Claro 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 | $1.25M | Buy |
3,557
+359
| +11% | +$128K | 0.15% | 125 |
|
|
2025
Q4 | $1.05M | Buy |
3,198
+26
| +0.8% | +$8.25K | 0.14% | 125 |
|
|
2025
Q3 | $895K | Sell |
3,172
-187
| -6% | -$54.2K | 0.13% | 138 |
|
|
2025
Q2 | $938K | Sell |
3,359
-761
| -18% | -$216K | 0.15% | 124 |
|
|
2025
Q1 | $1.28M | Sell |
4,120
-66
| -2% | -$19.5K | 0.17% | 112 |
|
|
2024
Q4 | $1.09M | Sell |
4,186
-726
| -15% | -$215K | 0.15% | 129 |
|
|
2024
Q3 | $1.58M | Buy |
4,912
+222
| +5% | +$72.6K | 0.2% | 97 |
|
|
2024
Q2 | $1.47M | Sell |
4,690
-1
| -0% | -$294 | 0.23% | 89 |
|
|
2024
Q1 | $1.33M | Buy |
4,691
+2,545
| +119% | +$745K | 0.23% | 93 |
|
|
2023
Q4 | $618K | Sell |
2,146
-376
| -15% | -$102K | 0.13% | 182 |
|
|
2023
Q3 | $678K | Buy |
2,522
+654
| +35% | +$163K | 0.17% | 145 |
|
|
2023
Q2 | $415K | Buy |
1,868
+120
| +7% | +$27.8K | 0.1% | 219 |
|
|
2023
Q1 | $423K | Buy |
1,748
+119
| +7% | +$29.2K | 0.12% | 203 |
|
|
2022
Q4 | $428K | Buy |
1,629
+223
| +16% | +$59.8K | 0.14% | 183 |
|
|
2022
Q3 | $342K | Hold |
1,406
| – | – | 0.14% | 174 |
|
|
2022
Q2 | $342K | Buy |
1,406
+31
| +2% | +$7.6K | 0.14% | 174 |
|
|
2022
Q1 | $309K | Hold |
1,375
| – | – | 0.11% | 190 |
|
|
2021
Q4 | $309K | Buy |
1,375
+315
| +30% | +$66.5K | 0.11% | 190 |
|
|
2021
Q3 | $225K | Buy |
1,060
+1
| +0.1% | +$230 | 0.09% | 217 |
|
|
2021
Q2 | $258K | Buy |
1,059
+30
| +3% | +$7.38K | 0.12% | 186 |
|
|
2021
Q1 | $256K | Sell |
1,029
-35
| -3% | -$8.35K | 0.13% | 176 |
|
|
2020
Q4 | $245K | Sell |
1,064
-66
| -6% | -$15.2K | 0.13% | 175 |
|
|
2020
Q3 | $287K | Sell |
1,130
-8
| -0.7% | -$1.98K | 0.18% | 145 |
|
|
2020
Q2 | $269K | Buy |
1,138
+54
| +5% | +$12.3K | 0.19% | 140 |
|
|
2020
Q1 | $220K | Buy |
1,084
+31
| +3% | +$6.77K | 0.21% | 142 |
|
|
2019
Q4 | $254K | Buy |
1,053
+13
| +1% | +$2.87K | 0.2% | 133 |
|
|
2019
Q3 | $201K | Buy |
+1,040
| New | +$200K | 0.18% | 157 |
|
|
2019
Q2 | – | Sell |
-1,259
| Closed | -$239K | – | 160 |
|
|
2019
Q1 | $239K | Buy |
1,259
+234
| +23% | +$44.7K | 0.24% | 126 |
|
|
2018
Q4 | $213K | Buy |
+1,025
| New | +$200K | 0.17% | 124 |
|
Other funds holding AMGN
VCM
VPM
Claro Advisors's AMGN Position: Q1 2026 in Review
Claro Advisors increased its Amgen (AMGN) stake by 11% in Q1 2026, buying an estimated $128K and bringing the position to 3,557 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #125.
Claro Advisors first reported a position in AMGN in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.58M in Q3 2024. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Claro Advisors held 3,557 shares of Amgen worth $1.25M as of Q1 2026.
- Claro Advisors bought 359 Amgen shares in Q1 2026, an estimated $128K.
- Amgen made up 0.15% of Claro Advisors's portfolio in Q1 2026, its #125 holding.
- Claro Advisors first reported a position in Amgen in Q4 2018 and has held it in 29 quarters since.
- Claro Advisors's Amgen position peaked at $1.58M in Q3 2024.
- 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.