Fortis Capital 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
Q1
$273K Sell
777
-25
-3% -$8.91K 0.04% 313
2025
Q4
$263K Buy
+802
New +$254K 0.04% 261
2024
Q4
Sell
-645
Closed -$208K 173
2024
Q3
$208K Buy
+645
New +$211K 0.07% 169
2023
Q1
Sell
-239
Closed -$62.8K 659
2022
Q4
$62.8K Buy
+239
New +$64.1K 0.04% 273

Other funds holding AMGN

Fortis Capital Advisors's AMGN Position: Q1 2026 in Review

Fortis Capital Advisors reduced its Amgen (AMGN) stake by 3.1% in Q1 2026, selling an estimated $8.91K and leaving 777 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #313.

Fortis Capital Advisors first reported a position in AMGN in Q4 2022 and has held it in 4 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Fortis Capital Advisors held 777 shares of Amgen worth $273K as of Q1 2026.
  • Fortis Capital Advisors sold 25 Amgen shares in Q1 2026, an estimated $8.91K.
  • Amgen made up 0.04% of Fortis Capital Advisors's portfolio in Q1 2026, its #313 holding.
  • Fortis Capital Advisors first reported a position in Amgen in Q4 2022 and has held it in 4 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.