Cypress Wealth Services’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
$766K Sell
2,114
-130
-6% -$44.5K 0.09% 164
2026
Q1
$790K Sell
2,244
-1,410
-39% -$503K 0.11% 147
2025
Q4
$1.2M Buy
3,654
+656
+22% +$208K 0.17% 105
2025
Q3
$846K Buy
2,998
+4
+0.1% +$1.16K 0.14% 121
2025
Q2
$836K Buy
2,994
+43
+1% +$12.2K 0.15% 117
2025
Q1
$920K Buy
2,951
+29
+1% +$8.56K 0.19% 95
2024
Q4
$762K Sell
2,922
-199
-6% -$59K 0.15% 106
2024
Q3
$1.01M Buy
3,121
+49
+2% +$16K 0.21% 82
2024
Q2
$960K Buy
3,072
+30
+1% +$8.81K 0.21% 78
2024
Q1
$865K Buy
3,042
+228
+8% +$66.7K 0.2% 90
2023
Q4
$810K Sell
2,814
-18
-0.6% -$4.9K 0.2% 87
2023
Q3
$761K Hold
2,832
0.21% 93
2023
Q2
$645K Buy
2,832
+189
+7% +$43.9K 0.17% 104
2023
Q1
$639K Sell
2,643
-1,720
-39% -$422K 0.19% 96
2022
Q4
$1.15M Buy
4,363
+45
+1% +$12.1K 0.37% 68
2022
Q3
$989K Buy
4,318
+18
+0.4% +$4.36K 0.34% 71
2022
Q2
$1.05M Buy
4,300
+200
+5% +$49K 0.33% 67
2022
Q1
$991K Buy
4,100
+201
+5% +$46.2K 0.27% 70
2021
Q4
$877K Buy
3,899
+128
+3% +$27K 0.24% 76
2021
Q3
$802K Sell
3,771
-1,945
-34% -$448K 0.24% 75
2021
Q2
$1.39M Sell
5,716
-157
-3% -$38.6K 0.38% 57
2021
Q1
$1.46M Buy
5,873
+33
+0.6% +$7.87K 0.31% 73
2020
Q4
$1.34M Buy
+5,840
New +$1.35M 0.3% 67
2020
Q3
Sell
-5,996
Closed -$1.49M 276
2020
Q2
$1.41M Buy
5,996
+148
+3% +$33.8K 0.34% 71
2020
Q1
$1.19M Sell
5,848
-183
-3% -$40K 0.35% 79
2019
Q4
$1.45M Sell
6,031
-803
-12% -$177K 0.37% 81
2019
Q3
$1.32M Sell
6,834
-15
-0.2% -$2.88K 0.36% 86
2019
Q2
$1.26M Buy
6,849
+105
+2% +$18.8K 0.36% 85
2019
Q1
$1.28M Buy
6,744
+3,338
+98% +$637K 0.41% 75
2018
Q4
$663K Sell
3,406
-533
-14% -$104K 0.26% 94
2018
Q3
$817K Buy
3,939
+73
+2% +$14.4K 0.29% 91
2018
Q2
$714K Buy
3,866
+1,478
+62% +$261K 0.27% 93
2018
Q1
$407K Sell
2,388
-316
-12% -$58K 0.17% 117
2017
Q4
$470K Buy
+2,704
New +$479K 0.2% 114

Other funds holding AMGN

Cypress Wealth Services's AMGN Position: Q2 2026 in Review

Cypress Wealth Services reduced its Amgen (AMGN) stake by 5.8% in Q2 2026, selling an estimated $44.5K and leaving 2,114 shares worth $766K. The position accounts for 0.09% of the portfolio, ranked #164.

Cypress Wealth Services first reported a position in AMGN in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.46M in Q1 2021. 1,458 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Cypress Wealth Services held 2,114 shares of Amgen worth $766K as of Q2 2026.
  • Cypress Wealth Services sold 130 Amgen shares in Q2 2026, an estimated $44.5K.
  • Amgen made up 0.09% of Cypress Wealth Services's portfolio in Q2 2026, its #164 holding.
  • Cypress Wealth Services first reported a position in Amgen in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Amgen position peaked at $1.46M in Q1 2021.
  • 1,458 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.