Lineweaver Wealth Advisors
AMGN icon

Lineweaver Wealth Advisors’s Amgen AMGN Stock Holding History

Lineweaver Wealth Advisors’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 		$2.2M Sell
5,221
-2,938
-36% -$1.17M 0.26% 81
2026
Q2 		$2.95M Buy
8,159
+407
+5% +$139K 0.35% 63
2026
Q1 		$2.73M Buy
7,752
+108
+1% +$38.5K 0.37% 58
2025
Q4 		$2.5M Buy
7,644
+491
+7% +$156K 0.34% 58
2025
Q3 		$2.02M Buy
7,153
+822
+13% +$238K 0.3% 65
2025
Q2 		$1.77M Buy
6,331
+688
+12% +$195K 0.28% 74
2025
Q1 		$1.76M Buy
5,643
+731
+15% +$216K 0.3% 67
2024
Q4 		$1.28M Buy
4,912
+3,723
+313% +$1.1M 0.24% 80
2024
Q3 		$383K Buy
1,189
+17
+1% +$5.56K 0.07% 106
2024
Q2 		$367K Sell
1,172
-396
-25% -$116K 0.08% 107
2024
Q1 		$445K Buy
1,568
+9
+0.6% +$2.63K 0.11% 104
2023
Q4 		$449K Sell
1,559
-46
-3% -$12.5K 0.12% 103
2023
Q3 		$431K Buy
1,605
+185
+13% +$46.2K 0.13% 100
2023
Q2 		$316K Sell
1,420
-45
-3% -$10.4K 0.09% 100
2023
Q1 		$354K Buy
1,465
+38
+3% +$9.33K 0.11% 100
2022
Q4 		$374K Sell
1,427
-31
-2% -$8.31K 0.11% 95
2022
Q3 		$328K Sell
1,458
-3
-0.2% -$727 0.11% 101
2022
Q2 		$355K Buy
1,461
+35
+2% +$8.58K 0.12% 97
2022
Q1 		$345K Sell
1,426
-47
-3% -$10.8K 0.1% 108
2021
Q4 		$331K Sell
1,473
-149
-9% -$31.4K 0.1% 106
2021
Q3 		$344K Buy
1,622
+37
+2% +$8.52K 0.11% 99
2021
Q2 		$386K Buy
1,585
+69
+5% +$17K 0.13% 81
2021
Q1 		$377K Buy
1,516
+141
+10% +$33.6K 0.13% 76
2020
Q4 		$316K Buy
1,375
+42
+3% +$9.7K 0.12% 74
2020
Q3 		$338K Buy
1,333
+258
+24% +$63.9K 0.15% 64
2020
Q2 		$253K Buy
+1,075
New +$245K 0.13% 71

Other funds holding AMGN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lineweaver Wealth Advisors's AMGN Position: Q3 2026 in Review

Lineweaver Wealth Advisors reduced its Amgen (AMGN) stake by 36% in Q3 2026, selling an estimated $1.17M and leaving 5,221 shares worth $2.2M. The position accounts for 0.26% of the portfolio, ranked #81.

Lineweaver Wealth Advisors first reported a position in AMGN in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.95M in Q2 2026. 2,617 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Lineweaver Wealth Advisors held 5,221 shares of Amgen worth $2.2M as of Q3 2026.
  • Lineweaver Wealth Advisors sold 2,938 Amgen shares in Q3 2026, an estimated $1.17M.
  • Amgen made up 0.26% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #81 holding.
  • Lineweaver Wealth Advisors first reported a position in Amgen in Q2 2020 and has held it in 26 quarters since.
  • Lineweaver Wealth Advisors's Amgen position peaked at $2.95M in Q2 2026.
  • 2,617 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.