Legacy Financial Advisors’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 | $1.19M | Buy |
3,381
+277
| +9% | +$98.7K | 0.17% | 108 |
|
|
2025
Q4 | $1.02M | Sell |
3,104
-154
| -5% | -$48.9K | 0.14% | 128 |
|
|
2025
Q3 | $919K | Sell |
3,258
-63
| -2% | -$18.3K | 0.13% | 136 |
|
|
2025
Q2 | $927K | Sell |
3,321
-3,272
| -50% | -$927K | 0.14% | 115 |
|
|
2025
Q1 | $2.05M | Sell |
6,593
-3
| -0% | -$886 | 0.34% | 48 |
|
|
2024
Q4 | $1.72M | Buy |
6,596
+948
| +17% | +$281K | 0.28% | 58 |
|
|
2024
Q3 | $1.82M | Buy |
5,648
+41
| +0.7% | +$13.4K | 0.31% | 55 |
|
|
2024
Q2 | $1.75M | Buy |
5,607
+4
| +0.1% | +$1.18K | 0.31% | 49 |
|
|
2024
Q1 | $1.59M | Buy |
5,603
+105
| +2% | +$30.7K | 0.29% | 62 |
|
|
2023
Q4 | $1.58M | Buy |
5,498
+199
| +4% | +$54.2K | 0.3% | 54 |
|
|
2023
Q3 | $1.42M | Buy |
5,299
+535
| +11% | +$134K | 0.29% | 50 |
|
|
2023
Q2 | $1.06M | Buy |
4,764
+39
| +0.8% | +$9.05K | 0.2% | 66 |
|
|
2023
Q1 | $1.14M | Buy |
4,725
+280
| +6% | +$68.7K | 0.23% | 54 |
|
|
2022
Q4 | $1.17M | Buy |
4,445
+462
| +12% | +$124K | 0.25% | 48 |
|
|
2022
Q3 | $898K | Buy |
3,983
+46
| +1% | +$11.2K | 0.21% | 56 |
|
|
2022
Q2 | $958K | Buy |
3,937
+369
| +10% | +$90.4K | 0.24% | 47 |
|
|
2022
Q1 | $863K | Buy |
3,568
+151
| +4% | +$34.7K | 0.19% | 59 |
|
|
2021
Q4 | $769K | Buy |
3,417
+450
| +15% | +$95K | 0.18% | 60 |
|
|
2021
Q3 | $631K | Sell |
2,967
-82
| -3% | -$18.9K | 0.15% | 61 |
|
|
2021
Q2 | $743K | Sell |
3,049
-28
| -0.9% | -$6.89K | 0.19% | 46 |
|
|
2021
Q1 | $766K | Buy |
3,077
+407
| +15% | +$97.1K | 0.21% | 44 |
|
|
2020
Q4 | $613K | Buy |
2,670
+122
| +5% | +$28.1K | 0.17% | 52 |
|
|
2020
Q3 | $648K | Buy |
+2,548
| New | +$631K | 0.2% | 47 |
|
|
2020
Q1 | – | Sell |
-1,381
| Closed | -$333K | – | 61 |
|
|
2019
Q4 | $333K | Sell |
1,381
-4
| -0.3% | -$882 | 0.11% | 88 |
|
|
2019
Q3 | $268K | Buy |
1,385
+44
| +3% | +$8.45K | 0.09% | 95 |
|
|
2019
Q2 | $247K | Sell |
1,341
-68
| -5% | -$12.2K | 0.09% | 102 |
|
|
2019
Q1 | $268K | Buy |
1,409
+695
| +97% | +$133K | 0.09% | 95 |
|
|
2018
Q4 | $139K | Buy |
714
+31
| +5% | +$6.05K | 0.05% | 122 |
|
|
2018
Q3 | $141K | Sell |
683
-42
| -6% | -$8.28K | 0.05% | 135 |
|
|
2018
Q2 | $142K | Buy |
725
+42
| +6% | +$7.43K | 0.05% | 130 |
|
|
2018
Q1 | $118K | Buy |
683
+18
| +3% | +$3.3K | 0.05% | 151 |
|
|
2017
Q4 | $115K | Buy |
+665
| New | +$118K | 0.05% | 168 |
|
Other funds holding AMGN
VCM
VPM
Legacy Financial Advisors's AMGN Position: Q1 2026 in Review
Legacy Financial Advisors increased its Amgen (AMGN) stake by 8.9% in Q1 2026, buying an estimated $98.7K and bringing the position to 3,381 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #108.
Legacy Financial Advisors first reported a position in AMGN in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.05M in Q1 2025. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Legacy Financial Advisors held 3,381 shares of Amgen worth $1.19M as of Q1 2026.
- Legacy Financial Advisors bought 277 Amgen shares in Q1 2026, an estimated $98.7K.
- Amgen made up 0.17% of Legacy Financial Advisors's portfolio in Q1 2026, its #108 holding.
- Legacy Financial Advisors first reported a position in Amgen in Q4 2017 and has held it in 32 quarters since.
- Legacy Financial Advisors's Amgen position peaked at $2.05M in Q1 2025.
- 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.