Goelzer Investment 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 | $271K | Sell |
747
-77
| -9% | -$26.4K | 0.01% | 287 |
|
|
2026
Q1 | $290K | Sell |
824
-51
| -6% | -$18.2K | 0.01% | 267 |
|
|
2025
Q4 | $286K | Sell |
875
-164
| -16% | -$52K | 0.01% | 249 |
|
|
2025
Q3 | $293K | Sell |
1,039
-54
| -5% | -$15.7K | 0.02% | 226 |
|
|
2025
Q2 | $305K | Buy |
1,093
+83
| +8% | +$23.5K | 0.02% | 222 |
|
|
2025
Q1 | $315K | Hold |
1,010
| – | – | 0.02% | 211 |
|
|
2024
Q4 | $263K | Sell |
1,010
-330
| -25% | -$97.9K | 0.02% | 223 |
|
|
2024
Q3 | $432K | Sell |
1,340
-25
| -2% | -$8.18K | 0.02% | 185 |
|
|
2024
Q2 | $426K | Buy |
1,365
+43
| +3% | +$12.6K | 0.02% | 185 |
|
|
2024
Q1 | $376K | Buy |
1,322
+165
| +14% | +$48.3K | 0.02% | 200 |
|
|
2023
Q4 | $333K | Buy |
+1,157
| New | +$315K | 0.02% | 199 |
|
|
2020
Q4 | – | Sell |
-864
| Closed | -$220K | – | 198 |
|
|
2020
Q3 | $220K | Sell |
864
-33
| -4% | -$8.18K | 0.02% | 237 |
|
|
2020
Q2 | $212K | Buy |
+897
| New | +$205K | 0.02% | 230 |
|
|
2020
Q1 | – | Sell |
-1,259
| Closed | -$304K | – | 239 |
|
|
2019
Q4 | $304K | Sell |
1,259
-210
| -14% | -$46.3K | 0.03% | 224 |
|
|
2019
Q3 | $284K | Sell |
1,469
-389
| -21% | -$74.7K | 0.03% | 226 |
|
|
2019
Q2 | $342K | Sell |
1,858
-41
| -2% | -$7.34K | 0.03% | 213 |
|
|
2019
Q1 | $361K | Buy |
1,899
+400
| +27% | +$76.4K | 0.03% | 227 |
|
|
2018
Q4 | $292K | Hold |
1,499
| – | – | 0.04% | 180 |
|
|
2018
Q3 | $311K | Hold |
1,499
| – | – | 0.03% | 183 |
|
|
2018
Q2 | $277K | Hold |
1,499
| – | – | 0.03% | 188 |
|
|
2018
Q1 | $256K | Sell |
1,499
-100
| -6% | -$18.4K | 0.03% | 193 |
|
|
2017
Q4 | $278K | Hold |
1,599
| – | – | 0.03% | 188 |
|
|
2017
Q3 | $298K | Hold |
1,599
| – | – | 0.04% | 179 |
|
|
2017
Q2 | $275K | Hold |
1,599
| – | – | 0.03% | 181 |
|
|
2017
Q1 | $262K | Hold |
1,599
| – | – | 0.03% | 178 |
|
|
2016
Q4 | $234K | Hold |
1,599
| – | – | 0.03% | 192 |
|
|
2016
Q3 | $267K | Sell |
1,599
-5
| -0.3% | -$846 | 0.04% | 188 |
|
|
2016
Q2 | $244K | Buy |
1,604
+5
| +0.3% | +$777 | 0.03% | 189 |
|
|
2016
Q1 | $240K | Buy |
1,599
+51
| +3% | +$7.58K | 0.03% | 191 |
|
|
2015
Q4 | $251K | Sell |
1,548
-40
| -3% | -$6.29K | 0.04% | 190 |
|
|
2015
Q3 | $220K | Hold |
1,588
| – | – | 0.03% | 192 |
|
|
2015
Q2 | $244K | Buy |
1,588
+300
| +23% | +$48.1K | 0.04% | 190 |
|
|
2015
Q1 | $206K | Sell |
1,288
-79
| -6% | -$12.4K | 0.03% | 191 |
|
|
2014
Q4 | $218K | Buy |
+1,367
| New | +$213K | 0.03% | 193 |
|
Other funds holding AMGN
FFM
SP
BCWM
SMDAM
Goelzer Investment Management's AMGN Position: Q2 2026 in Review
Goelzer Investment Management reduced its Amgen (AMGN) stake by 9.3% in Q2 2026, selling an estimated $26.4K and leaving 747 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #287.
Goelzer Investment Management first reported a position in AMGN in Q4 2014 and has held it in 34 quarters since. The position peaked at $432K in Q3 2024. 1,073 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Goelzer Investment Management held 747 shares of Amgen worth $271K as of Q2 2026.
- Goelzer Investment Management sold 77 Amgen shares in Q2 2026, an estimated $26.4K.
- Amgen made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #287 holding.
- Goelzer Investment Management first reported a position in Amgen in Q4 2014 and has held it in 34 quarters since.
- Goelzer Investment Management's Amgen position peaked at $432K in Q3 2024.
- 1,073 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.