Johnson & White 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
Q3
$1.36M Sell
3,215
-18
-0.6% -$7.17K 0.49% 45
2026
Q2
$1.17M Sell
3,233
-27
-0.8% -$9.24K 0.44% 51
2026
Q1
$1.15M Buy
3,260
+38
+1% +$13.5K 0.49% 43
2025
Q4
$1.05M Sell
3,222
-8
-0.2% -$2.54K 0.46% 48
2025
Q3
$912K Buy
3,230
+1,031
+47% +$299K 0.42% 50
2025
Q2
$614K Buy
2,199
+129
+6% +$36.5K 0.31% 63
2025
Q1
$645K Buy
2,070
+1
+0% +$295 0.36% 58
2024
Q4
$536K Buy
2,069
+1,069
+107% +$317K 0.32% 60
2024
Q3
$322K Hold
1,000
– – 0.28% 43
2024
Q2
$312K Hold
1,000
– – 0.3% 42
2024
Q1
$284K Hold
1,000
– – 0.21% 66
2023
Q4
$288K Hold
1,000
– – 0.24% 66
2023
Q3
$269K Buy
+1,000
New +$250K 0.24% 64
2023
Q2
– Sell
-1,005
Closed -$243K – 38
2023
Q1
$243K Buy
+1,005
New +$247K 0.22% 66
2022
Q4
– Sell
-1,005
Closed -$227K – 79
2022
Q3
$227K Buy
+1,005
New +$244K 0.26% 69

Other funds holding AMGN

Johnson & White Wealth Management's AMGN Position: Q3 2026 in Review

Johnson & White Wealth Management reduced its Amgen (AMGN) stake by 0.56% in Q3 2026, selling an estimated $7.17K and leaving 3,215 shares worth $1.36M. The position accounts for 0.49% of the portfolio, ranked #45.

Johnson & White Wealth Management first reported a position in AMGN in Q3 2022 and has held it in 15 quarters since. 2,843 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Johnson & White Wealth Management held 3,215 shares of Amgen worth $1.36M as of Q3 2026.
  • Johnson & White Wealth Management sold 18 Amgen shares in Q3 2026, an estimated $7.17K.
  • Amgen made up 0.49% of Johnson & White Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Johnson & White Wealth Management first reported a position in Amgen in Q3 2022 and has held it in 15 quarters since.
  • 2,843 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.