Independent Advisor Alliance’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 | $11.1M | Buy |
30,517
+1,039
| +4% | +$356K | 0.26% | 58 |
|
|
2026
Q1 | $10.4M | Sell |
29,478
-5,863
| -17% | -$2.09M | 0.11% | 165 |
|
|
2025
Q4 | $11.6M | Buy |
35,341
+2,785
| +9% | +$883K | 0.28% | 47 |
|
|
2025
Q3 | $9.19M | Buy |
32,556
+1,111
| +4% | +$322K | 0.24% | 62 |
|
|
2025
Q2 | $8.78M | Sell |
31,445
-100
| -0.3% | -$28.3K | 0.25% | 65 |
|
|
2025
Q1 | $9.83M | Buy |
31,545
+1,269
| +4% | +$375K | 0.32% | 50 |
|
|
2024
Q4 | $7.89M | Buy |
30,276
+2,277
| +8% | +$676K | 0.1% | 197 |
|
|
2024
Q3 | $9.02M | Buy |
27,999
+1,776
| +7% | +$581K | 0.33% | 54 |
|
|
2024
Q2 | $8.19M | Buy |
26,223
+2,911
| +12% | +$855K | 0.28% | 66 |
|
|
2024
Q1 | $6.63M | Buy |
23,312
+289
| +1% | +$84.6K | 0.24% | 78 |
|
|
2023
Q4 | $6.63M | Buy |
23,023
+282
| +1% | +$76.8K | 0.24% | 80 |
|
|
2023
Q3 | $6.11M | Buy |
22,741
+967
| +4% | +$241K | 0.28% | 67 |
|
|
2023
Q2 | $4.83M | Buy |
21,774
+352
| +2% | +$81.7K | 0.21% | 87 |
|
|
2023
Q1 | $5.18M | Sell |
21,422
-134
| -0.6% | -$32.9K | 0.25% | 81 |
|
|
2022
Q4 | $5.66K | Sell |
21,556
-277
| -1% | -$74.3K | ﹤0.01% | 188 |
|
|
2022
Q3 | $4.92M | Buy |
21,833
+829
| +4% | +$201K | 0.29% | 81 |
|
|
2022
Q2 | $5.11M | Buy |
21,004
+2,107
| +11% | +$516K | 0.29% | 83 |
|
|
2022
Q1 | $4.57M | Buy |
18,897
+1,743
| +10% | +$400K | 0.22% | 93 |
|
|
2021
Q4 | $3.86M | Buy |
17,154
+321
| +2% | +$67.7K | 0.19% | 104 |
|
|
2021
Q3 | $3.58M | Buy |
16,833
+751
| +5% | +$173K | 0.2% | 107 |
|
|
2021
Q2 | $3.92M | Buy |
16,082
+2,724
| +20% | +$670K | 0.21% | 105 |
|
|
2021
Q1 | $3.32M | Sell |
13,358
-553
| -4% | -$132K | 0.2% | 107 |
|
|
2020
Q4 | $3.2M | Buy |
13,911
+333
| +2% | +$76.8K | 0.22% | 103 |
|
|
2020
Q3 | $3.45M | Buy |
13,578
+1,053
| +8% | +$261K | 0.26% | 88 |
|
|
2020
Q2 | $2.95M | Sell |
12,525
-346
| -3% | -$78.9K | 0.32% | 64 |
|
|
2020
Q1 | $2.61M | Sell |
12,871
-2,121
| -14% | -$463K | 0.38% | 58 |
|
|
2019
Q4 | $3.61M | Buy |
14,992
+666
| +5% | +$147K | 0.16% | 143 |
|
|
2019
Q3 | $2.81M | Buy |
14,326
+1,810
| +14% | +$347K | 0.34% | 67 |
|
|
2019
Q2 | $2.31M | Buy |
12,516
+3,062
| +32% | +$548K | 0.33% | 72 |
|
|
2019
Q1 | $1.8M | Buy |
9,454
+647
| +7% | +$124K | 0.25% | 89 |
|
|
2018
Q4 | $1.71M | Sell |
8,807
-120
| -1% | -$23.4K | 0.3% | 77 |
|
|
2018
Q3 | $1.73M | Buy |
8,927
+372
| +4% | +$73.3K | 0.31% | 80 |
|
|
2018
Q2 | $1.5M | Buy |
8,555
+776
| +10% | +$137K | 0.31% | 79 |
|
|
2018
Q1 | $1.29M | Sell |
7,779
-251
| -3% | -$46.1K | 0.29% | 85 |
|
|
2017
Q4 | $1.45M | Buy |
8,030
+1,112
| +16% | +$197K | 0.32% | 82 |
|
|
2017
Q3 | $1.28M | Sell |
6,918
-1,534
| -18% | -$272K | 0.35% | 77 |
|
|
2017
Q2 | $1.46M | Buy |
8,452
+555
| +7% | +$90.3K | 0.46% | 68 |
|
|
2017
Q1 | $1.28M | Buy |
7,897
+5,922
| +300% | +$984K | 0.2% | 138 |
|
|
2016
Q4 | $305K | Buy |
+1,975
| New | +$297K | 0.13% | 138 |
|
Other funds holding AMGN
Independent Advisor Alliance's AMGN Position: Q2 2026 in Review
Independent Advisor Alliance increased its Amgen (AMGN) stake by 3.5% in Q2 2026, buying an estimated $356K and bringing the position to 30,517 shares worth $11.1M. The position accounts for 0.26% of the portfolio, ranked #58.
Independent Advisor Alliance first reported a position in AMGN in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.6M in Q4 2025. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Independent Advisor Alliance held 30,517 shares of Amgen worth $11.1M as of Q2 2026.
- Independent Advisor Alliance bought 1,039 Amgen shares in Q2 2026, an estimated $356K.
- Amgen made up 0.26% of Independent Advisor Alliance's portfolio in Q2 2026, its #58 holding.
- Independent Advisor Alliance first reported a position in Amgen in Q4 2016 and has held it in 39 quarters since.
- Independent Advisor Alliance's Amgen position peaked at $11.6M in Q4 2025.
- 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.