JGP Wealth Management’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 | $15.7M | Buy |
43,268
+975
| +2% | +$334K | 1.41% | 12 |
|
|
2026
Q1 | $14.9M | Sell |
42,293
-479
| -1% | -$171K | 1.55% | 13 |
|
|
2025
Q4 | $14M | Buy |
42,772
+20
| +0% | +$6.34K | 1.46% | 15 |
|
|
2025
Q3 | $12.7M | Buy |
42,752
+306
| +0.7% | +$88.7K | 1.41% | 20 |
|
|
2025
Q2 | $11.9M | Sell |
42,446
-175
| -0.4% | -$49.6K | 1.44% | 19 |
|
|
2025
Q1 | $13.3M | Sell |
42,621
-11,849
| -22% | -$3.5M | 1.75% | 14 |
|
|
2024
Q4 | $14.2M | Buy |
54,470
+1,614
| +3% | +$479K | 1.84% | 14 |
|
|
2024
Q3 | $17M | Buy |
52,856
+524
| +1% | +$171K | 2.19% | 11 |
|
|
2024
Q2 | $16.4M | Buy |
52,332
+190
| +0.4% | +$55.8K | 2.33% | 9 |
|
|
2024
Q1 | $14.8M | Sell |
52,142
-2,720
| -5% | -$796K | 2.15% | 9 |
|
|
2023
Q4 | $15.8M | Buy |
54,862
+286
| +0.5% | +$77.9K | 2.35% | 10 |
|
|
2023
Q3 | $14.7M | Buy |
54,576
+1,440
| +3% | +$359K | 2.46% | 8 |
|
|
2023
Q2 | $11.8M | Buy |
53,136
+2,044
| +4% | +$474K | 1.93% | 20 |
|
|
2023
Q1 | $12.4M | Buy |
51,092
+1,333
| +3% | +$327K | 2.17% | 15 |
|
|
2022
Q4 | $13.1M | Buy |
49,759
+1,692
| +4% | +$454K | 2.4% | 9 |
|
|
2022
Q3 | $11M | Buy |
48,067
+1,232
| +3% | +$299K | 2.32% | 8 |
|
|
2022
Q2 | $11.5M | Buy |
46,835
+1,220
| +3% | +$299K | 2.32% | 10 |
|
|
2022
Q1 | $11.5M | Buy |
45,615
+3,555
| +8% | +$817K | 2.12% | 15 |
|
|
2021
Q4 | $9.47M | Buy |
42,060
+3,631
| +9% | +$766K | 1.76% | 22 |
|
|
2021
Q3 | $8.17M | Buy |
38,429
+442
| +1% | +$102K | 1.77% | 24 |
|
|
2021
Q2 | $9.26M | Buy |
37,987
+8,712
| +30% | +$2.14M | 1.99% | 16 |
|
|
2021
Q1 | $7.28M | Hold |
29,275
| – | – | 1.63% | 17 |
|
|
2020
Q4 | $6.95M | Buy |
29,275
+2,692
| +10% | +$621K | 1.61% | 18 |
|
|
2020
Q3 | $6.85M | Buy |
26,583
+793
| +3% | +$196K | 1.82% | 14 |
|
|
2020
Q2 | $6.49M | Buy |
25,790
+1,762
| +7% | +$402K | 1.91% | 11 |
|
|
2020
Q1 | $5.27M | Sell |
24,028
-497
| -2% | -$109K | 1.87% | 17 |
|
|
2019
Q4 | $5.89M | Buy |
24,525
+2,639
| +12% | +$582K | 1.74% | 18 |
|
|
2019
Q3 | $4.14M | Buy |
21,886
+565
| +3% | +$108K | 1.44% | 29 |
|
|
2019
Q2 | $3.93M | Buy |
21,321
+913
| +4% | +$163K | 1.39% | 29 |
|
|
2019
Q1 | $3.88M | Buy |
20,408
+1,265
| +7% | +$242K | 1.47% | 26 |
|
|
2018
Q4 | $3.73M | Buy |
19,143
+494
| +3% | +$96.4K | 1.54% | 18 |
|
|
2018
Q3 | $3.87M | Sell |
18,649
-281
| -1% | -$55.4K | 1.55% | 17 |
|
|
2018
Q2 | $3.49M | Buy |
+18,930
| New | +$3.35M | 1.46% | 21 |
|
Other funds holding AMGN
FFM
SP
BCWM
SMDAM
JGP Wealth Management's AMGN Position: Q2 2026 in Review
JGP Wealth Management increased its Amgen (AMGN) stake by 2.3% in Q2 2026, buying an estimated $334K and bringing the position to 43,268 shares worth $15.7M. The position accounts for 1.41% of the portfolio, ranked #12.
JGP Wealth Management first reported a position in AMGN in Q2 2018 and has held it in 33 quarters since. The position peaked at $17M in Q3 2024. 1,152 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- JGP Wealth Management held 43,268 shares of Amgen worth $15.7M as of Q2 2026.
- JGP Wealth Management bought 975 Amgen shares in Q2 2026, an estimated $334K.
- Amgen made up 1.41% of JGP Wealth Management's portfolio in Q2 2026, its #12 holding.
- JGP Wealth Management first reported a position in Amgen in Q2 2018 and has held it in 33 quarters since.
- JGP Wealth Management's Amgen position peaked at $17M in Q3 2024.
- 1,152 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.