LVW 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
Q2 | $2.61M | Sell |
7,208
-468
| -6% | -$160K | 0.23% | 63 |
|
|
2026
Q1 | $2.7M | Sell |
7,676
-1,448
| -16% | -$516K | 0.26% | 52 |
|
|
2025
Q4 | $2.99M | Buy |
9,124
+2,798
| +44% | +$888K | 0.3% | 44 |
|
|
2025
Q3 | $1.79M | Buy |
6,326
+228
| +4% | +$66.1K | 0.18% | 74 |
|
|
2025
Q2 | $1.7M | Buy |
6,098
+533
| +10% | +$151K | 0.19% | 76 |
|
|
2025
Q1 | $1.73M | Sell |
5,565
-641
| -10% | -$189K | 0.21% | 70 |
|
|
2024
Q4 | $1.62M | Sell |
6,206
-850
| -12% | -$252K | 0.19% | 75 |
|
|
2024
Q3 | $2.27M | Sell |
7,056
-295
| -4% | -$96.5K | 0.29% | 53 |
|
|
2024
Q2 | $2.3M | Sell |
7,351
-141
| -2% | -$41.4K | 0.34% | 46 |
|
|
2024
Q1 | $2.13M | Sell |
7,492
-2,408
| -24% | -$705K | 0.36% | 45 |
|
|
2023
Q4 | $2.85M | Sell |
9,900
-2,728
| -22% | -$743K | 0.53% | 34 |
|
|
2023
Q3 | $3.39M | Sell |
12,628
-4,438
| -26% | -$1.11M | 0.7% | 32 |
|
|
2023
Q2 | $3.79M | Sell |
17,066
-1,408
| -8% | -$327K | 0.73% | 34 |
|
|
2023
Q1 | $4.47M | Buy |
18,474
+524
| +3% | +$129K | 0.87% | 27 |
|
|
2022
Q4 | $4.71M | Sell |
17,950
-77
| -0.4% | -$20.6K | 0.96% | 23 |
|
|
2022
Q3 | $4.06M | Buy |
18,027
+361
| +2% | +$87.5K | 0.91% | 27 |
|
|
2022
Q2 | $4.3M | Sell |
17,666
-410
| -2% | -$100K | 0.87% | 29 |
|
|
2022
Q1 | $4.37M | Buy |
18,076
+1,222
| +7% | +$281K | 0.74% | 35 |
|
|
2021
Q4 | $3.79M | Buy |
16,854
+3,340
| +25% | +$705K | 0.65% | 42 |
|
|
2021
Q3 | $2.87M | Buy |
13,514
+955
| +8% | +$220K | 0.5% | 55 |
|
|
2021
Q2 | $3.06M | Buy |
12,559
+27
| +0.2% | +$6.64K | 0.54% | 51 |
|
|
2021
Q1 | $3.12M | Sell |
12,532
-26
| -0.2% | -$6.2K | 0.6% | 47 |
|
|
2020
Q4 | $2.89M | Buy |
12,558
+97
| +0.8% | +$22.4K | 0.58% | 47 |
|
|
2020
Q3 | $3.17M | Sell |
12,461
-580
| -4% | -$144K | 0.7% | 39 |
|
|
2020
Q2 | $3.08M | Buy |
13,041
+386
| +3% | +$88.1K | 0.74% | 41 |
|
|
2020
Q1 | $2.57M | Buy |
12,655
+1,523
| +14% | +$333K | 0.68% | 44 |
|
|
2019
Q4 | $2.68M | Sell |
11,132
-42
| -0.4% | -$9.26K | 0.61% | 49 |
|
|
2019
Q3 | $2.16M | Buy |
11,174
+8,236
| +280% | +$1.58M | 0.54% | 52 |
|
|
2019
Q2 | $541K | Buy |
+2,938
| New | +$526K | 0.15% | 90 |
|
|
2019
Q1 | – | Sell |
-1,119
| Closed | -$218K | – | 173 |
|
|
2018
Q4 | $218K | Buy |
1,119
+60
| +6% | +$11.7K | 0.07% | 146 |
|
|
2018
Q3 | $220K | Buy |
+1,059
| New | +$209K | 0.06% | 149 |
|
|
2016
Q4 | – | Sell |
-1,481
| Closed | -$247K | – | 142 |
|
|
2016
Q3 | $247K | Buy |
1,481
+20
| +1% | +$3.38K | 0.08% | 122 |
|
|
2016
Q2 | $222K | Sell |
1,461
-179
| -11% | -$27.8K | 0.08% | 120 |
|
|
2016
Q1 | $246K | Sell |
1,640
-133
| -8% | -$19.8K | 0.08% | 130 |
|
|
2015
Q4 | $288K | Buy |
1,773
+277
| +19% | +$43.5K | 0.11% | 116 |
|
|
2015
Q3 | $207K | Buy |
+1,496
| New | +$236K | 0.1% | 131 |
|
Other funds holding AMGN
FFM
LVW Advisors's AMGN Position: Q2 2026 in Review
LVW Advisors reduced its Amgen (AMGN) stake by 6.1% in Q2 2026, selling an estimated $160K and leaving 7,208 shares worth $2.61M. The position accounts for 0.23% of the portfolio, ranked #63.
LVW Advisors first reported a position in AMGN in Q3 2015 and has held it in 36 quarters since. The position peaked at $4.71M in Q4 2022. 1,382 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- LVW Advisors held 7,208 shares of Amgen worth $2.61M as of Q2 2026.
- LVW Advisors sold 468 Amgen shares in Q2 2026, an estimated $160K.
- Amgen made up 0.23% of LVW Advisors's portfolio in Q2 2026, its #63 holding.
- LVW Advisors first reported a position in Amgen in Q3 2015 and has held it in 36 quarters since.
- LVW Advisors's Amgen position peaked at $4.71M in Q4 2022.
- 1,382 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.