Carson Wealth (CWM LLC)’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 | $55.5M | Sell |
157,671
-6,113
| -4% | -$2.18M | 0.15% | 147 |
|
|
2025
Q4 | $53.6M | Buy |
163,784
+6,643
| +4% | +$2.11M | 0.15% | 134 |
|
|
2025
Q3 | $44.3M | Buy |
157,141
+2,723
| +2% | +$790K | 0.13% | 139 |
|
|
2025
Q2 | $43.1M | Buy |
154,418
+4,306
| +3% | +$1.22M | 0.15% | 126 |
|
|
2025
Q1 | $46.8M | Buy |
150,112
+11,175
| +8% | +$3.3M | 0.19% | 107 |
|
|
2024
Q4 | $36.2M | Buy |
138,937
+9,132
| +7% | +$2.71M | 0.15% | 127 |
|
|
2024
Q3 | $41.8M | Buy |
129,805
+962
| +0.7% | +$315K | 0.18% | 108 |
|
|
2024
Q2 | $40.3M | Buy |
128,843
+2,141
| +2% | +$629K | 0.19% | 110 |
|
|
2024
Q1 | $36M | Buy |
126,702
+3,804
| +3% | +$1.11M | 0.18% | 122 |
|
|
2023
Q4 | $35.4M | Buy |
122,898
+1,627
| +1% | +$443K | 0.19% | 104 |
|
|
2023
Q3 | $32.6M | Buy |
121,271
+1,812
| +2% | +$452K | 0.2% | 104 |
|
|
2023
Q2 | $26.5M | Buy |
119,459
+5,302
| +5% | +$1.23M | 0.16% | 121 |
|
|
2023
Q1 | $27.6M | Buy |
114,157
+6,308
| +6% | +$1.55M | 0.19% | 113 |
|
|
2022
Q4 | $28.3M | Buy |
107,849
+8,857
| +9% | +$2.37M | 0.21% | 103 |
|
|
2022
Q3 | $22.3M | Buy |
98,992
+3,975
| +4% | +$964K | 0.18% | 116 |
|
|
2022
Q2 | $23.1M | Buy |
95,017
+65,694
| +224% | +$16.1M | 0.18% | 111 |
|
|
2022
Q1 | $7.09M | Buy |
29,323
+2,091
| +8% | +$480K | 0.05% | 255 |
|
|
2021
Q4 | $6.13M | Buy |
+27,232
| New | +$5.75M | 0.04% | 276 |
|
|
2021
Q2 | $1.22M | Hold |
5,014
| – | – | 0.01% | 530 |
|
|
2021
Q1 | $1.22M | Hold |
5,014
| – | – | 0.01% | 530 |
|
|
2020
Q4 | $1.22M | Hold |
5,014
| – | – | 0.01% | 530 |
|
|
2020
Q3 | $1.22M | Hold |
5,014
| – | – | 0.01% | 530 |
|
|
2020
Q2 | $1.22M | Hold |
5,014
| – | – | 0.01% | 530 |
|
|
2020
Q1 | $1.22M | Hold |
5,014
| – | – | 0.01% | 530 |
|
|
2019
Q4 | $1.22M | Hold |
5,014
| – | – | 0.01% | 530 |
|
|
2019
Q3 | $1.22M | Hold |
5,014
| – | – | 0.01% | 530 |
|
|
2019
Q2 | $1.22M | Hold |
5,014
| – | – | 0.01% | 530 |
|
|
2019
Q1 | $1.22M | Buy |
5,014
+2,044
| +69% | +$390K | 0.01% | 530 |
|
|
2018
Q4 | $578K | Buy |
2,970
+588
| +25% | +$115K | 0.01% | 432 |
|
|
2018
Q3 | $494K | Sell |
2,382
-75
| -3% | -$14.8K | 0.01% | 388 |
|
|
2018
Q2 | $453K | Buy |
2,457
+452
| +23% | +$80K | 0.01% | 344 |
|
|
2018
Q1 | $342K | Sell |
2,005
-289
| -13% | -$53K | 0.01% | 316 |
|
|
2017
Q4 | $399K | Sell |
2,294
-206
| -8% | -$36.5K | 0.02% | 280 |
|
|
2017
Q3 | $466K | Sell |
2,500
-12,000
| -83% | -$2.13M | 0.02% | 256 |
|
|
2017
Q2 | $2.5M | Sell |
14,500
-1,738
| -11% | -$283K | 0.13% | 128 |
|
|
2017
Q1 | $2.66M | Sell |
16,238
-274
| -2% | -$45.5K | 0.15% | 125 |
|
|
2016
Q4 | $2.41M | Sell |
16,512
-772
| -4% | -$116K | 0.15% | 136 |
|
|
2016
Q3 | $2.88M | Sell |
17,284
-1,558
| -8% | -$263K | 0.2% | 129 |
|
|
2016
Q2 | $2.87M | Sell |
18,842
-950
| -5% | -$148K | 0.21% | 129 |
|
|
2016
Q1 | $2.97M | Sell |
19,792
-887
| -4% | -$132K | 0.26% | 115 |
|
|
2015
Q4 | $3.36M | Sell |
20,679
-1,907
| -8% | -$300K | 0.33% | 100 |
|
|
2015
Q3 | $3.12M | Sell |
22,586
-64,550
| -74% | -$10.2M | 0.31% | 107 |
|
|
2015
Q2 | $13.4M | Buy |
87,136
+674
| +0.8% | +$108K | 1.28% | 18 |
|
|
2015
Q1 | $13.8M | Sell |
86,462
-10,705
| -11% | -$1.69M | 1.4% | 14 |
|
|
2014
Q4 | $15.5M | Sell |
97,167
-863
| -0.9% | -$134K | 1.88% | 7 |
|
|
2014
Q3 | $13.8M | Buy |
98,030
+5,535
| +6% | +$723K | 2% | 6 |
|
|
2014
Q2 | $10.9M | Buy |
92,495
+13,899
| +18% | +$1.61M | 1.96% | 11 |
|
|
2014
Q1 | $9.69M | Buy |
78,596
+9,268
| +13% | +$1.12M | 1.32% | 22 |
|
|
2013
Q4 | $7.92M | Sell |
69,328
-685
| -1% | -$77.9K | 1.24% | 21 |
|
|
2013
Q3 | $7.84M | Buy |
+70,013
| New | +$7.59M | 2.06% | 9 |
|
Other funds holding AMGN
VCM
VPM
Carson Wealth (CWM LLC)'s AMGN Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Amgen (AMGN) stake by 3.7% in Q1 2026, selling an estimated $2.18M and leaving 157,671 shares worth $55.5M. The position accounts for 0.15% of the portfolio, ranked #147.
Carson Wealth (CWM LLC) first reported a position in AMGN in Q3 2013 and has held it in 50 quarters since. 3,133 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Carson Wealth (CWM LLC) held 157,671 shares of Amgen worth $55.5M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 6,113 Amgen shares in Q1 2026, an estimated $2.18M.
- Amgen made up 0.15% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #147 holding.
- Carson Wealth (CWM LLC) first reported a position in Amgen in Q3 2013 and has held it in 50 quarters since.
- 3,133 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.