Joel Isaacson & Co’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 | $2.91M | Sell |
8,040
-16
| -0.2% | -$5.48K | 0.08% | 108 |
|
|
2026
Q1 | $2.83M | Buy |
8,056
+21
| +0.3% | +$7.49K | 0.09% | 102 |
|
|
2025
Q4 | $2.63M | Buy |
8,035
+37
| +0.5% | +$11.7K | 0.09% | 106 |
|
|
2025
Q3 | $2.26M | Buy |
7,998
+1,800
| +29% | +$522K | 0.08% | 114 |
|
|
2025
Q2 | $1.73M | Buy |
6,198
+149
| +2% | +$42.2K | 0.07% | 119 |
|
|
2025
Q1 | $1.88M | Hold |
6,049
| – | – | 0.09% | 110 |
|
|
2024
Q4 | $1.58M | Hold |
6,049
| – | – | 0.07% | 113 |
|
|
2024
Q3 | $1.95M | Sell |
6,049
-306
| -5% | -$100K | 0.09% | 99 |
|
|
2024
Q2 | $1.99M | Hold |
6,355
| – | – | 0.1% | 93 |
|
|
2024
Q1 | $1.81M | Buy |
6,355
+1,691
| +36% | +$495K | 0.1% | 94 |
|
|
2023
Q4 | $1.34M | Buy |
4,664
+73
| +2% | +$19.9K | 0.08% | 103 |
|
|
2023
Q3 | $1.23M | Hold |
4,591
| – | – | 0.08% | 98 |
|
|
2023
Q2 | $1.02M | Buy |
4,591
+49
| +1% | +$11.4K | 0.07% | 120 |
|
|
2023
Q1 | $1.1M | Hold |
4,542
| – | – | 0.08% | 110 |
|
|
2022
Q4 | $1.19M | Hold |
4,542
| – | – | 0.09% | 94 |
|
|
2022
Q3 | $1.02M | Buy |
4,542
+1,010
| +29% | +$245K | 0.09% | 103 |
|
|
2022
Q2 | $859K | Hold |
3,532
| – | – | 0.07% | 112 |
|
|
2022
Q1 | $890K | Sell |
3,532
-14
| -0.4% | -$3.22K | 0.07% | 121 |
|
|
2021
Q4 | $798K | Sell |
3,546
-6
| -0.2% | -$1.27K | 0.05% | 143 |
|
|
2021
Q3 | $755K | Buy |
3,552
+11
| +0.3% | +$2.53K | 0.06% | 142 |
|
|
2021
Q2 | $863K | Buy |
3,541
+184
| +5% | +$45.3K | 0.07% | 120 |
|
|
2021
Q1 | $835K | Hold |
3,357
| – | – | 0.07% | 112 |
|
|
2020
Q4 | $772K | Sell |
3,357
-130
| -4% | -$30K | 0.08% | 107 |
|
|
2020
Q3 | $886K | Buy |
3,487
+91
| +3% | +$22.5K | 0.12% | 85 |
|
|
2020
Q2 | $801K | Buy |
3,396
+47
| +1% | +$10.7K | 0.11% | 84 |
|
|
2020
Q1 | $679K | Buy |
3,349
+26
| +0.8% | +$5.68K | 0.12% | 79 |
|
|
2019
Q4 | $801K | Hold |
3,323
| – | – | 0.11% | 89 |
|
|
2019
Q3 | $643K | Sell |
3,323
-17
| -0.5% | -$3.26K | 0.09% | 96 |
|
|
2019
Q2 | $615K | Sell |
3,340
-67
| -2% | -$12K | 0.09% | 106 |
|
|
2019
Q1 | $647K | Sell |
3,407
-25
| -0.7% | -$4.77K | 0.09% | 114 |
|
|
2018
Q4 | $688K | Buy |
3,432
+111
| +3% | +$21.7K | 0.11% | 105 |
|
|
2018
Q3 | $688K | Hold |
3,321
| – | – | 0.11% | 95 |
|
|
2018
Q2 | $613K | Sell |
3,321
-500
| -13% | -$88.4K | 0.1% | 100 |
|
|
2018
Q1 | $651K | Buy |
3,821
+443
| +13% | +$81.3K | 0.11% | 96 |
|
|
2017
Q4 | $587K | Hold |
3,378
| – | – | 0.1% | 100 |
|
|
2017
Q3 | $630K | Buy |
3,378
+400
| +13% | +$70.9K | 0.12% | 90 |
|
|
2017
Q2 | $513K | Sell |
2,978
-150
| -5% | -$24.4K | 0.1% | 95 |
|
|
2017
Q1 | $513K | Sell |
3,128
-43
| -1% | -$7.14K | 0.1% | 90 |
|
|
2016
Q4 | $464K | Sell |
3,171
-218
| -6% | -$32.8K | 0.09% | 91 |
|
|
2016
Q3 | $565K | Sell |
3,389
-99
| -3% | -$16.7K | 0.12% | 80 |
|
|
2016
Q2 | $531K | Sell |
3,488
-956
| -22% | -$149K | 0.11% | 80 |
|
|
2016
Q1 | $666K | Buy |
4,444
+2
| +0% | +$297 | 0.15% | 69 |
|
|
2015
Q4 | $721K | Buy |
4,442
+373
| +9% | +$58.6K | 0.18% | 62 |
|
|
2015
Q3 | $563K | Buy |
4,069
+46
| +1% | +$7.25K | 0.15% | 65 |
|
|
2015
Q2 | $618K | Buy |
4,023
+8
| +0.2% | +$1.28K | 0.16% | 70 |
|
|
2015
Q1 | $642K | Buy |
4,015
+1,379
| +52% | +$217K | 0.16% | 67 |
|
|
2014
Q4 | $420K | Buy |
2,636
+1
| +0% | +$156 | 0.11% | 85 |
|
|
2014
Q3 | $370K | Buy |
2,635
+150
| +6% | +$19.6K | 0.11% | 78 |
|
|
2014
Q2 | $294K | Buy |
2,485
+686
| +38% | +$79.4K | 0.09% | 97 |
|
|
2014
Q1 | $222K | Buy |
1,799
+1
| +0.1% | +$121 | 0.07% | 110 |
|
|
2013
Q4 | $205K | Hold |
1,798
| – | – | 0.07% | 109 |
|
|
2013
Q3 | $201K | Buy |
1,798
+806
| +81% | +$87.4K | 0.08% | 104 |
|
|
2013
Q2 | $98K | Buy |
+992
| New | +$103K | 0.05% | 148 |
|
Other funds holding AMGN
Joel Isaacson & Co's AMGN Position: Q2 2026 in Review
Joel Isaacson & Co reduced its Amgen (AMGN) stake by 0.2% in Q2 2026, selling an estimated $5.48K and leaving 8,040 shares worth $2.91M. The position accounts for 0.08% of the portfolio, ranked #108.
Joel Isaacson & Co first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Joel Isaacson & Co held 8,040 shares of Amgen worth $2.91M as of Q2 2026.
- Joel Isaacson & Co sold 16 Amgen shares in Q2 2026, an estimated $5.48K.
- Amgen made up 0.08% of Joel Isaacson & Co's portfolio in Q2 2026, its #108 holding.
- Joel Isaacson & Co first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
- 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.