Integrated Wealth Concepts’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 | $8.32M | Buy |
23,642
+8,143
| +53% | +$2.9M | 0.07% | 277 |
|
|
2025
Q4 | $5.07M | Sell |
15,499
-6,976
| -31% | -$2.21M | 0.06% | 289 |
|
|
2025
Q3 | $6.34M | Sell |
22,475
-1,211
| -5% | -$351K | 0.06% | 315 |
|
|
2025
Q2 | $6.61M | Buy |
23,686
+429
| +2% | +$122K | 0.07% | 276 |
|
|
2025
Q1 | $7.25M | Buy |
23,257
+1
| +0% | +$295 | 0.08% | 239 |
|
|
2024
Q4 | $6.06M | Buy |
23,256
+765
| +3% | +$227K | 0.07% | 257 |
|
|
2024
Q3 | $7.25M | Sell |
22,491
-1,747
| -7% | -$571K | 0.09% | 217 |
|
|
2024
Q2 | $7.57M | Buy |
24,238
+3,782
| +18% | +$1.11M | 0.1% | 201 |
|
|
2024
Q1 | $5.82M | Buy |
20,456
+1,468
| +8% | +$430K | 0.08% | 239 |
|
|
2023
Q4 | $5.47M | Sell |
18,988
-794
| -4% | -$216K | 0.09% | 225 |
|
|
2023
Q3 | $5.32M | Buy |
19,782
+1,770
| +10% | +$442K | 0.09% | 215 |
|
|
2023
Q2 | $4M | Sell |
18,012
-1,158
| -6% | -$269K | 0.07% | 267 |
|
|
2023
Q1 | $4.63M | Buy |
19,170
+5,062
| +36% | +$1.24M | 0.1% | 208 |
|
|
2022
Q4 | $3.71M | Buy |
14,108
+307
| +2% | +$82.3K | 0.1% | 196 |
|
|
2022
Q3 | $3.11M | Buy |
13,801
+1,762
| +15% | +$427K | 0.1% | 200 |
|
|
2022
Q2 | $2.93M | Buy |
12,039
+254
| +2% | +$62.2K | 0.09% | 203 |
|
|
2022
Q1 | $2.85M | Buy |
11,785
+110
| +0.9% | +$25.3K | 0.09% | 201 |
|
|
2021
Q4 | $2.63M | Buy |
11,675
+305
| +3% | +$64.4K | 0.08% | 214 |
|
|
2021
Q3 | $2.42M | Sell |
11,370
-400
| -3% | -$92.1K | 0.08% | 213 |
|
|
2021
Q2 | $2.87M | Buy |
11,770
+709
| +6% | +$174K | 0.1% | 171 |
|
|
2021
Q1 | $2.75M | Buy |
11,061
+789
| +8% | +$188K | 0.11% | 149 |
|
|
2020
Q4 | $2.36M | Buy |
10,272
+757
| +8% | +$175K | 0.11% | 138 |
|
|
2020
Q3 | $2.42M | Buy |
9,515
+14
| +0.1% | +$3.47K | 0.15% | 121 |
|
|
2020
Q2 | $2.24M | Sell |
9,501
-2
| -0% | -$456 | 0.16% | 103 |
|
|
2020
Q1 | $1.93M | Buy |
9,503
+6,369
| +203% | +$1.39M | 0.18% | 95 |
|
|
2019
Q4 | $755K | Buy |
3,134
+1,542
| +97% | +$340K | 0.06% | 194 |
|
|
2019
Q3 | $308K | Buy |
1,592
+53
| +3% | +$10.2K | 0.03% | 308 |
|
|
2019
Q2 | $286K | Sell |
1,539
-223
| -13% | -$39.9K | 0.04% | 286 |
|
|
2019
Q1 | $335K | Buy |
1,762
+422
| +31% | +$80.6K | 0.06% | 222 |
|
|
2018
Q4 | $261K | Buy |
1,340
+174
| +15% | +$33.9K | 0.07% | 212 |
|
|
2018
Q3 | $241K | Sell |
1,166
-439
| -27% | -$86.5K | 0.07% | 210 |
|
|
2018
Q2 | $297K | Buy |
1,605
+59
| +4% | +$10.4K | 0.1% | 156 |
|
|
2018
Q1 | $257K | Buy |
1,546
+286
| +23% | +$52.5K | 0.1% | 160 |
|
|
2017
Q4 | $228K | Buy |
+1,260
| New | +$223K | 0.1% | 168 |
|
Other funds holding AMGN
VCM
VPM
Integrated Wealth Concepts's AMGN Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Amgen (AMGN) stake by 53% in Q1 2026, buying an estimated $2.9M and bringing the position to 23,642 shares worth $8.32M. The position accounts for 0.07% of the portfolio, ranked #277.
Integrated Wealth Concepts first reported a position in AMGN in Q4 2017 and has held it in 34 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Integrated Wealth Concepts held 23,642 shares of Amgen worth $8.32M as of Q1 2026.
- Integrated Wealth Concepts bought 8,143 Amgen shares in Q1 2026, an estimated $2.9M.
- Amgen made up 0.07% of Integrated Wealth Concepts's portfolio in Q1 2026, its #277 holding.
- Integrated Wealth Concepts first reported a position in Amgen in Q4 2017 and has held it in 34 quarters since.
- 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.