Concurrent Investment 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
Sell
-1,000
Closed -$327K 1935
2025
Q4
$327K Buy
+1,000
New +$317K ﹤0.01% 1337
2025
Q1
Sell
-100
Closed -$26.1K 1239
2024
Q4
$26.1K Hold
100
﹤0.01% 1085
2024
Q3
$32.2K Hold
100
﹤0.01% 1037
2024
Q2
$31.2K Hold
100
﹤0.01% 948
2024
Q1
$28.4K Buy
+100
New +$29.3K ﹤0.01% 883

Other funds holding AMGN

Concurrent Investment Advisors's AMGN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Amgen (AMGN) stake by 20% in Q2 2026, buying an estimated $2.94M and bringing the position to 51,650 shares worth $18.7M. The position accounts for 0.16% of the portfolio, ranked #134.

Concurrent Investment Advisors first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. 1,530 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Concurrent Investment Advisors held 51,650 shares of Amgen worth $18.7M as of Q2 2026.
  • Concurrent Investment Advisors bought 8,590 Amgen shares in Q2 2026, an estimated $2.94M.
  • Amgen made up 0.16% of Concurrent Investment Advisors's portfolio in Q2 2026, its #134 holding.
  • Concurrent Investment Advisors first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.