Keystone Financial Planning’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 | $222K | Hold |
612
| – | – | 0.06% | 39 |
|
|
2026
Q1 | $215K | Hold |
612
| – | – | 0.06% | 39 |
|
|
2025
Q4 | $200K | Buy |
+612
| New | +$194K | 0.06% | 44 |
|
|
2023
Q3 | – | Sell |
-30,866
| Closed | -$6.85M | – | 49 |
|
|
2023
Q2 | $6.85M | Buy |
30,866
+351
| +1% | +$81.4K | 2.29% | 14 |
|
|
2023
Q1 | $7.38M | Buy |
+30,515
| New | +$7.49M | 2.51% | 11 |
|
|
2022
Q4 | – | Sell |
-3,264
| Closed | -$736K | – | 45 |
|
|
2022
Q3 | $736K | Sell |
3,264
-30,421
| -90% | -$7.37M | 0.28% | 39 |
|
|
2022
Q2 | $8.2M | Sell |
33,685
-174
| -0.5% | -$42.6K | 2.88% | 7 |
|
|
2022
Q1 | $8.19M | Sell |
33,859
-281
| -0.8% | -$64.6K | 2.74% | 10 |
|
|
2021
Q4 | $7.68M | Buy |
34,140
+32,113
| +1,584% | +$6.78M | 2.62% | 10 |
|
|
2021
Q3 | $431K | Buy |
+2,027
| New | +$467K | 0.16% | 39 |
|
|
2021
Q2 | – | Sell |
-874
| Closed | -$217K | – | 47 |
|
|
2021
Q1 | $217K | Hold |
874
| – | – | 0.08% | 43 |
|
|
2020
Q4 | $201K | Hold |
874
| – | – | 0.08% | 46 |
|
|
2020
Q3 | $222K | Hold |
874
| – | – | 0.11% | 43 |
|
|
2020
Q2 | $206K | Sell |
874
-803
| -48% | -$183K | 0.1% | 45 |
|
|
2020
Q1 | $340K | Sell |
1,677
-16,702
| -91% | -$3.65M | 0.19% | 40 |
|
|
2019
Q4 | $4.43M | Sell |
18,379
-261
| -1% | -$57.5K | 1.98% | 27 |
|
|
2019
Q3 | $3.61M | Sell |
18,640
-292
| -2% | -$56K | 1.72% | 28 |
|
|
2019
Q2 | $3.49M | Sell |
18,932
-307
| -2% | -$55K | 1.71% | 29 |
|
|
2019
Q1 | $3.65M | Sell |
19,239
-6,856
| -26% | -$1.31M | 1.8% | 28 |
|
|
2018
Q4 | $5.08M | Sell |
26,095
-2,225
| -8% | -$434K | 2.84% | 15 |
|
|
2018
Q3 | $5.87M | Buy |
28,320
+344
| +1% | +$67.8K | 3% | 16 |
|
|
2018
Q2 | $5.16M | Buy |
27,976
+1,034
| +4% | +$183K | 2.84% | 20 |
|
|
2018
Q1 | $4.59M | Buy |
26,942
+1,212
| +5% | +$222K | 2.56% | 22 |
|
|
2017
Q4 | $4.47M | Buy |
25,730
+23,297
| +958% | +$4.12M | 2.39% | 22 |
|
|
2017
Q3 | $454K | Hold |
2,433
| – | – | 0.26% | 40 |
|
|
2017
Q2 | $419K | Hold |
2,433
| – | – | 0.25% | 42 |
|
|
2017
Q1 | $399K | Buy |
2,433
+425
| +21% | +$70.6K | 0.25% | 41 |
|
|
2016
Q4 | $294K | Buy |
+2,008
| New | +$302K | 0.19% | 45 |
|
Other funds holding AMGN
Keystone Financial Planning's AMGN Position: Q2 2026 in Review
Keystone Financial Planning held its Amgen (AMGN) position steady in Q2 2026 at 612 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #39.
Keystone Financial Planning first reported a position in AMGN in Q4 2016 and has held it in 28 quarters since. The position peaked at $8.2M in Q2 2022. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Keystone Financial Planning held 612 shares of Amgen worth $222K as of Q2 2026.
- Keystone Financial Planning left its Amgen share count unchanged in Q2 2026.
- Amgen made up 0.06% of Keystone Financial Planning's portfolio in Q2 2026, its #39 holding.
- Keystone Financial Planning first reported a position in Amgen in Q4 2016 and has held it in 28 quarters since.
- Keystone Financial Planning's Amgen position peaked at $8.2M in Q2 2022.
- 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.