Creative Planning’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 | $86.9M | Buy |
246,914
+23,462
| +10% | +$8.36M | 0.06% | 144 |
|
|
2025
Q4 | $73.1M | Buy |
223,452
+19,897
| +10% | +$6.31M | 0.05% | 155 |
|
|
2025
Q3 | $57.4M | Sell |
203,555
-11,231
| -5% | -$3.26M | 0.04% | 167 |
|
|
2025
Q2 | $60M | Sell |
214,786
-7,253
| -3% | -$2.05M | 0.05% | 147 |
|
|
2025
Q1 | $69.2M | Buy |
222,039
+23,485
| +12% | +$6.94M | 0.07% | 123 |
|
|
2024
Q4 | $51.8M | Buy |
198,554
+1,097
| +0.6% | +$325K | 0.05% | 143 |
|
|
2024
Q3 | $63.4M | Buy |
197,457
+14,864
| +8% | +$4.86M | 0.06% | 119 |
|
|
2024
Q2 | $57.1M | Buy |
182,593
+14,082
| +8% | +$4.14M | 0.06% | 119 |
|
|
2024
Q1 | $47.9M | Buy |
168,511
+6,082
| +4% | +$1.78M | 0.05% | 137 |
|
|
2023
Q4 | $46.8M | Buy |
162,429
+4,020
| +3% | +$1.1M | 0.09% | 128 |
|
|
2023
Q3 | $42.6M | Buy |
158,409
+15,216
| +11% | +$3.8M | 0.06% | 139 |
|
|
2023
Q2 | $31.8M | Buy |
143,193
+3,660
| +3% | +$849K | 0.04% | 164 |
|
|
2023
Q1 | $33.7M | Sell |
139,533
-2,053
| -1% | -$504K | 0.05% | 151 |
|
|
2022
Q4 | $37.2M | Buy |
141,586
+11,797
| +9% | +$3.16M | 0.06% | 134 |
|
|
2022
Q3 | $29.3M | Sell |
129,789
-7,759
| -6% | -$1.88M | 0.05% | 141 |
|
|
2022
Q2 | $33.5M | Buy |
137,548
+27,384
| +25% | +$6.71M | 0.06% | 137 |
|
|
2022
Q1 | $26.6M | Sell |
110,164
-998
| -0.9% | -$229K | 0.04% | 167 |
|
|
2021
Q4 | $25M | Sell |
111,162
-3,803
| -3% | -$803K | 0.04% | 160 |
|
|
2021
Q3 | $24.4M | Sell |
114,965
-2,580
| -2% | -$594K | 0.04% | 158 |
|
|
2021
Q2 | $28.7M | Buy |
117,545
+6,764
| +6% | +$1.66M | 0.05% | 136 |
|
|
2021
Q1 | $27.6M | Buy |
110,781
+2,456
| +2% | +$586K | 0.06% | 133 |
|
|
2020
Q4 | $24.9M | Sell |
108,325
-213
| -0.2% | -$49.1K | 0.05% | 140 |
|
|
2020
Q3 | $27.6M | Buy |
108,538
+8,347
| +8% | +$2.07M | 0.07% | 108 |
|
|
2020
Q2 | $23.6M | Sell |
100,191
-2,887
| -3% | -$659K | 0.07% | 106 |
|
|
2020
Q1 | $20.9M | Sell |
103,078
-3,107
| -3% | -$679K | 0.07% | 107 |
|
|
2019
Q4 | $25.6M | Buy |
106,185
+3,649
| +4% | +$804K | 0.08% | 103 |
|
|
2019
Q3 | $19.8M | Sell |
102,536
-1,933
| -2% | -$371K | 0.06% | 120 |
|
|
2019
Q2 | $19.3M | Buy |
104,469
+5,351
| +5% | +$958K | 0.06% | 119 |
|
|
2019
Q1 | $18.8M | Sell |
99,118
-575
| -0.6% | -$110K | 0.07% | 109 |
|
|
2018
Q4 | $19.4M | Buy |
99,693
+2,415
| +2% | +$471K | 0.08% | 96 |
|
|
2018
Q3 | $20.2M | Buy |
97,278
+4,257
| +5% | +$839K | 0.07% | 99 |
|
|
2018
Q2 | $17.2M | Buy |
93,021
+4,727
| +5% | +$836K | 0.07% | 103 |
|
|
2018
Q1 | $15.1M | Sell |
88,294
-8,013
| -8% | -$1.47M | 0.06% | 112 |
|
|
2017
Q4 | $16.7M | Buy |
96,307
+8,391
| +10% | +$1.48M | 0.07% | 105 |
|
|
2017
Q3 | $16.4M | Sell |
87,916
-2,490
| -3% | -$441K | 0.08% | 107 |
|
|
2017
Q2 | $15.6M | Buy |
90,406
+22,280
| +33% | +$3.62M | 0.08% | 103 |
|
|
2017
Q1 | $11.2M | Sell |
68,126
-16,207
| -19% | -$2.69M | 0.06% | 115 |
|
|
2016
Q4 | $12.3M | Buy |
84,333
+9,139
| +12% | +$1.38M | 0.08% | 105 |
|
|
2016
Q3 | $12.5M | Buy |
75,194
+8,019
| +12% | +$1.36M | 0.08% | 106 |
|
|
2016
Q2 | $10.2M | Buy |
67,175
+3,503
| +6% | +$545K | 0.07% | 106 |
|
|
2016
Q1 | $9.55M | Buy |
63,672
+1,125
| +2% | +$167K | 0.07% | 101 |
|
|
2015
Q4 | $10.2M | Buy |
62,547
+3,254
| +5% | +$511K | 0.08% | 102 |
|
|
2015
Q3 | $8.2M | Buy |
59,293
+2,079
| +4% | +$328K | 0.07% | 113 |
|
|
2015
Q2 | $8.78M | Buy |
57,214
+273
| +0.5% | +$43.7K | 0.08% | 105 |
|
|
2015
Q1 | $9.1M | Buy |
56,941
+887
| +2% | +$140K | 0.09% | 98 |
|
|
2014
Q4 | $8.93M | Buy |
56,054
+8,538
| +18% | +$1.33M | 0.09% | 103 |
|
|
2014
Q3 | $6.67M | Buy |
47,516
+4,720
| +11% | +$616K | 0.08% | 112 |
|
|
2014
Q2 | $5.07M | Sell |
42,796
-35,894
| -46% | -$4.16M | 0.07% | 122 |
|
|
2014
Q1 | $9.71M | Sell |
78,690
-61,800
| -44% | -$7.5M | 0.15% | 71 |
|
|
2013
Q4 | $16M | Sell |
140,490
-8,634
| -6% | -$982K | 0.27% | 45 |
|
|
2013
Q3 | $16.7M | Buy |
149,124
+107,529
| +259% | +$11.7M | 0.33% | 35 |
|
|
2013
Q2 | $4.1M | Buy |
+41,595
| New | +$4.32M | 0.1% | 87 |
|
Other funds holding AMGN
VCM
VPM
Creative Planning's AMGN Position: Q1 2026 in Review
Creative Planning increased its Amgen (AMGN) stake by 10% in Q1 2026, buying an estimated $8.36M and bringing the position to 246,914 shares worth $86.9M. The position accounts for 0.06% of the portfolio, ranked #144.
Creative Planning first reported a position in AMGN in Q2 2013 and has held it in 52 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Creative Planning held 246,914 shares of Amgen worth $86.9M as of Q1 2026.
- Creative Planning bought 23,462 Amgen shares in Q1 2026, an estimated $8.36M.
- Amgen made up 0.06% of Creative Planning's portfolio in Q1 2026, its #144 holding.
- Creative Planning first reported a position in Amgen in Q2 2013 and has held it in 52 quarters since.
- 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.