IBEX 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
Q2 | $11.5M | Sell |
31,655
-12,079
| -28% | -$4.13M | 0.9% | 35 |
|
|
2026
Q1 | $15.4M | Buy |
43,734
+14,837
| +51% | +$5.29M | 1.43% | 20 |
|
|
2025
Q4 | $9.46M | Buy |
28,897
+96
| +0.3% | +$30.5K | 0.93% | 30 |
|
|
2025
Q3 | $8.13M | Buy |
28,801
+242
| +0.8% | +$70.2K | 0.78% | 32 |
|
|
2025
Q2 | $7.97M | Buy |
28,559
+724
| +3% | +$205K | 0.85% | 32 |
|
|
2025
Q1 | $8.67M | Buy |
27,835
+872
| +3% | +$257K | 1.15% | 28 |
|
|
2024
Q4 | $7.03M | Buy |
26,963
+3,460
| +15% | +$1.03M | 0.83% | 39 |
|
|
2024
Q3 | $5.47M | Sell |
23,503
-2,260
| -9% | -$739K | 1.5% | 26 |
|
|
2024
Q2 | $8.05M | Buy |
25,763
+1,192
| +5% | +$350K | 1.26% | 22 |
|
|
2024
Q1 | $6.45M | Buy |
24,571
+571
| +2% | +$167K | 1.75% | 21 |
|
|
2023
Q4 | $7.05M | Sell |
24,000
-742
| -3% | -$202K | 1.53% | 19 |
|
|
2023
Q3 | $6.65M | Buy |
+24,742
| New | +$6.17M | 1.69% | 17 |
|
|
2023
Q1 | $6.11M | Buy |
25,256
+685
| +3% | +$168K | 1.58% | 20 |
|
|
2022
Q4 | $6.45M | Buy |
24,571
+705
| +3% | +$189K | 1.46% | 22 |
|
|
2022
Q3 | $5.38M | Buy |
23,866
+7
| +0% | +$1.7K | 1.4% | 23 |
|
|
2022
Q2 | $5.8M | Buy |
23,859
+355
| +2% | +$87K | 1.34% | 27 |
|
|
2022
Q1 | $5.68M | Buy |
23,504
+2,344
| +11% | +$539K | 1.09% | 33 |
|
|
2021
Q4 | $4.76M | Buy |
21,160
+1,315
| +7% | +$278K | 0.84% | 37 |
|
|
2021
Q3 | $4.22M | Buy |
19,845
+214
| +1% | +$49.3K | 0.81% | 48 |
|
|
2021
Q2 | $4.79M | Buy |
19,631
+825
| +4% | +$203K | 0.96% | 37 |
|
|
2021
Q1 | $4.68M | Buy |
18,806
+1,060
| +6% | +$253K | 1.15% | 31 |
|
|
2020
Q4 | $4.08M | Buy |
17,746
+305
| +2% | +$70.3K | 1.07% | 36 |
|
|
2020
Q3 | $4.43M | Sell |
17,441
-12
| -0.1% | -$2.97K | 1.29% | 28 |
|
|
2020
Q2 | $4.12M | Sell |
17,453
-4,317
| -20% | -$985K | 1.32% | 26 |
|
|
2020
Q1 | $4.41M | Sell |
21,770
-2,045
| -9% | -$447K | 1.72% | 13 |
|
|
2019
Q4 | $5.74M | Buy |
23,815
+1,384
| +6% | +$305K | 1.76% | 16 |
|
|
2019
Q3 | $4.34M | Buy |
22,431
+8,490
| +61% | +$1.63M | 1.44% | 23 |
|
|
2019
Q2 | $2.57M | Buy |
13,941
+2,728
| +24% | +$488K | 0.74% | 51 |
|
|
2019
Q1 | $2.13M | Buy |
+11,213
| New | +$2.14M | 0.75% | 60 |
|
|
2018
Q1 | – | Sell |
-15,598
| Closed | -$2.82M | – | 87 |
|
|
2017
Q4 | $2.82M | Buy |
15,598
+492
| +3% | +$87.1K | 1.25% | 32 |
|
|
2017
Q3 | $2.8M | Buy |
15,106
+177
| +1% | +$31.4K | 1.04% | 42 |
|
|
2017
Q2 | $2.57M | Buy |
14,929
+3,310
| +28% | +$538K | 1.01% | 42 |
|
|
2017
Q1 | $1.89M | Buy |
11,619
+1,214
| +12% | +$202K | 1.16% | 35 |
|
|
2016
Q4 | $1.61M | Sell |
10,405
-6,753
| -39% | -$1.02M | 0.77% | 48 |
|
|
2016
Q3 | $2.86M | Buy |
+17,158
| New | +$2.9M | 1.57% | 22 |
|
Other funds holding AMGN
IBEX Wealth Advisors's AMGN Position: Q2 2026 in Review
IBEX Wealth Advisors reduced its Amgen (AMGN) stake by 28% in Q2 2026, selling an estimated $4.13M and leaving 31,655 shares worth $11.5M. The position accounts for 0.9% of the portfolio, ranked #35.
IBEX Wealth Advisors first reported a position in AMGN in Q3 2016 and has held it in 35 quarters since. The position peaked at $15.4M in Q1 2026. 3,153 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- IBEX Wealth Advisors held 31,655 shares of Amgen worth $11.5M as of Q2 2026.
- IBEX Wealth Advisors sold 12,079 Amgen shares in Q2 2026, an estimated $4.13M.
- Amgen made up 0.9% of IBEX Wealth Advisors's portfolio in Q2 2026, its #35 holding.
- IBEX Wealth Advisors first reported a position in Amgen in Q3 2016 and has held it in 35 quarters since.
- IBEX Wealth Advisors's Amgen position peaked at $15.4M in Q1 2026.
- 3,153 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.