Keystone Financial Planning’s Amgen AMGN Stock Holding History

Keystone Financial Planning’s Portfolio AMGN Stock Details AMGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$258K	Hold	612	–	–	0.06%	39
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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Keystone Financial Planning's AMGN Position: Q3 2026 in Review

Keystone Financial Planning held its Amgen (AMGN) position steady in Q3 2026 at 612 shares worth $258K. 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 29 quarters since. The position peaked at $8.2M in Q2 2022. 102 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

Keystone Financial Planning held 612 shares of Amgen worth $258K as of Q3 2026.
Keystone Financial Planning left its Amgen share count unchanged in Q3 2026.
Amgen made up 0.06% of Keystone Financial Planning's portfolio in Q3 2026, its #39 holding.
Keystone Financial Planning first reported a position in Amgen in Q4 2016 and has held it in 29 quarters since.
Keystone Financial Planning's Amgen position peaked at $8.2M in Q2 2022.
102 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Keystone Financial Planning's 13F filing for Q3 2026, filed 8 Oct 2026.