Crescent Grove 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 | $228K | Sell |
647
-150
| -19% | -$53.5K | 0.02% | 271 |
|
|
2025
Q4 | $261K | Sell |
797
-191
| -19% | -$60.6K | 0.02% | 251 |
|
|
2025
Q3 | $279K | Buy |
988
+191
| +24% | +$55.4K | 0.03% | 242 |
|
|
2025
Q2 | $223K | Hold |
797
| – | – | 0.02% | 260 |
|
|
2025
Q1 | $248K | Hold |
797
| – | – | 0.03% | 232 |
|
|
2024
Q4 | $208K | Hold |
797
| – | – | 0.02% | 264 |
|
|
2024
Q3 | $257K | Hold |
797
| – | – | 0.03% | 242 |
|
|
2024
Q2 | $249K | Sell |
797
-2,000
| -72% | -$588K | 0.03% | 237 |
|
|
2024
Q1 | $795K | Hold |
2,797
| – | – | 0.08% | 134 |
|
|
2023
Q4 | $806K | Hold |
2,797
| – | – | 0.09% | 130 |
|
|
2023
Q3 | $752K | Sell |
2,797
-9
| -0.3% | -$2.25K | 0.09% | 129 |
|
|
2023
Q2 | $623K | Buy |
2,806
+30
| +1% | +$6.96K | 0.07% | 150 |
|
|
2023
Q1 | $671K | Hold |
2,776
| – | – | 0.08% | 144 |
|
|
2022
Q4 | $729K | Buy |
2,776
+12
| +0.4% | +$3.22K | 0.08% | 144 |
|
|
2022
Q3 | $623K | Hold |
2,764
| – | – | 0.07% | 138 |
|
|
2022
Q2 | $672K | Sell |
2,764
-220
| -7% | -$53.9K | 0.07% | 140 |
|
|
2022
Q1 | $722K | Sell |
2,984
-12
| -0.4% | -$2.76K | 0.07% | 145 |
|
|
2021
Q4 | $674K | Buy |
2,996
+720
| +32% | +$152K | 0.06% | 146 |
|
|
2021
Q3 | $484K | Buy |
2,276
+394
| +21% | +$90.7K | 0.05% | 159 |
|
|
2021
Q2 | $459K | Buy |
1,882
+12
| +0.6% | +$2.95K | 0.05% | 156 |
|
|
2021
Q1 | $465K | Buy |
1,870
+103
| +6% | +$24.6K | 0.05% | 136 |
|
|
2020
Q4 | $406K | Hold |
1,767
| – | – | 0.05% | 125 |
|
|
2020
Q3 | $449K | Hold |
1,767
| – | – | 0.09% | 105 |
|
|
2020
Q2 | $417K | Hold |
1,767
| – | – | 0.09% | 95 |
|
|
2020
Q1 | $358K | Hold |
1,767
| – | – | 0.08% | 92 |
|
|
2019
Q4 | $426K | Hold |
1,767
| – | – | 0.07% | 103 |
|
|
2019
Q3 | $342K | Hold |
1,767
| – | – | 0.07% | 110 |
|
|
2019
Q2 | $326K | Hold |
1,767
| – | – | 0.06% | 113 |
|
|
2019
Q1 | $336K | Sell |
1,767
-3
| -0.2% | -$573 | 0.07% | 111 |
|
|
2018
Q4 | $345K | Buy |
1,770
+9
| +0.5% | +$1.76K | 0.07% | 110 |
|
|
2018
Q3 | $365K | Hold |
1,761
| – | – | 0.08% | 96 |
|
|
2018
Q2 | $325K | Hold |
1,761
| – | – | 0.08% | 102 |
|
|
2018
Q1 | $300K | Hold |
1,761
| – | – | 0.07% | 105 |
|
|
2017
Q4 | $306K | Hold |
1,761
| – | – | 0.08% | 99 |
|
|
2017
Q3 | $328K | Buy |
1,761
+9
| +0.5% | +$1.59K | 0.08% | 95 |
|
|
2017
Q2 | $302K | Buy |
+1,752
| New | +$285K | 0.09% | 97 |
|
Other funds holding AMGN
VCM
VPM
Crescent Grove Advisors's AMGN Position: Q1 2026 in Review
Crescent Grove Advisors reduced its Amgen (AMGN) stake by 19% in Q1 2026, selling an estimated $53.5K and leaving 647 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #271.
Crescent Grove Advisors first reported a position in AMGN in Q2 2017 and has held it in 36 quarters since. The position peaked at $806K in Q4 2023. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Crescent Grove Advisors held 647 shares of Amgen worth $228K as of Q1 2026.
- Crescent Grove Advisors sold 150 Amgen shares in Q1 2026, an estimated $53.5K.
- Amgen made up 0.02% of Crescent Grove Advisors's portfolio in Q1 2026, its #271 holding.
- Crescent Grove Advisors first reported a position in Amgen in Q2 2017 and has held it in 36 quarters since.
- Crescent Grove Advisors's Amgen position peaked at $806K in Q4 2023.
- 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.