Evermay Wealth 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 | $1.04M | Buy |
2,873
+63
| +2% | +$21.6K | 0.11% | 90 |
|
|
2026
Q1 | $989K | Buy |
2,810
+256
| +10% | +$91.3K | 0.11% | 87 |
|
|
2025
Q4 | $836K | Sell |
2,554
-422
| -14% | -$134K | 0.09% | 93 |
|
|
2025
Q3 | $840K | Sell |
2,976
-42
| -1% | -$12.2K | 0.1% | 94 |
|
|
2025
Q2 | $843K | Buy |
3,018
+419
| +16% | +$119K | 0.1% | 94 |
|
|
2025
Q1 | $810K | Sell |
2,599
-51
| -2% | -$15.1K | 0.11% | 91 |
|
|
2024
Q4 | $691K | Buy |
2,650
+38
| +1% | +$11.3K | 0.1% | 105 |
|
|
2024
Q3 | $842K | Sell |
2,612
-4
| -0.2% | -$1.31K | 0.14% | 89 |
|
|
2024
Q2 | $817K | Sell |
2,616
-31
| -1% | -$9.11K | 0.13% | 91 |
|
|
2024
Q1 | $753K | Buy |
2,647
+106
| +4% | +$31K | 0.11% | 100 |
|
|
2023
Q4 | $732K | Buy |
2,541
+124
| +5% | +$33.8K | 0.14% | 81 |
|
|
2023
Q3 | $650K | Buy |
2,417
+125
| +5% | +$31.2K | 0.13% | 80 |
|
|
2023
Q2 | $509K | Sell |
2,292
-61
| -3% | -$14.2K | 0.1% | 102 |
|
|
2023
Q1 | $569K | Buy |
2,353
+126
| +6% | +$30.9K | 0.11% | 88 |
|
|
2022
Q4 | $585K | Buy |
2,227
+225
| +11% | +$60.3K | 0.12% | 84 |
|
|
2022
Q3 | $451K | Buy |
2,002
+227
| +13% | +$55K | 0.09% | 98 |
|
|
2022
Q2 | $432K | Sell |
1,775
-47
| -3% | -$11.5K | 0.08% | 98 |
|
|
2022
Q1 | $441K | Hold |
1,822
| – | – | 0.07% | 118 |
|
|
2021
Q4 | $410K | Sell |
1,822
-415
| -19% | -$87.6K | 0.07% | 109 |
|
|
2021
Q3 | $476K | Buy |
2,237
+246
| +12% | +$56.6K | 0.09% | 92 |
|
|
2021
Q2 | $485K | Sell |
1,991
-44
| -2% | -$10.8K | 0.09% | 96 |
|
|
2021
Q1 | $506K | Sell |
2,035
-120
| -6% | -$28.6K | 0.1% | 91 |
|
|
2020
Q4 | $495K | Sell |
2,155
-30
| -1% | -$6.92K | 0.11% | 88 |
|
|
2020
Q3 | $555K | Sell |
2,185
-100
| -4% | -$24.8K | 0.14% | 74 |
|
|
2020
Q2 | $539K | Buy |
2,285
+250
| +12% | +$57K | 0.14% | 75 |
|
|
2020
Q1 | $413K | Hold |
2,035
| – | – | 0.13% | 81 |
|
|
2019
Q4 | $491K | Hold |
2,035
| – | – | 0.12% | 89 |
|
|
2019
Q3 | $394K | Sell |
2,035
-65
| -3% | -$12.5K | 0.11% | 95 |
|
|
2019
Q2 | $387K | Buy |
2,100
+149
| +8% | +$26.7K | 0.11% | 97 |
|
|
2019
Q1 | $371K | Sell |
1,951
-50
| -2% | -$9.55K | 0.1% | 95 |
|
|
2018
Q4 | $390K | Sell |
2,001
-50
| -2% | -$9.76K | 0.13% | 79 |
|
|
2018
Q3 | $425K | Hold |
2,051
| – | – | 0.13% | 86 |
|
|
2018
Q2 | $379K | Sell |
2,051
-70
| -3% | -$12.4K | 0.13% | 85 |
|
|
2018
Q1 | $362K | Buy |
2,121
+735
| +53% | +$135K | 0.12% | 91 |
|
|
2017
Q4 | $241K | Buy |
+1,386
| New | +$245K | 0.09% | 121 |
|
Other funds holding AMGN
Evermay Wealth Management's AMGN Position: Q2 2026 in Review
Evermay Wealth Management increased its Amgen (AMGN) stake by 2.2% in Q2 2026, buying an estimated $21.6K and bringing the position to 2,873 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #90.
Evermay Wealth Management first reported a position in AMGN in Q4 2017 and has held it in 35 quarters since. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Evermay Wealth Management held 2,873 shares of Amgen worth $1.04M as of Q2 2026.
- Evermay Wealth Management bought 63 Amgen shares in Q2 2026, an estimated $21.6K.
- Amgen made up 0.11% of Evermay Wealth Management's portfolio in Q2 2026, its #90 holding.
- Evermay Wealth Management first reported a position in Amgen in Q4 2017 and has held it in 35 quarters since.
- 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.