Gladstone Institutional Advisory’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 | $2.42M | Sell |
6,692
-171
| -2% | -$58.5K | 0.08% | 260 |
|
|
2026
Q1 | $2.41M | Sell |
6,863
-348
| -5% | -$124K | 0.09% | 234 |
|
|
2025
Q4 | $2.36M | Buy |
7,211
+770
| +12% | +$244K | 0.09% | 233 |
|
|
2025
Q3 | $1.82M | Sell |
6,441
-279
| -4% | -$80.9K | 0.07% | 260 |
|
|
2025
Q2 | $1.88M | Buy |
6,720
+456
| +7% | +$129K | 0.08% | 247 |
|
|
2025
Q1 | $1.95M | Buy |
6,264
+1,444
| +30% | +$426K | 0.09% | 232 |
|
|
2024
Q4 | $1.26M | Sell |
4,820
-1,122
| -19% | -$333K | 0.06% | 302 |
|
|
2024
Q3 | $1.91M | Buy |
5,942
+994
| +20% | +$325K | 0.09% | 231 |
|
|
2024
Q2 | $1.55M | Buy |
4,948
+32
| +0.7% | +$9.4K | 0.08% | 253 |
|
|
2024
Q1 | $1.4M | Sell |
4,916
-3,384
| -41% | -$990K | 0.08% | 262 |
|
|
2023
Q4 | $2.39M | Buy |
8,300
+449
| +6% | +$122K | 0.13% | 188 |
|
|
2023
Q3 | $2.11M | Sell |
7,851
-302
| -4% | -$75.4K | 0.14% | 181 |
|
|
2023
Q2 | $1.81M | Sell |
8,153
-2,334
| -22% | -$542K | 0.11% | 206 |
|
|
2023
Q1 | $2.54M | Sell |
10,487
-339
| -3% | -$83.2K | 0.16% | 169 |
|
|
2022
Q4 | $2.84M | Buy |
10,826
+5,767
| +114% | +$1.55M | 0.2% | 143 |
|
|
2022
Q3 | $1.14M | Sell |
5,059
-272
| -5% | -$65.9K | 0.09% | 249 |
|
|
2022
Q2 | $1.3M | Sell |
5,331
-2,074
| -28% | -$508K | 0.1% | 228 |
|
|
2022
Q1 | $1.79M | Sell |
7,405
-1,434
| -16% | -$329K | 0.12% | 199 |
|
|
2021
Q4 | $1.99M | Buy |
8,839
+1,047
| +13% | +$221K | 0.15% | 177 |
|
|
2021
Q3 | $1.66M | Buy |
7,792
+1,608
| +26% | +$370K | 0.16% | 167 |
|
|
2021
Q2 | $1.51M | Buy |
6,184
+2,503
| +68% | +$616K | 0.18% | 136 |
|
|
2021
Q1 | $916K | Buy |
3,681
+2,372
| +181% | +$566K | 0.14% | 156 |
|
|
2020
Q4 | $301K | Sell |
1,309
-105
| -7% | -$24.2K | 0.06% | 225 |
|
|
2020
Q3 | $359K | Buy |
1,414
+183
| +15% | +$45.3K | 0.09% | 176 |
|
|
2020
Q2 | $290K | Sell |
1,231
-316
| -20% | -$72.1K | 0.07% | 176 |
|
|
2020
Q1 | $314K | Sell |
1,547
-192
| -11% | -$41.9K | 0.08% | 183 |
|
|
2019
Q4 | $419K | Sell |
1,739
-110
| -6% | -$24.2K | 0.1% | 157 |
|
|
2019
Q3 | $358K | Sell |
1,849
-259
| -12% | -$49.7K | 0.09% | 180 |
|
|
2019
Q2 | $389K | Buy |
2,108
+637
| +43% | +$114K | 0.12% | 170 |
|
|
2019
Q1 | $279K | Sell |
1,471
-158
| -10% | -$30.2K | 0.1% | 160 |
|
|
2018
Q4 | $317K | Buy |
+1,629
| New | +$318K | 0.18% | 120 |
|
Other funds holding AMGN
Gladstone Institutional Advisory's AMGN Position: Q2 2026 in Review
Gladstone Institutional Advisory reduced its Amgen (AMGN) stake by 2.5% in Q2 2026, selling an estimated $58.5K and leaving 6,692 shares worth $2.42M. The position accounts for 0.08% of the portfolio, ranked #260.
Gladstone Institutional Advisory first reported a position in AMGN in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.84M in Q4 2022. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Gladstone Institutional Advisory held 6,692 shares of Amgen worth $2.42M as of Q2 2026.
- Gladstone Institutional Advisory sold 171 Amgen shares in Q2 2026, an estimated $58.5K.
- Amgen made up 0.08% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #260 holding.
- Gladstone Institutional Advisory first reported a position in Amgen in Q4 2018 and has held it in 31 quarters since.
- Gladstone Institutional Advisory's Amgen position peaked at $2.84M in Q4 2022.
- 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.