Forvis Mazars Wealth 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 | $769K | Buy |
2,186
+5
| +0.2% | +$1.78K | 0.01% | 234 |
|
|
2025
Q4 | $714K | Sell |
2,181
-164
| -7% | -$52K | 0.01% | 243 |
|
|
2025
Q3 | $662K | Buy |
2,345
+275
| +13% | +$79.8K | 0.01% | 249 |
|
|
2025
Q2 | $578K | Buy |
2,070
+9
| +0.4% | +$2.55K | 0.01% | 260 |
|
|
2025
Q1 | $642K | Sell |
2,061
-276
| -12% | -$81.5K | 0.02% | 248 |
|
|
2024
Q4 | $609K | Sell |
2,337
-49
| -2% | -$14.5K | 0.01% | 285 |
|
|
2024
Q3 | $769K | Buy |
2,386
+681
| +40% | +$223K | 0.02% | 256 |
|
|
2024
Q2 | $533K | Sell |
1,705
-624
| -27% | -$183K | 0.01% | 280 |
|
|
2024
Q1 | $662K | Sell |
2,329
-249
| -10% | -$72.9K | 0.02% | 254 |
|
|
2023
Q4 | $743K | Buy |
2,578
+35
| +1% | +$9.54K | 0.02% | 233 |
|
|
2023
Q3 | $684K | Buy |
2,543
+631
| +33% | +$157K | 0.02% | 232 |
|
|
2023
Q2 | $425K | Buy |
1,912
+528
| +38% | +$123K | 0.01% | 312 |
|
|
2023
Q1 | $335K | Buy |
1,384
+53
| +4% | +$13K | 0.01% | 317 |
|
|
2022
Q4 | $350K | Buy |
1,331
+84
| +7% | +$22.5K | 0.01% | 305 |
|
|
2022
Q3 | $281K | Sell |
1,247
-142
| -10% | -$34.4K | 0.01% | 327 |
|
|
2022
Q2 | $338K | Buy |
1,389
+165
| +13% | +$40.4K | 0.01% | 300 |
|
|
2022
Q1 | $296K | Buy |
1,224
+276
| +29% | +$63.4K | 0.01% | 244 |
|
|
2021
Q4 | $213K | Buy |
+948
| New | +$200K | 0.01% | 276 |
|
|
2021
Q2 | – | Sell |
-1,368
| Closed | -$340K | – | 262 |
|
|
2021
Q1 | $340K | Sell |
1,368
-3,692
| -73% | -$881K | 0.02% | 213 |
|
|
2020
Q4 | $1.16M | Buy |
5,060
+443
| +10% | +$102K | 0.06% | 138 |
|
|
2020
Q3 | $1.17M | Buy |
4,617
+157
| +4% | +$38.9K | 0.07% | 123 |
|
|
2020
Q2 | $1.05M | Buy |
4,460
+100
| +2% | +$22.8K | 0.07% | 127 |
|
|
2020
Q1 | $884K | Buy |
4,360
+59
| +1% | +$12.9K | 0.07% | 116 |
|
|
2019
Q4 | $1.04M | Buy |
4,301
+444
| +12% | +$97.9K | 0.07% | 118 |
|
|
2019
Q3 | $746K | Buy |
3,857
+184
| +5% | +$35.3K | 0.06% | 126 |
|
|
2019
Q2 | $677K | Buy |
3,673
+98
| +3% | +$17.5K | 0.05% | 131 |
|
|
2019
Q1 | $679K | Sell |
3,575
-457
| -11% | -$87.3K | 0.06% | 132 |
|
|
2018
Q4 | $785K | Buy |
4,032
+150
| +4% | +$29.3K | 0.08% | 104 |
|
|
2018
Q3 | $805K | Sell |
3,882
-30
| -0.8% | -$5.91K | 0.07% | 112 |
|
|
2018
Q2 | $722K | Buy |
3,912
+58
| +2% | +$10.3K | 0.07% | 115 |
|
|
2018
Q1 | $657K | Sell |
3,854
-44
| -1% | -$8.08K | 0.07% | 119 |
|
|
2017
Q4 | $678K | Buy |
3,898
+205
| +6% | +$36.3K | 0.07% | 119 |
|
|
2017
Q3 | $689K | Buy |
3,693
+113
| +3% | +$20K | 0.08% | 112 |
|
|
2017
Q2 | $617K | Buy |
3,580
+91
| +3% | +$14.8K | 0.07% | 120 |
|
|
2017
Q1 | $572K | Buy |
3,489
+326
| +10% | +$54.2K | 0.07% | 115 |
|
|
2016
Q4 | $462K | Buy |
3,163
+50
| +2% | +$7.53K | 0.06% | 127 |
|
|
2016
Q3 | $519K | Buy |
3,113
+378
| +14% | +$63.9K | 0.07% | 111 |
|
|
2016
Q2 | $416K | Buy |
2,735
+53
| +2% | +$8.24K | 0.06% | 118 |
|
|
2016
Q1 | $402K | Sell |
2,682
-195
| -7% | -$29K | 0.06% | 119 |
|
|
2015
Q4 | $467K | Buy |
2,877
+205
| +8% | +$32.2K | 0.07% | 115 |
|
|
2015
Q3 | $370K | Buy |
2,672
+1,228
| +85% | +$194K | 0.07% | 120 |
|
|
2015
Q2 | $222K | Sell |
1,444
-113
| -7% | -$18.1K | 0.03% | 169 |
|
|
2015
Q1 | $249K | Buy |
1,557
+187
| +14% | +$29.5K | 0.04% | 161 |
|
|
2014
Q4 | $218K | Buy |
+1,370
| New | +$213K | 0.04% | 148 |
|
|
2014
Q1 | – | Sell |
-6,348
| Closed | -$725K | – | 155 |
|
|
2013
Q4 | $725K | Sell |
6,348
-10
| -0.2% | -$1.14K | 0.13% | 86 |
|
|
2013
Q3 | $712K | Buy |
+6,358
| New | +$689K | 0.15% | 88 |
|
Other funds holding AMGN
VCM
VPM
Forvis Mazars Wealth Advisors's AMGN Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors increased its Amgen (AMGN) stake by 0.23% in Q1 2026, buying an estimated $1.78K and bringing the position to 2,186 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #234.
Forvis Mazars Wealth Advisors first reported a position in AMGN in Q3 2013 and has held it in 46 quarters since. The position peaked at $1.17M in Q3 2020. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Forvis Mazars Wealth Advisors held 2,186 shares of Amgen worth $769K as of Q1 2026.
- Forvis Mazars Wealth Advisors bought 5 Amgen shares in Q1 2026, an estimated $1.78K.
- Amgen made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #234 holding.
- Forvis Mazars Wealth Advisors first reported a position in Amgen in Q3 2013 and has held it in 46 quarters since.
- Forvis Mazars Wealth Advisors's Amgen position peaked at $1.17M in Q3 2020.
- 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.