EP Wealth 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
Q2 | $25.5M | Buy |
70,291
+22,283
| +46% | +$7.63M | 0.1% | 149 |
|
|
2026
Q1 | $16.9M | Buy |
48,008
+1,054
| +2% | +$376K | 0.08% | 157 |
|
|
2025
Q4 | $15.4M | Buy |
+46,954
| New | +$14.9M | 0.08% | 157 |
|
|
2025
Q2 | $12M | Buy |
43,097
+3,274
| +8% | +$928K | 0.08% | 169 |
|
|
2025
Q1 | $12.4M | Buy |
39,823
+8,317
| +26% | +$2.46M | 0.1% | 138 |
|
|
2024
Q4 | $8.21M | Sell |
31,506
-1,346
| -4% | -$399K | 0.07% | 161 |
|
|
2024
Q3 | $10.6M | Buy |
32,852
+3,024
| +10% | +$989K | 0.09% | 139 |
|
|
2024
Q2 | $9.32M | Buy |
29,828
+6,059
| +25% | +$1.78M | 0.1% | 125 |
|
|
2024
Q1 | $6.76M | Buy |
23,769
+2,353
| +11% | +$689K | 0.08% | 145 |
|
|
2023
Q4 | $6.17M | Sell |
21,416
-2,496
| -10% | -$680K | 0.08% | 140 |
|
|
2023
Q3 | $6.43M | Buy |
23,912
+3,944
| +20% | +$984K | 0.1% | 129 |
|
|
2023
Q2 | $4.62M | Hold |
19,968
| – | – | 0.07% | 156 |
|
|
2023
Q1 | $4.83M | Sell |
19,968
-7,316
| -27% | -$1.8M | 0.08% | 138 |
|
|
2022
Q4 | $7.17M | Sell |
27,284
-1,491
| -5% | -$400K | 0.13% | 108 |
|
|
2022
Q3 | $6.49M | Buy |
28,775
+8,170
| +40% | +$1.98M | 0.15% | 101 |
|
|
2022
Q2 | $5.01M | Buy |
20,605
+73
| +0.4% | +$17.9K | 0.11% | 108 |
|
|
2022
Q1 | $4.96M | Sell |
20,532
-170
| -0.8% | -$39.1K | 0.11% | 112 |
|
|
2021
Q4 | $4.66M | Buy |
20,702
+758
| +4% | +$160K | 0.11% | 108 |
|
|
2021
Q3 | $4.24M | Buy |
19,944
+313
| +2% | +$72K | 0.12% | 101 |
|
|
2021
Q2 | $4.79M | Sell |
19,631
-637
| -3% | -$157K | 0.13% | 103 |
|
|
2021
Q1 | $5.04M | Sell |
20,268
-835
| -4% | -$199K | 0.16% | 94 |
|
|
2020
Q4 | $4.85M | Buy |
21,103
+533
| +3% | +$123K | 0.17% | 75 |
|
|
2020
Q3 | $5.23M | Sell |
20,570
-1,821
| -8% | -$451K | 0.22% | 62 |
|
|
2020
Q2 | $5.28M | Buy |
22,391
+4,081
| +22% | +$931K | 0.23% | 70 |
|
|
2020
Q1 | $3.71M | Buy |
18,310
+3,006
| +20% | +$657K | 0.18% | 85 |
|
|
2019
Q4 | $3.69M | Buy |
15,304
+2,296
| +18% | +$506K | 0.15% | 95 |
|
|
2019
Q3 | $2.52M | Buy |
+13,008
| New | +$2.5M | 0.12% | 94 |
|
|
2019
Q2 | – | Sell |
-13,598
| Closed | -$2.58M | – | 315 |
|
|
2019
Q1 | $2.58M | Buy |
13,598
+998
| +8% | +$191K | 0.25% | 65 |
|
|
2018
Q4 | $2.45M | Buy |
12,600
+1,470
| +13% | +$287K | 0.19% | 75 |
|
|
2018
Q3 | $2.31M | Buy |
11,130
+5,467
| +97% | +$1.08M | 0.18% | 69 |
|
|
2018
Q2 | $1.04M | Sell |
5,663
-759
| -12% | -$134K | 0.1% | 82 |
|
|
2018
Q1 | $1.09M | Buy |
6,422
+413
| +7% | +$75.8K | 0.11% | 91 |
|
|
2017
Q4 | $1.04M | Sell |
6,009
-55,907
| -90% | -$9.89M | 0.11% | 79 |
|
|
2017
Q3 | $11.5M | Buy |
61,916
+2,515
| +4% | +$446K | 1.33% | 22 |
|
|
2017
Q2 | $10.2M | Buy |
59,401
+2,613
| +5% | +$425K | 1.25% | 23 |
|
|
2017
Q1 | $9.32M | Buy |
56,788
+4,725
| +9% | +$785K | 1.29% | 23 |
|
|
2016
Q4 | $6.9M | Sell |
52,063
-6,625
| -11% | -$997K | 1.01% | 28 |
|
|
2016
Q3 | $9.79M | Sell |
58,688
-315
| -0.5% | -$53.3K | 1.53% | 18 |
|
|
2016
Q2 | $8.98M | Buy |
59,003
+43,968
| +292% | +$6.84M | 1.43% | 23 |
|
|
2016
Q1 | $2.25M | Buy |
15,035
+1,410
| +10% | +$209K | 0.35% | 44 |
|
|
2015
Q4 | $2.21M | Buy |
13,625
+88
| +0.7% | +$13.8K | 0.37% | 51 |
|
|
2015
Q3 | $1.87M | Sell |
13,537
-59
| -0.4% | -$9.3K | 0.36% | 44 |
|
|
2015
Q2 | $2.09M | Buy |
13,596
+226
| +2% | +$36.2K | 0.39% | 39 |
|
|
2015
Q1 | $2.14M | Sell |
13,370
-534
| -4% | -$84.1K | 0.4% | 43 |
|
|
2014
Q4 | $2.21M | Buy |
13,904
+1,431
| +11% | +$223K | 0.37% | 53 |
|
|
2014
Q3 | $1.75M | Sell |
12,473
-97
| -0.8% | -$12.7K | 0.28% | 43 |
|
|
2014
Q2 | $1.49M | Sell |
12,570
-148
| -1% | -$17.1K | 0.35% | 40 |
|
|
2014
Q1 | $1.57M | Buy |
12,718
+211
| +2% | +$25.6K | 0.43% | 36 |
|
|
2013
Q4 | $1.43M | Sell |
12,507
-99
| -0.8% | -$11.3K | 0.37% | 43 |
|
|
2013
Q3 | $1.41M | Sell |
12,606
-399
| -3% | -$43.3K | 0.44% | 38 |
|
|
2013
Q2 | $1.28M | Buy |
+13,005
| New | +$1.35M | 0.46% | 35 |
|
Other funds holding AMGN
EP Wealth Advisors's AMGN Position: Q2 2026 in Review
EP Wealth Advisors increased its Amgen (AMGN) stake by 46% in Q2 2026, buying an estimated $7.63M and bringing the position to 70,291 shares worth $25.5M. The position accounts for 0.1% of the portfolio, ranked #149.
EP Wealth Advisors first reported a position in AMGN in Q2 2013 and has held it in 51 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- EP Wealth Advisors held 70,291 shares of Amgen worth $25.5M as of Q2 2026.
- EP Wealth Advisors bought 22,283 Amgen shares in Q2 2026, an estimated $7.63M.
- Amgen made up 0.1% of EP Wealth Advisors's portfolio in Q2 2026, its #149 holding.
- EP Wealth Advisors first reported a position in Amgen in Q2 2013 and has held it in 51 quarters since.
- 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.