Jackson Grant Investment Advisers’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 | $838K | Buy |
2,381
+1
| +0% | +$356 | 0.28% | 59 |
|
|
2025
Q4 | $779K | Buy |
2,380
+1
| +0% | +$317 | 0.26% | 60 |
|
|
2025
Q3 | $671K | Buy |
2,379
+1
| +0% | +$290 | 0.22% | 63 |
|
|
2025
Q2 | $664K | Buy |
2,378
+1
| +0% | +$283 | 0.24% | 56 |
|
|
2025
Q1 | $740K | Buy |
2,377
+1
| +0% | +$295 | 0.29% | 50 |
|
|
2024
Q4 | $619K | Buy |
2,376
+1
| +0% | +$297 | 0.24% | 57 |
|
|
2024
Q3 | $765K | Buy |
2,375
+1
| +0% | +$327 | 0.29% | 51 |
|
|
2024
Q2 | $742K | Buy |
2,374
+128
| +6% | +$37.6K | 0.3% | 53 |
|
|
2024
Q1 | $639K | Hold |
2,246
| – | – | 0.26% | 56 |
|
|
2023
Q4 | $647K | Hold |
2,246
| – | – | 0.29% | 53 |
|
|
2023
Q3 | $604K | Sell |
2,246
-22
| -1% | -$5.49K | 0.29% | 53 |
|
|
2023
Q2 | $503K | Hold |
2,268
| – | – | 0.23% | 59 |
|
|
2023
Q1 | $548K | Buy |
2,268
+22
| +1% | +$5.4K | 0.26% | 56 |
|
|
2022
Q4 | $590K | Hold |
2,246
| – | – | 0.29% | 54 |
|
|
2022
Q3 | $506K | Hold |
2,246
| – | – | 0.26% | 57 |
|
|
2022
Q2 | $546K | Hold |
2,246
| – | – | 0.27% | 57 |
|
|
2022
Q1 | $543K | Sell |
2,246
-179
| -7% | -$41.1K | 0.23% | 57 |
|
|
2021
Q4 | $546K | Hold |
2,425
| – | – | 0.28% | 51 |
|
|
2021
Q3 | $516K | Hold |
2,425
| – | – | 0.23% | 58 |
|
|
2021
Q2 | $591K | Hold |
2,425
| – | – | 0.26% | 54 |
|
|
2021
Q1 | $603K | Hold |
2,425
| – | – | 0.28% | 52 |
|
|
2020
Q4 | $558K | Sell |
2,425
-151
| -6% | -$34.8K | 0.28% | 51 |
|
|
2020
Q3 | $655K | Buy |
2,576
+2
| +0.1% | +$495 | 0.39% | 41 |
|
|
2020
Q2 | $607K | Buy |
2,574
+3
| +0.1% | +$684 | 0.39% | 41 |
|
|
2020
Q1 | $521K | Sell |
2,571
-7
| -0.3% | -$1.53K | 0.38% | 42 |
|
|
2019
Q4 | $621K | Buy |
2,578
+2
| +0.1% | +$441 | 0.34% | 45 |
|
|
2019
Q3 | $498K | Buy |
2,576
+2
| +0.1% | +$384 | 0.28% | 49 |
|
|
2019
Q2 | $474K | Buy |
2,574
+3
| +0.1% | +$537 | 0.28% | 47 |
|
|
2019
Q1 | $488K | Sell |
2,571
-4
| -0.2% | -$764 | 0.29% | 49 |
|
|
2018
Q4 | $501K | Buy |
2,575
+9
| +0.4% | +$1.76K | 0.35% | 44 |
|
|
2018
Q3 | $532K | Buy |
2,566
+2
| +0.1% | +$394 | 0.33% | 43 |
|
|
2018
Q2 | $473K | Buy |
2,564
+18
| +0.7% | +$3.18K | 0.33% | 44 |
|
|
2018
Q1 | $434K | Buy |
2,546
+18
| +0.7% | +$3.3K | 0.3% | 48 |
|
|
2017
Q4 | $440K | Buy |
2,528
+2,216
| +710% | +$392K | 0.3% | 49 |
|
|
2017
Q3 | $58K | Sell |
312
-329
| -51% | -$58.3K | 0.04% | 132 |
|
|
2017
Q2 | $110K | Buy |
641
+5
| +0.8% | +$813 | 0.09% | 94 |
|
|
2017
Q1 | $104K | Buy |
636
+4
| +0.6% | +$665 | 0.08% | 94 |
|
|
2016
Q4 | $92K | Buy |
632
+4
| +0.6% | +$602 | 0.08% | 94 |
|
|
2016
Q3 | $105K | Buy |
628
+4
| +0.6% | +$676 | 0.09% | 81 |
|
|
2016
Q2 | $95K | Buy |
624
+3
| +0.5% | +$466 | 0.08% | 80 |
|
|
2016
Q1 | $93K | Buy |
621
+3
| +0.5% | +$446 | 0.09% | 79 |
|
|
2015
Q4 | $100K | Buy |
+618
| New | +$97.1K | 0.1% | 77 |
|
Other funds holding AMGN
VCM
VPM
Jackson Grant Investment Advisers's AMGN Position: Q1 2026 in Review
Jackson Grant Investment Advisers increased its Amgen (AMGN) stake by 0.04% in Q1 2026, buying an estimated $356 and bringing the position to 2,381 shares worth $838K. The position accounts for 0.28% of the portfolio, ranked #59.
Jackson Grant Investment Advisers first reported a position in AMGN in Q4 2015 and has held it in 42 quarters since. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Jackson Grant Investment Advisers held 2,381 shares of Amgen worth $838K as of Q1 2026.
- Jackson Grant Investment Advisers bought 1 Amgen share in Q1 2026, an estimated $356.
- Amgen made up 0.28% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #59 holding.
- Jackson Grant Investment Advisers first reported a position in Amgen in Q4 2015 and has held it in 42 quarters since.
- 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.