Clearstead 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 | $14.6M | Sell |
40,211
-10,010
| -20% | -$3.43M | 0.14% | 134 |
|
|
2026
Q1 | $17.7M | Buy |
50,221
+14,674
| +41% | +$5.23M | 0.16% | 116 |
|
|
2025
Q4 | $11.6M | Sell |
35,547
-252
| -0.7% | -$79.9K | 0.15% | 125 |
|
|
2025
Q3 | $10.1M | Buy |
35,799
+129
| +0.4% | +$37.4K | 0.13% | 139 |
|
|
2025
Q2 | $9.96M | Buy |
35,670
+1,765
| +5% | +$500K | 0.14% | 133 |
|
|
2025
Q1 | $10.6M | Sell |
33,905
-313
| -0.9% | -$92.4K | 0.16% | 122 |
|
|
2024
Q4 | $8.92M | Sell |
34,218
-1,302
| -4% | -$386K | 0.14% | 135 |
|
|
2024
Q3 | $11.4M | Buy |
35,520
+2,690
| +8% | +$880K | 0.18% | 116 |
|
|
2024
Q2 | $10.3M | Buy |
32,830
+15,570
| +90% | +$4.57M | 0.18% | 120 |
|
|
2024
Q1 | $5.32M | Sell |
17,260
-465
| -3% | -$136K | 0.26% | 75 |
|
|
2023
Q4 | $5.11M | Sell |
17,725
-17,941
| -50% | -$4.89M | 0.27% | 80 |
|
|
2023
Q3 | $9.59M | Buy |
35,666
+18,649
| +110% | +$4.65M | 0.28% | 74 |
|
|
2023
Q2 | $3.78M | Buy |
17,017
+959
| +6% | +$223K | 0.23% | 88 |
|
|
2023
Q1 | $3.88M | Sell |
16,058
-220
| -1% | -$54K | 0.28% | 76 |
|
|
2022
Q4 | $4.28M | Sell |
16,278
-464
| -3% | -$124K | 0.33% | 66 |
|
|
2022
Q3 | $3.77M | Sell |
16,742
-152
| -0.9% | -$36.8K | 0.35% | 61 |
|
|
2022
Q2 | $4.11M | Buy |
16,894
+132
| +0.8% | +$32.3K | 0.32% | 65 |
|
|
2022
Q1 | $4.05M | Buy |
16,762
+1,592
| +10% | +$366K | 0.28% | 74 |
|
|
2021
Q4 | $3.41M | Buy |
15,170
+9
| +0.1% | +$1.9K | 0.23% | 82 |
|
|
2021
Q3 | $3.22M | Buy |
15,161
+183
| +1% | +$42.1K | 0.24% | 85 |
|
|
2021
Q2 | $3.65M | Buy |
14,978
+75
| +0.5% | +$18.4K | 0.28% | 73 |
|
|
2021
Q1 | $3.71M | Buy |
14,903
+2,225
| +18% | +$531K | 0.31% | 64 |
|
|
2020
Q4 | $2.92M | Buy |
12,678
+207
| +2% | +$47.7K | 0.27% | 75 |
|
|
2020
Q3 | $3.17M | Sell |
12,471
-159
| -1% | -$39.4K | 0.34% | 64 |
|
|
2020
Q2 | $2.98M | Buy |
12,630
+118
| +0.9% | +$26.9K | 0.34% | 63 |
|
|
2020
Q1 | $2.54M | Hold |
12,512
| – | – | 0.37% | 57 |
|
|
2019
Q4 | $3.02M | Buy |
12,512
+1,629
| +15% | +$359K | 0.37% | 63 |
|
|
2019
Q3 | $2.11M | Sell |
10,883
-19
| -0.2% | -$3.65K | 0.28% | 74 |
|
|
2019
Q2 | $2.01M | Buy |
10,902
+585
| +6% | +$105K | 0.27% | 79 |
|
|
2019
Q1 | $1.96M | Buy |
10,317
+370
| +4% | +$70.7K | 0.27% | 73 |
|
|
2018
Q4 | $1.94M | Sell |
9,947
-89
| -0.9% | -$17.4K | 0.3% | 67 |
|
|
2018
Q3 | $2.08M | Buy |
10,036
+200
| +2% | +$39.4K | 0.29% | 64 |
|
|
2018
Q2 | $1.82M | Buy |
9,836
+305
| +3% | +$54K | 0.26% | 67 |
|
|
2018
Q1 | $1.63M | Hold |
9,531
| – | – | 0.24% | 73 |
|
|
2017
Q4 | $1.66M | Sell |
9,531
-825
| -8% | -$146K | 0.22% | 77 |
|
|
2017
Q3 | $1.93M | Sell |
10,356
-608
| -6% | -$108K | 0.25% | 72 |
|
|
2017
Q2 | $1.89M | Buy |
10,964
+311
| +3% | +$50.6K | 0.28% | 66 |
|
|
2017
Q1 | $1.75M | Buy |
10,653
+1,414
| +15% | +$235K | 0.25% | 70 |
|
|
2016
Q4 | $1.35M | Buy |
+9,239
| New | +$1.39M | 0.22% | 78 |
|
Other funds holding AMGN
Clearstead Advisors's AMGN Position: Q2 2026 in Review
Clearstead Advisors reduced its Amgen (AMGN) stake by 20% in Q2 2026, selling an estimated $3.43M and leaving 40,211 shares worth $14.6M. The position accounts for 0.14% of the portfolio, ranked #134.
Clearstead Advisors first reported a position in AMGN in Q4 2016 and has held it in 39 quarters since. The position peaked at $17.7M in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Clearstead Advisors held 40,211 shares of Amgen worth $14.6M as of Q2 2026.
- Clearstead Advisors sold 10,010 Amgen shares in Q2 2026, an estimated $3.43M.
- Amgen made up 0.14% of Clearstead Advisors's portfolio in Q2 2026, its #134 holding.
- Clearstead Advisors first reported a position in Amgen in Q4 2016 and has held it in 39 quarters since.
- Clearstead Advisors's Amgen position peaked at $17.7M in Q1 2026.
- 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.