Evergreen Capital 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
Q2 | $3.22M | Sell |
8,884
-1,068
| -11% | -$366K | 0.06% | 261 |
|
|
2026
Q1 | $3.5M | Buy |
9,952
+704
| +8% | +$251K | 0.08% | 240 |
|
|
2025
Q4 | $3.03M | Buy |
9,248
+277
| +3% | +$87.9K | 0.07% | 250 |
|
|
2025
Q3 | $2.53M | Buy |
8,971
+691
| +8% | +$200K | 0.06% | 254 |
|
|
2025
Q2 | $2.31M | Sell |
8,280
-1,032
| -11% | -$292K | 0.07% | 244 |
|
|
2025
Q1 | $2.9M | Buy |
9,312
+1,213
| +15% | +$358K | 0.1% | 208 |
|
|
2024
Q4 | $2.11M | Sell |
8,099
-940
| -10% | -$279K | 0.07% | 248 |
|
|
2024
Q3 | $2.91M | Sell |
9,039
-18
| -0.2% | -$5.89K | 0.1% | 207 |
|
|
2024
Q2 | $2.83M | Buy |
9,057
+225
| +3% | +$66.1K | 0.1% | 202 |
|
|
2024
Q1 | $2.51M | Buy |
8,832
+499
| +6% | +$146K | 0.09% | 209 |
|
|
2023
Q4 | $2.4M | Buy |
8,333
+1,335
| +19% | +$364K | 0.1% | 213 |
|
|
2023
Q3 | $1.88M | Buy |
6,998
+1,123
| +19% | +$280K | 0.08% | 223 |
|
|
2023
Q2 | $1.3M | Sell |
5,875
-1,075
| -15% | -$249K | 0.05% | 260 |
|
|
2023
Q1 | $1.68M | Buy |
6,950
+1,577
| +29% | +$387K | 0.08% | 228 |
|
|
2022
Q4 | $1.41M | Buy |
5,373
+122
| +2% | +$32.7K | 0.07% | 246 |
|
|
2022
Q3 | $1.18M | Buy |
5,251
+1,553
| +42% | +$376K | 0.06% | 247 |
|
|
2022
Q2 | $900K | Sell |
3,698
-7,465
| -67% | -$1.83M | 0.05% | 260 |
|
|
2022
Q1 | $2.7M | Buy |
11,163
+705
| +7% | +$162K | 0.11% | 204 |
|
|
2021
Q4 | $2.35M | Sell |
10,458
-126
| -1% | -$26.6K | 0.09% | 209 |
|
|
2021
Q3 | $2.25M | Buy |
10,584
+203
| +2% | +$46.7K | 0.1% | 201 |
|
|
2021
Q2 | $2.53M | Sell |
10,381
-1,187
| -10% | -$292K | 0.12% | 177 |
|
|
2021
Q1 | $2.88M | Buy |
11,568
+54
| +0.5% | +$12.9K | 0.15% | 150 |
|
|
2020
Q4 | $2.65M | Buy |
11,514
+8,302
| +258% | +$1.91M | 0.15% | 142 |
|
|
2020
Q3 | $816K | Buy |
3,212
+26
| +0.8% | +$6.44K | 0.06% | 218 |
|
|
2020
Q2 | $751K | Sell |
3,186
-91
| -3% | -$20.8K | 0.06% | 210 |
|
|
2020
Q1 | $664K | Sell |
3,277
-727
| -18% | -$159K | 0.06% | 200 |
|
|
2019
Q4 | $965K | Buy |
4,004
+610
| +18% | +$134K | 0.08% | 176 |
|
|
2019
Q3 | $657K | Sell |
3,394
-123
| -3% | -$23.6K | 0.06% | 191 |
|
|
2019
Q2 | $648K | Sell |
3,517
-384
| -10% | -$68.8K | 0.06% | 192 |
|
|
2019
Q1 | $741K | Buy |
3,901
+499
| +15% | +$95.3K | 0.07% | 174 |
|
|
2018
Q4 | $662K | Sell |
3,402
-10
| -0.3% | -$1.95K | 0.07% | 184 |
|
|
2018
Q3 | $707K | Buy |
3,412
+246
| +8% | +$48.5K | 0.06% | 193 |
|
|
2018
Q2 | $584K | Buy |
3,166
+147
| +5% | +$26K | 0.05% | 204 |
|
|
2018
Q1 | $515K | Buy |
3,019
+1,355
| +81% | +$249K | 0.05% | 201 |
|
|
2017
Q4 | $289K | Buy |
+1,664
| New | +$294K | 0.03% | 195 |
|
Other funds holding AMGN
FFM
SP
Evergreen Capital Management's AMGN Position: Q2 2026 in Review
Evergreen Capital Management reduced its Amgen (AMGN) stake by 11% in Q2 2026, selling an estimated $366K and leaving 8,884 shares worth $3.22M. The position accounts for 0.06% of the portfolio, ranked #261.
Evergreen Capital Management first reported a position in AMGN in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.5M in Q1 2026. 1,313 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Evergreen Capital Management held 8,884 shares of Amgen worth $3.22M as of Q2 2026.
- Evergreen Capital Management sold 1,068 Amgen shares in Q2 2026, an estimated $366K.
- Amgen made up 0.06% of Evergreen Capital Management's portfolio in Q2 2026, its #261 holding.
- Evergreen Capital Management first reported a position in Amgen in Q4 2017 and has held it in 35 quarters since.
- Evergreen Capital Management's Amgen position peaked at $3.5M in Q1 2026.
- 1,313 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.