EFS
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Essex Financial Services’s Amgen AMGN Stock Holding History

Essex Financial Services’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
Q1 		$2.42M Sell
6,864
-115
-2% -$41K 0.14% 153
2025
Q4 		$2.28M Buy
6,979
+1,415
+25% +$449K 0.13% 157
2025
Q3 		$1.57M Sell
5,564
-653
-11% -$189K 0.09% 191
2025
Q2 		$1.74M Buy
6,217
+1,110
+22% +$314K 0.11% 168
2025
Q1 		$1.59M Sell
5,107
-92
-2% -$27.2K 0.11% 166
2024
Q4 		$1.36M Buy
5,199
+321
+7% +$95.2K 0.1% 185
2024
Q3 		$1.56M Sell
4,878
-1,862
-28% -$609K 0.11% 171
2024
Q2 		$2.19M Buy
6,740
+748
+12% +$220K 0.16% 123
2024
Q1 		$1.7M Sell
5,992
-101
-2% -$29.6K 0.16% 134
2023
Q4 		$1.76M Sell
6,093
-163
-3% -$44.4K 0.18% 116
2023
Q3 		$1.68M Sell
6,256
-78
-1% -$19.5K 0.19% 111
2023
Q2 		$1.41M Sell
6,334
-327
-5% -$75.9K 0.16% 130
2023
Q1 		$1.61M Buy
6,661
+330
+5% +$81K 0.17% 126
2022
Q4 		$1.66M Sell
6,331
-37
-0.6% -$9.92K 0.18% 118
2022
Q3 		$1.44M Sell
6,368
-45
-0.7% -$10.9K 0.17% 123
2022
Q2 		$1.56M Sell
6,413
-205
-3% -$50.2K 0.17% 120
2022
Q1 		$1.6M Sell
6,618
-91
-1% -$20.9K 0.15% 136
2021
Q4 		$1.51M Sell
6,709
-591
-8% -$125K 0.15% 149
2021
Q3 		$1.55M Buy
7,300
+4,284
+142% +$986K 0.18% 131
2021
Q2 		$750K Hold
3,016
– – 0.11% 191
2021
Q1 		$750K Sell
3,016
-2,046
-40% -$488K 0.13% 160
2020
Q4 		$1.16M Buy
5,062
+103
+2% +$23.7K 0.23% 106
2020
Q3 		$1.26M Buy
4,959
+115
+2% +$28.5K 0.31% 76
2020
Q2 		$1.14M Sell
4,844
-30
-0.6% -$6.84K 0.35% 75
2020
Q1 		$988K Sell
4,874
-5,106
-51% -$1.12M 0.35% 74
2019
Q4 		$2.41M Buy
9,980
+59
+0.6% +$13K 0.66% 43
2019
Q3 		$1.92M Sell
9,921
-40,328
-80% -$7.74M 0.62% 47
2019
Q2 		$9.26M Buy
50,249
+550
+1% +$98.5K 2.73% 5
2019
Q1 		$9.44M Sell
49,699
-514
-1% -$98.2K 2.85% 5
2018
Q4 		$9.78M Sell
50,213
-785
-2% -$153K 2.99% 5
2018
Q3 		$10.6M Buy
50,998
+3,483
+7% +$686K 2.33% 6
2018
Q2 		$8.77M Buy
47,515
+619
+1% +$109K 2.11% 8
2018
Q1 		$8M Sell
46,896
-5,450
-10% -$1M 1.57% 9
2017
Q4 		$9.1M Sell
52,346
-150
-0.3% -$26.5K 2.16% 8
2017
Q3 		$9.79M Sell
52,496
-204
-0.4% -$36.1K 2.4% 7
2017
Q2 		$9.08M Sell
52,700
-552
-1% -$89.8K 1.91% 7
2017
Q1 		$8.74M Sell
53,252
-945
-2% -$157K 2.01% 6
2016
Q4 		$7.92M Buy
54,197
+543
+1% +$81.7K 1.7% 9
2016
Q3 		$8.94M Buy
53,654
+630
+1% +$107K 2.13% 6
2016
Q2 		$8.07M Sell
53,024
-88
-0.2% -$13.7K 1.95% 7
2016
Q1 		$7.96M Sell
53,112
-50
-0.1% -$7.43K 1.97% 7
2015
Q4 		$8.63M Buy
53,162
+125
+0.2% +$19.6K 2.07% 6
2015
Q3 		$7.34M Buy
53,037
+29,850
+129% +$4.71M 1.91% 7
2015
Q2 		$3.56M Sell
23,187
-125
-0.5% -$20K 0.92% 24
2015
Q1 		$3.73M Buy
23,312
+100
+0.4% +$15.7K 0.96% 20
2014
Q4 		$3.7M Buy
23,212
+15,185
+189% +$2.37M 0.96% 21
2014
Q3 		$1.13M Buy
8,027
+1,385
+21% +$181K 0.34% 74
2014
Q2 		$786K Sell
6,642
-440
-6% -$50.9K 0.24% 107
2014
Q1 		$873K Buy
7,082
+645
+10% +$78.2K 0.29% 85
2013
Q4 		$734K Buy
6,437
+2,155
+50% +$245K 0.25% 100
2013
Q3 		$479 Sell
4,282
-228
-5% -$24.7K 0.15% 135
2013
Q2 		$445K Buy
+4,510
New +$468K 0.16% 141

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Essex Financial Services's AMGN Position: Q1 2026 in Review

Essex Financial Services reduced its Amgen (AMGN) stake by 1.6% in Q1 2026, selling an estimated $41K and leaving 6,864 shares worth $2.42M. The position accounts for 0.14% of the portfolio, ranked #153.

Essex Financial Services first reported a position in AMGN in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.6M in Q3 2018. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Essex Financial Services held 6,864 shares of Amgen worth $2.42M as of Q1 2026.
  • Essex Financial Services sold 115 Amgen shares in Q1 2026, an estimated $41K.
  • Amgen made up 0.14% of Essex Financial Services's portfolio in Q1 2026, its #153 holding.
  • Essex Financial Services first reported a position in Amgen in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's Amgen position peaked at $10.6M in Q3 2018.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.