Lee Financial’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.13M | Sell |
3,200
-14
| -0.4% | -$4.99K | 0.16% | 64 |
|
|
2025
Q4 | $1.05M | Sell |
3,214
-604
| -16% | -$192K | 0.14% | 73 |
|
|
2025
Q3 | $1.08M | Buy |
3,818
+167
| +5% | +$48.4K | 0.14% | 88 |
|
|
2025
Q2 | $1.02M | Buy |
3,651
+83
| +2% | +$23.5K | 0.15% | 73 |
|
|
2025
Q1 | $1.11M | Sell |
3,568
-542
| -13% | -$160K | 0.17% | 64 |
|
|
2024
Q4 | $1.07M | Buy |
4,110
+627
| +18% | +$186K | 0.15% | 79 |
|
|
2024
Q3 | $1.12M | Sell |
3,483
-87
| -2% | -$28.5K | 0.16% | 72 |
|
|
2024
Q2 | $1.12M | Sell |
3,570
-199
| -5% | -$58.5K | 0.18% | 64 |
|
|
2024
Q1 | $1.07M | Sell |
3,769
-35
| -0.9% | -$10.2K | 0.18% | 71 |
|
|
2023
Q4 | $1.1M | Buy |
3,804
+22
| +0.6% | +$5.99K | 0.19% | 59 |
|
|
2023
Q3 | $1.02M | Buy |
3,782
+3,278
| +650% | +$818K | 0.19% | 54 |
|
|
2023
Q2 | $112K | Sell |
504
-23
| -4% | -$5.34K | 0.02% | 157 |
|
|
2023
Q1 | $127K | Buy |
527
+63
| +14% | +$15.5K | 0.02% | 154 |
|
|
2022
Q4 | $122K | Hold |
464
| – | – | 0.02% | 178 |
|
|
2022
Q3 | $105K | Buy |
464
+2
| +0.4% | +$485 | 0.02% | 183 |
|
|
2022
Q2 | $113K | Buy |
462
+12
| +3% | +$2.94K | 0.02% | 180 |
|
|
2022
Q1 | $109K | Sell |
450
-2
| -0.4% | -$460 | 0.02% | 182 |
|
|
2021
Q4 | $102K | Sell |
452
-28
| -6% | -$5.91K | 0.02% | 188 |
|
|
2021
Q3 | $102K | Sell |
480
-5,824
| -92% | -$1.34M | 0.02% | 179 |
|
|
2021
Q2 | $1.54M | Sell |
6,304
-174
| -3% | -$42.8K | 0.33% | 47 |
|
|
2021
Q1 | $1.61M | Buy |
6,478
+228
| +4% | +$54.4K | 0.38% | 43 |
|
|
2020
Q4 | $1.44M | Sell |
6,250
-58
| -0.9% | -$13.4K | 0.37% | 41 |
|
|
2020
Q3 | $1.6M | Sell |
6,308
-983
| -13% | -$244K | 0.45% | 38 |
|
|
2020
Q2 | $1.72M | Sell |
7,291
-104
| -1% | -$23.7K | 0.48% | 37 |
|
|
2020
Q1 | $1.5M | Sell |
7,395
-230
| -3% | -$50.2K | 0.5% | 35 |
|
|
2019
Q4 | $1.84M | Buy |
7,625
+30
| +0.4% | +$6.61K | 0.4% | 34 |
|
|
2019
Q3 | $1.47M | Sell |
7,595
-300
| -4% | -$57.6K | 0.33% | 40 |
|
|
2019
Q2 | $1.46M | Sell |
7,895
-49
| -0.6% | -$8.77K | 0.33% | 40 |
|
|
2019
Q1 | $1.51M | Buy |
7,944
+408
| +5% | +$77.9K | 0.35% | 37 |
|
|
2018
Q4 | $1.47M | Sell |
7,536
-113
| -1% | -$22K | 0.39% | 33 |
|
|
2018
Q3 | $1.59M | Sell |
7,649
-357
| -4% | -$70.4K | 0.39% | 35 |
|
|
2018
Q2 | $1.48M | Sell |
8,006
-54
| -0.7% | -$9.55K | 0.35% | 41 |
|
|
2018
Q1 | $1.37M | Buy |
8,060
+83
| +1% | +$15.2K | 0.35% | 46 |
|
|
2017
Q4 | $1.39M | Buy |
7,977
+7,563
| +1,827% | +$1.34M | 0.4% | 47 |
|
|
2017
Q3 | $77K | Hold |
414
| – | – | 0.02% | 156 |
|
|
2017
Q2 | $71K | Buy |
414
+314
| +314% | +$51.1K | 0.03% | 171 |
|
|
2017
Q1 | $16K | Hold |
100
| – | – | 0.01% | 225 |
|
|
2016
Q4 | $15K | Buy |
+100
| New | +$15.1K | 0.01% | 244 |
|
Other funds holding AMGN
VCM
VPM
Lee Financial's AMGN Position: Q1 2026 in Review
Lee Financial reduced its Amgen (AMGN) stake by 0.44% in Q1 2026, selling an estimated $4.99K and leaving 3,200 shares worth $1.13M. The position accounts for 0.16% of the portfolio, ranked #64.
Lee Financial first reported a position in AMGN in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.84M in Q4 2019. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Lee Financial held 3,200 shares of Amgen worth $1.13M as of Q1 2026.
- Lee Financial sold 14 Amgen shares in Q1 2026, an estimated $4.99K.
- Amgen made up 0.16% of Lee Financial's portfolio in Q1 2026, its #64 holding.
- Lee Financial first reported a position in Amgen in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's Amgen position peaked at $1.84M in Q4 2019.
- 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.