Cerro Pacific Wealth 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
Q2
$1.38M Sell
3,817
-556
-13% -$190K 0.31% 58
2026
Q1
$1.54M Sell
4,373
-217
-5% -$77.4K 0.4% 51
2025
Q4
$1.5M Sell
4,590
-96
-2% -$30.5K 0.41% 53
2025
Q3
$1.32M Sell
4,686
-674
-13% -$195K 0.36% 58
2025
Q2
$1.5M Buy
5,360
+623
+13% +$176K 0.42% 55
2025
Q1
$1.23M Sell
4,737
-134
-3% -$39.6K 0.4% 56
2024
Q4
$1.57M Buy
4,871
+1,391
+40% +$413K 0.52% 53
2024
Q3
$1.09M Buy
3,480
+75
+2% +$24.5K 0.41% 59
2024
Q2
$1.06M Buy
+3,405
New +$1M 0.41% 60
2023
Q1
$650K Buy
2,689
+462
+21% +$113K 0.36% 70
2022
Q4
$585K Sell
2,227
-11
-0.5% -$2.95K 0.31% 84
2022
Q3
$504K Buy
2,238
+136
+6% +$33K 0.31% 84
2022
Q2
$511K Sell
2,102
-325
-13% -$79.6K 0.32% 88
2022
Q1
$587K Buy
2,427
+25
+1% +$5.74K 0.36% 87
2021
Q4
$540K Sell
2,402
-254
-10% -$53.6K 0.34% 84
2021
Q3
$565K Sell
2,656
-1,119
-30% -$258K 0.41% 81
2021
Q2
$920K Buy
+3,775
New +$929K 0.68% 44
2020
Q4
$1.14M Buy
+4,952
New +$1.14M 0.68% 44

Other funds holding AMGN

Cerro Pacific Wealth Advisors's AMGN Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Amgen (AMGN) stake by 13% in Q2 2026, selling an estimated $190K and leaving 3,817 shares worth $1.38M. The position accounts for 0.31% of the portfolio, ranked #58.

Cerro Pacific Wealth Advisors first reported a position in AMGN in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.57M in Q4 2024. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 3,817 shares of Amgen worth $1.38M as of Q2 2026.
  • Cerro Pacific Wealth Advisors sold 556 Amgen shares in Q2 2026, an estimated $190K.
  • Amgen made up 0.31% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Amgen in Q4 2020 and has held it in 18 quarters since.
  • Cerro Pacific Wealth Advisors's Amgen position peaked at $1.57M in Q4 2024.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.