Evanson Asset Management’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $564K | Sell |
1,603
-46
| -3% | -$16.4K | 0.03% | 181 |
|
|
2025
Q4 | $540K | Sell |
1,649
-114
| -6% | -$36.2K | 0.03% | 192 |
|
|
2025
Q3 | $498K | Sell |
1,763
-44
| -2% | -$12.8K | 0.03% | 203 |
|
|
2025
Q2 | $505K | Buy |
1,807
+6
| +0.3% | +$1.7K | 0.03% | 198 |
|
|
2025
Q1 | $561K | Buy |
1,801
+136
| +8% | +$40.2K | 0.04% | 168 |
|
|
2024
Q4 | $434K | Buy |
1,665
+2
| +0.1% | +$593 | 0.03% | 196 |
|
|
2024
Q3 | $536K | Sell |
1,663
-7
| -0.4% | -$2.29K | 0.04% | 168 |
|
|
2024
Q2 | $522K | Buy |
1,670
+2
| +0.1% | +$588 | 0.04% | 164 |
|
|
2024
Q1 | $474K | Buy |
1,668
+2
| +0.1% | +$585 | 0.04% | 189 |
|
|
2023
Q4 | $480K | Buy |
1,666
+35
| +2% | +$9.54K | 0.04% | 177 |
|
|
2023
Q3 | $438K | Sell |
1,631
-10
| -0.6% | -$2.5K | 0.04% | 178 |
|
|
2023
Q2 | $364K | Buy |
1,641
+2
| +0.1% | +$464 | 0.03% | 199 |
|
|
2023
Q1 | $396K | Buy |
1,639
+2
| +0.1% | +$491 | 0.04% | 184 |
|
|
2022
Q4 | $430K | Sell |
1,637
-183
| -10% | -$49.1K | 0.05% | 167 |
|
|
2022
Q3 | $410K | Sell |
1,820
-34
| -2% | -$8.24K | 0.05% | 170 |
|
|
2022
Q2 | $451K | Buy |
1,854
+2
| +0.1% | +$490 | 0.05% | 170 |
|
|
2022
Q1 | $448K | Sell |
1,852
-6
| -0.3% | -$1.38K | 0.04% | 180 |
|
|
2021
Q4 | $418K | Sell |
1,858
-1
| -0.1% | -$211 | 0.04% | 197 |
|
|
2021
Q3 | $451K | Buy |
1,859
+2
| +0.1% | +$460 | 0.05% | 178 |
|
|
2021
Q2 | $453K | Buy |
1,857
+9
| +0.5% | +$2.21K | 0.05% | 177 |
|
|
2021
Q1 | $460K | Buy |
1,848
+24
| +1% | +$5.73K | 0.07% | 168 |
|
|
2020
Q4 | $419K | Buy |
1,824
+177
| +11% | +$40.8K | 0.07% | 168 |
|
|
2020
Q3 | $419K | Sell |
1,647
-99
| -6% | -$24.5K | 0.08% | 149 |
|
|
2020
Q2 | $412K | Buy |
1,746
+2
| +0.1% | +$456 | 0.08% | 145 |
|
|
2020
Q1 | $354K | Sell |
1,744
-346
| -17% | -$75.6K | 0.08% | 148 |
|
|
2019
Q4 | $504K | Buy |
2,090
+4
| +0.2% | +$882 | 0.1% | 121 |
|
|
2019
Q3 | $404K | Sell |
2,086
-6
| -0.3% | -$1.15K | 0.08% | 142 |
|
|
2019
Q2 | $386K | Sell |
2,092
-450
| -18% | -$80.6K | 0.08% | 153 |
|
|
2019
Q1 | $483K | Buy |
2,542
+342
| +16% | +$65.3K | 0.1% | 118 |
|
|
2018
Q4 | $428K | Buy |
2,200
+532
| +32% | +$104K | 0.1% | 126 |
|
|
2018
Q3 | $346K | Sell |
1,668
-558
| -25% | -$110K | 0.07% | 164 |
|
|
2018
Q2 | $411K | Buy |
2,226
+542
| +32% | +$95.9K | 0.08% | 150 |
|
|
2018
Q1 | $287K | Sell |
1,684
-148
| -8% | -$27.2K | 0.06% | 196 |
|
|
2017
Q4 | $318K | Buy |
1,832
+345
| +23% | +$61.1K | 0.06% | 182 |
|
|
2017
Q3 | $278K | Buy |
1,487
+12
| +0.8% | +$2.13K | 0.06% | 187 |
|
|
2017
Q2 | $254K | Sell |
1,475
-1
| -0.1% | -$163 | 0.06% | 186 |
|
|
2017
Q1 | $242K | Buy |
1,476
+66
| +5% | +$11K | 0.06% | 186 |
|
|
2016
Q4 | $207K | Buy |
1,410
+2
| +0.1% | +$301 | 0.06% | 203 |
|
|
2016
Q3 | $235K | Buy |
1,408
+20
| +1% | +$3.38K | 0.07% | 174 |
|
|
2016
Q2 | $211K | Buy |
+1,388
| New | +$216K | 0.06% | 181 |
|
|
2015
Q1 | – | Sell |
-3,216
| Closed | -$512K | – | 200 |
|
|
2014
Q4 | $512K | Buy |
+3,216
| New | +$501K | 0.19% | 100 |
|
Other funds holding AMGN
VCM
VPM
Evanson Asset Management's AMGN Position: Q1 2026 in Review
Evanson Asset Management reduced its Amgen (AMGN) stake by 2.8% in Q1 2026, selling an estimated $16.4K and leaving 1,603 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #181.
Evanson Asset Management first reported a position in AMGN in Q4 2014 and has held it in 41 quarters since. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Evanson Asset Management held 1,603 shares of Amgen worth $564K as of Q1 2026.
- Evanson Asset Management sold 46 Amgen shares in Q1 2026, an estimated $16.4K.
- Amgen made up 0.03% of Evanson Asset Management's portfolio in Q1 2026, its #181 holding.
- Evanson Asset Management first reported a position in Amgen in Q4 2014 and has held it in 41 quarters since.
- 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.