Ellevest Inc’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 | $1.07M | Buy |
2,956
+226
| +8% | +$77.4K | 0.13% | 115 |
|
|
2026
Q1 | $961K | Buy |
2,730
+805
| +42% | +$287K | 0.13% | 105 |
|
|
2025
Q4 | $630K | Buy |
1,925
+187
| +11% | +$59.3K | 0.09% | 165 |
|
|
2025
Q3 | $490K | Sell |
1,738
-328
| -16% | -$95.1K | 0.07% | 226 |
|
|
2025
Q2 | $577K | Sell |
2,066
-660
| -24% | -$187K | 0.09% | 166 |
|
|
2025
Q1 | $849K | Sell |
2,726
-976
| -26% | -$288K | 0.06% | 119 |
|
|
2024
Q4 | $965K | Sell |
3,702
-387
| -9% | -$115K | 0.06% | 105 |
|
|
2024
Q3 | $1.32M | Sell |
4,089
-14
| -0.3% | -$4.58K | 0.07% | 82 |
|
|
2024
Q2 | $1.28M | Buy |
4,103
+245
| +6% | +$72K | 0.08% | 75 |
|
|
2024
Q1 | $1.1M | Buy |
3,858
+31
| +0.8% | +$9.07K | 0.07% | 87 |
|
|
2023
Q4 | $1.1M | Sell |
3,827
-39
| -1% | -$10.6K | 0.08% | 76 |
|
|
2023
Q3 | $1.04M | Buy |
3,866
+444
| +13% | +$111K | 0.08% | 66 |
|
|
2023
Q2 | $760K | Sell |
3,422
-247
| -7% | -$57.3K | 0.06% | 89 |
|
|
2023
Q1 | $887K | Sell |
3,669
-89
| -2% | -$21.8K | 0.07% | 67 |
|
|
2022
Q4 | $987K | Buy |
3,758
+252
| +7% | +$67.6K | 0.08% | 56 |
|
|
2022
Q3 | $790K | Sell |
3,506
-491
| -12% | -$119K | 0.07% | 61 |
|
|
2022
Q2 | $972K | Buy |
3,997
+279
| +8% | +$68.4K | 0.09% | 54 |
|
|
2022
Q1 | $899K | Buy |
3,718
+730
| +24% | +$168K | 0.08% | 61 |
|
|
2021
Q4 | $672K | Buy |
2,988
+487
| +19% | +$103K | 0.06% | 76 |
|
|
2021
Q3 | $532K | Sell |
2,501
-68
| -3% | -$15.7K | 0.05% | 87 |
|
|
2021
Q2 | $626K | Buy |
2,569
+216
| +9% | +$53.1K | 0.06% | 68 |
|
|
2021
Q1 | $585K | Buy |
2,353
+316
| +16% | +$75.4K | 0.07% | 76 |
|
|
2020
Q4 | $468K | Sell |
2,037
-202
| -9% | -$46.6K | 0.07% | 70 |
|
|
2020
Q3 | $569K | Buy |
2,239
+121
| +6% | +$30K | 0.1% | 50 |
|
|
2020
Q2 | $500K | Buy |
2,118
+181
| +9% | +$41.3K | 0.11% | 48 |
|
|
2020
Q1 | $393K | Buy |
1,937
+1,609
| +491% | +$351K | 0.11% | 42 |
|
|
2019
Q4 | $79K | Buy |
328
+294
| +865% | +$64.8K | 0.02% | 125 |
|
|
2019
Q3 | $7K | Buy |
+34
| New | +$6.53K | ﹤0.01% | 246 |
|
|
2019
Q2 | – | Sell |
-41
| Closed | -$8K | – | 389 |
|
|
2019
Q1 | $8K | Buy |
+41
| New | +$7.83K | ﹤0.01% | 201 |
|
Other funds holding AMGN
Ellevest Inc's AMGN Position: Q2 2026 in Review
Ellevest Inc increased its Amgen (AMGN) stake by 8.3% in Q2 2026, buying an estimated $77.4K and bringing the position to 2,956 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #115.
Ellevest Inc first reported a position in AMGN in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.32M in Q3 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Ellevest Inc held 2,956 shares of Amgen worth $1.07M as of Q2 2026.
- Ellevest Inc bought 226 Amgen shares in Q2 2026, an estimated $77.4K.
- Amgen made up 0.13% of Ellevest Inc's portfolio in Q2 2026, its #115 holding.
- Ellevest Inc first reported a position in Amgen in Q1 2019 and has held it in 29 quarters since.
- Ellevest Inc's Amgen position peaked at $1.32M in Q3 2024.
- 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.