Lyell Wealth Management’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 | $585K | Buy |
1,664
+100
| +6% | +$35.6K | 0.04% | 144 |
|
|
2025
Q4 | $512K | Buy |
1,564
+81
| +5% | +$25.7K | 0.04% | 148 |
|
|
2025
Q3 | $419K | Hold |
1,483
| – | – | 0.03% | 157 |
|
|
2025
Q2 | $414K | Sell |
1,483
-6
| -0.4% | -$1.7K | 0.03% | 158 |
|
|
2025
Q1 | $464K | Sell |
1,489
-14
| -0.9% | -$4.13K | 0.04% | 150 |
|
|
2024
Q4 | $392K | Sell |
1,503
-5
| -0.3% | -$1.48K | 0.04% | 152 |
|
|
2024
Q3 | $486K | Hold |
1,508
| – | – | 0.04% | 145 |
|
|
2024
Q2 | $471K | Sell |
1,508
-1,375
| -48% | -$404K | 0.05% | 142 |
|
|
2024
Q1 | $820K | Buy |
2,883
+27
| +0.9% | +$7.9K | 0.08% | 116 |
|
|
2023
Q4 | $823K | Sell |
2,856
-15
| -0.5% | -$4.09K | 0.09% | 115 |
|
|
2023
Q3 | $772K | Hold |
2,871
| – | – | 0.1% | 110 |
|
|
2023
Q2 | $637K | Sell |
2,871
-60
| -2% | -$13.9K | 0.08% | 124 |
|
|
2023
Q1 | $709K | Sell |
2,931
-434
| -13% | -$107K | 0.1% | 126 |
|
|
2022
Q4 | $884K | Buy |
3,365
+60
| +2% | +$16.1K | 0.14% | 108 |
|
|
2022
Q3 | $745K | Buy |
3,305
+433
| +15% | +$105K | 0.13% | 113 |
|
|
2022
Q2 | $699K | Buy |
2,872
+40
| +1% | +$9.8K | 0.11% | 117 |
|
|
2022
Q1 | $685K | Sell |
2,832
-6
| -0.2% | -$1.38K | 0.09% | 124 |
|
|
2021
Q4 | $638K | Sell |
2,838
-210
| -7% | -$44.3K | 0.07% | 125 |
|
|
2021
Q3 | $648K | Sell |
3,048
-286
| -9% | -$65.8K | 0.08% | 119 |
|
|
2021
Q2 | $813K | Sell |
3,334
-343
| -9% | -$84.4K | 0.1% | 117 |
|
|
2021
Q1 | $915K | Buy |
3,677
+590
| +19% | +$141K | 0.13% | 100 |
|
|
2020
Q4 | $710K | Buy |
3,087
+625
| +25% | +$144K | 0.11% | 95 |
|
|
2020
Q3 | $626K | Buy |
2,462
+441
| +22% | +$109K | 0.12% | 88 |
|
|
2020
Q2 | $477K | Buy |
2,021
+11
| +0.5% | +$2.51K | 0.1% | 87 |
|
|
2020
Q1 | $407K | Hold |
2,010
| – | – | 0.12% | 87 |
|
|
2019
Q4 | $485K | Buy |
2,010
+200
| +11% | +$44.1K | 0.13% | 84 |
|
|
2019
Q3 | $350K | Sell |
1,810
-7,266
| -80% | -$1.39M | 0.11% | 94 |
|
|
2019
Q2 | $1.67M | Sell |
9,076
-9,608
| -51% | -$1.72M | 0.5% | 58 |
|
|
2019
Q1 | $3.55M | Buy |
18,684
+626
| +3% | +$120K | 1.19% | 35 |
|
|
2018
Q4 | $3.52M | Buy |
18,058
+723
| +4% | +$141K | 1.47% | 28 |
|
|
2018
Q3 | $3.59M | Buy |
17,335
+3,865
| +29% | +$762K | 1.21% | 38 |
|
|
2018
Q2 | $2.49M | Buy |
13,470
+15
| +0.1% | +$2.65K | 0.91% | 47 |
|
|
2018
Q1 | $2.29M | Buy |
13,455
+250
| +2% | +$45.9K | 0.85% | 50 |
|
|
2017
Q4 | $2.3M | Sell |
13,205
-200
| -1% | -$35.4K | 0.91% | 47 |
|
|
2017
Q3 | $2.5M | Buy |
13,405
+390
| +3% | +$69.1K | 1.08% | 40 |
|
|
2017
Q2 | $2.24M | Buy |
13,015
+350
| +3% | +$56.9K | 1.09% | 43 |
|
|
2017
Q1 | $2.08M | Buy |
12,665
+240
| +2% | +$39.9K | 1.12% | 43 |
|
|
2016
Q4 | $1.82M | Buy |
+12,425
| New | +$1.87M | 1.13% | 44 |
|
Other funds holding AMGN
VCM
VPM
Lyell Wealth Management's AMGN Position: Q1 2026 in Review
Lyell Wealth Management increased its Amgen (AMGN) stake by 6.4% in Q1 2026, buying an estimated $35.6K and bringing the position to 1,664 shares worth $585K. The position accounts for 0.04% of the portfolio, ranked #144.
Lyell Wealth Management first reported a position in AMGN in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.59M in Q3 2018. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Lyell Wealth Management held 1,664 shares of Amgen worth $585K as of Q1 2026.
- Lyell Wealth Management bought 100 Amgen shares in Q1 2026, an estimated $35.6K.
- Amgen made up 0.04% of Lyell Wealth Management's portfolio in Q1 2026, its #144 holding.
- Lyell Wealth Management first reported a position in Amgen in Q4 2016 and has held it in 38 quarters since.
- Lyell Wealth Management's Amgen position peaked at $3.59M in Q3 2018.
- 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.