2015
Q4 | $361K | Buy |
2,223
+244
| +12% | +$38.4K | 0.12% | 55 |
|
|
2015
Q3 | $274K | Sell |
1,979
-78
| -4% | -$12.3K | 0.11% | 57 |
|
|
2015
Q2 | $316K | Buy |
2,057
+1
| +0% | +$160 | 0.12% | 52 |
|
|
2015
Q1 | $329K | Buy |
2,056
+1
| +0% | +$157 | 0.14% | 48 |
|
|
2014
Q4 | $327K | Buy |
2,055
+1
| +0% | +$156 | 0.13% | 47 |
|
|
2014
Q3 | $288K | Buy |
2,054
+1
| +0% | +$131 | 0.15% | 41 |
|
|
2014
Q2 | $243K | Buy |
2,053
+2
| +0.1% | +$232 | 0.13% | 45 |
|
|
2014
Q1 | $253K | Buy |
2,051
+1
| +0% | +$121 | 0.18% | 37 |
|
|
2013
Q4 | $234K | Buy |
+2,050
| New | +$233K | 0.16% | 37 |
|
Other funds holding AMGN
Capital Advantage's AMGN Position: Q2 2026 in Review
Capital Advantage reduced its Amgen (AMGN) stake by 15% in Q2 2026, selling an estimated $151K and leaving 2,474 shares worth $896K. The position accounts for 0.11% of the portfolio, ranked #77.
Capital Advantage first reported a position in AMGN in Q4 2013 and has held it in 36 quarters since. The position peaked at $1.03M in Q1 2026. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Capital Advantage held 2,474 shares of Amgen worth $896K as of Q2 2026.
- Capital Advantage sold 440 Amgen shares in Q2 2026, an estimated $151K.
- Amgen made up 0.11% of Capital Advantage's portfolio in Q2 2026, its #77 holding.
- Capital Advantage first reported a position in Amgen in Q4 2013 and has held it in 36 quarters since.
- Capital Advantage's Amgen position peaked at $1.03M in Q1 2026.
- 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.