James Investment Research’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
$1.58M Buy
4,371
+167
+4% +$57.2K 0.16% 131
2026
Q1
$1.48M Buy
4,204
+108
+3% +$38.5K 0.17% 131
2025
Q4
$1.34M Buy
4,096
+11
+0.3% +$3.49K 0.15% 132
2025
Q3
$1.15M Sell
4,085
-2
-0% -$580 0.13% 147
2025
Q2
$1.14M Sell
4,087
-1
-0% -$283 0.14% 138
2025
Q1
$1.27M Buy
4,088
+22
+0.5% +$6.5K 0.16% 128
2024
Q4
$1.06M Sell
4,066
-43
-1% -$12.8K 0.13% 147
2024
Q3
$1.32M Buy
4,109
+116
+3% +$37.9K 0.15% 132
2024
Q2
$1.25M Sell
3,993
-32
-0.8% -$9.4K 0.15% 132
2024
Q1
$1.14M Sell
4,025
-16
-0.4% -$4.68K 0.14% 140
2023
Q4
$1.16M Sell
4,041
-143
-3% -$39K 0.15% 139
2023
Q3
$1.12M Buy
4,184
+99
+2% +$24.7K 0.15% 126
2023
Q2
$907K Buy
4,085
+647
+19% +$150K 0.12% 140
2023
Q1
$831K Sell
3,438
-707
-17% -$174K 0.11% 143
2022
Q4
$1.09M Buy
4,145
+104
+3% +$27.9K 0.15% 121
2022
Q3
$911K Buy
4,041
+236
+6% +$57.2K 0.13% 131
2022
Q2
$926K Buy
3,805
+538
+16% +$132K 0.12% 134
2022
Q1
$790K Buy
3,267
+229
+8% +$52.6K 0.08% 164
2021
Q4
$683K Sell
3,038
-200
-6% -$42.2K 0.06% 185
2021
Q3
$689K Sell
3,238
-191
-6% -$44K 0.06% 176
2021
Q2
$836K Sell
3,429
-136
-4% -$33.5K 0.07% 169
2021
Q1
$887K Sell
3,565
-17,388
-83% -$4.15M 0.08% 158
2020
Q4
$4.82M Sell
20,953
-35,387
-63% -$8.16M 0.43% 79
2020
Q3
$14.3M Sell
56,340
-4,350
-7% -$1.08M 1.32% 17
2020
Q2
$14.3M Sell
60,690
-1,604
-3% -$366K 1.34% 16
2020
Q1
$12.6M Buy
62,294
+2,854
+5% +$623K 1.31% 16
2019
Q4
$14.3M Buy
59,440
+1,901
+3% +$419K 1% 23
2019
Q3
$11.1M Sell
57,539
-3,810
-6% -$731K 0.81% 31
2019
Q2
$11.3M Sell
61,349
-3,600
-6% -$645K 0.82% 34
2019
Q1
$12.3M Buy
64,949
+2,196
+3% +$419K 0.81% 36
2018
Q4
$12.2M Buy
62,753
+1,194
+2% +$233K 0.76% 30
2018
Q3
$12.8M Sell
61,559
-18,010
-23% -$3.55M 0.52% 42
2018
Q2
$14.7M Buy
79,569
+13,620
+21% +$2.41M 0.56% 39
2018
Q1
$11.2M Buy
65,949
+34,173
+108% +$6.27M 0.42% 61
2017
Q4
$5.53M Sell
31,776
-2,705
-8% -$479K 0.19% 107
2017
Q3
$6.43M Buy
34,481
+20,201
+141% +$3.58M 0.22% 99
2017
Q2
$2.46M Buy
14,280
+3,760
+36% +$612K 0.08% 175
2017
Q1
$1.73M Buy
10,520
+5,920
+129% +$984K 0.05% 260
2016
Q4
$673K Sell
4,600
-67,751
-94% -$10.2M 0.02% 280
2016
Q3
$12.1M Buy
72,351
+67,731
+1,466% +$11.5M 0.32% 101
2016
Q2
$703K Sell
4,620
-650
-12% -$101K 0.02% 234
2016
Q1
$790K Sell
5,270
-100
-2% -$14.9K 0.02% 220
2015
Q4
$872K Sell
5,370
-27,994
-84% -$4.4M 0.02% 222
2015
Q3
$4.62M Sell
33,364
-45,211
-58% -$7.13M 0.12% 136
2015
Q2
$12.1M Buy
78,575
+5,043
+7% +$808K 0.28% 104
2015
Q1
$11.8M Buy
73,532
+69,572
+1,757% +$11M 0.28% 103
2014
Q4
$631K Buy
3,960
+1,030
+35% +$160K 0.02% 258
2014
Q3
$412K Sell
2,930
-1,480
-34% -$193K 0.01% 284
2014
Q2
$522K Sell
4,410
-2,830
-39% -$328K 0.02% 268
2014
Q1
$893K Buy
7,240
+1,185
+20% +$144K 0.03% 234
2013
Q4
$691K Buy
6,055
+1,350
+29% +$154K 0.02% 252
2013
Q3
$527K Buy
4,705
+2,617
+125% +$284K 0.02% 259
2013
Q2
$206K Buy
+2,088
New +$217K 0.01% 295

Other funds holding AMGN

James Investment Research's AMGN Position: Q2 2026 in Review

James Investment Research increased its Amgen (AMGN) stake by 4% in Q2 2026, buying an estimated $57.2K and bringing the position to 4,371 shares worth $1.58M. The position accounts for 0.16% of the portfolio, ranked #131.

James Investment Research first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.7M in Q2 2018. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • James Investment Research held 4,371 shares of Amgen worth $1.58M as of Q2 2026.
  • James Investment Research bought 167 Amgen shares in Q2 2026, an estimated $57.2K.
  • Amgen made up 0.16% of James Investment Research's portfolio in Q2 2026, its #131 holding.
  • James Investment Research first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
  • James Investment Research's Amgen position peaked at $14.7M in Q2 2018.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.