Elevated Capital Advisors
AMGN icon

Elevated Capital Advisors’s Amgen AMGN Stock Holding History

Elevated Capital Advisors’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$276K Sell
654
-1,211
-65% -$483K 0.09% 135
2026
Q2 		$675K Sell
1,865
-1,095
-37% -$375K 0.19% 100
2026
Q1 		$1.04M Buy
2,960
+1,761
+147% +$628K 0.26% 93
2025
Q4 		$392K Sell
1,199
-208
-15% -$66K 0.09% 217
2025
Q3 		$397K Sell
1,407
-164
-10% -$47.6K 0.1% 218
2025
Q2 		$489K Hold
1,571
– – 0.14% 192
2025
Q1 		$489K Sell
1,571
-93
-6% -$27.5K 0.14% 192
2024
Q4 		$434K Buy
1,664
+125
+8% +$37.1K 0.12% 205
2024
Q3 		$496K Buy
1,539
+38
+3% +$12.4K 0.13% 202
2024
Q2 		$469K Buy
1,501
+173
+13% +$50.8K 0.13% 179
2024
Q1 		$378K Buy
1,328
+98
+8% +$28.7K 0.11% 148
2023
Q4 		$354K Buy
1,230
+114
+10% +$31.1K 0.11% 148
2023
Q3 		$300K Sell
1,116
-20
-2% -$4.99K 0.1% 151
2023
Q2 		$252K Buy
1,136
+134
+13% +$31.1K 0.08% 166
2023
Q1 		$242K Buy
1,002
+56
+6% +$13.7K 0.09% 160
2022
Q4 		$248K Buy
+946
New +$254K 0.09% 146
2019
Q4 		$251K Buy
+1,041
New +$229K 0.28% 98
2019
Q1 		$576K Buy
+2,598
New +$496K 0.38% 95

Other funds holding AMGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Elevated Capital Advisors's AMGN Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Amgen (AMGN) stake by 65% in Q3 2026, selling an estimated $483K and leaving 654 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #135.

Elevated Capital Advisors first reported a position in AMGN in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.04M in Q1 2026. 2,024 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Elevated Capital Advisors held 654 shares of Amgen worth $276K as of Q3 2026.
  • Elevated Capital Advisors sold 1,211 Amgen shares in Q3 2026, an estimated $483K.
  • Amgen made up 0.09% of Elevated Capital Advisors's portfolio in Q3 2026, its #135 holding.
  • Elevated Capital Advisors first reported a position in Amgen in Q1 2019 and has held it in 18 quarters since.
  • Elevated Capital Advisors's Amgen position peaked at $1.04M in Q1 2026.
  • 2,024 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.