Mascoma 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
Q2 | $311K | Hold |
858
| – | – | 0.06% | 74 |
|
|
2026
Q1 | $302K | Sell |
858
-27
| -3% | -$9.63K | 0.06% | 73 |
|
|
2025
Q4 | $290K | Buy |
885
+5
| +0.6% | +$1.59K | 0.06% | 73 |
|
|
2025
Q3 | $248K | Hold |
880
| – | – | 0.05% | 84 |
|
|
2025
Q2 | $246K | Hold |
880
| – | – | 0.06% | 82 |
|
|
2025
Q1 | $274K | Sell |
880
-100
| -10% | -$29.5K | 0.07% | 76 |
|
|
2024
Q4 | $255K | Hold |
980
| – | – | 0.06% | 88 |
|
|
2024
Q3 | $316K | Sell |
980
-30
| -3% | -$9.81K | 0.08% | 75 |
|
|
2024
Q2 | $316K | Sell |
1,010
-823
| -45% | -$242K | 0.08% | 73 |
|
|
2024
Q1 | $521K | Sell |
1,833
-937
| -34% | -$274K | 0.15% | 52 |
|
|
2023
Q4 | $798K | Sell |
2,770
-1,323
| -32% | -$360K | 0.24% | 44 |
|
|
2023
Q3 | $1.1M | Sell |
4,093
-167
| -4% | -$41.7K | 0.34% | 38 |
|
|
2023
Q2 | $1.11M | Buy |
4,260
+290
| +7% | +$67.3K | 0.34% | 39 |
|
|
2023
Q1 | $952K | Sell |
3,970
-35
| -0.9% | -$8.59K | 0.28% | 46 |
|
|
2022
Q4 | $1.05M | Buy |
4,005
+190
| +5% | +$50.9K | 0.33% | 44 |
|
|
2022
Q3 | $860K | Sell |
3,815
-100
| -3% | -$24.2K | 0.3% | 51 |
|
|
2022
Q2 | $953K | Hold |
3,915
| – | – | 0.33% | 50 |
|
|
2022
Q1 | $947K | Sell |
3,915
-40
| -1% | -$9.19K | 0.3% | 52 |
|
|
2021
Q4 | $890K | Sell |
3,955
-442
| -10% | -$93.3K | 0.31% | 50 |
|
|
2021
Q3 | $935K | Sell |
4,397
-455
| -9% | -$105K | 0.36% | 46 |
|
|
2021
Q2 | $1.18M | Sell |
4,852
-149
| -3% | -$36.7K | 0.51% | 36 |
|
|
2021
Q1 | $1.24M | Buy |
5,001
+716
| +17% | +$171K | 0.54% | 33 |
|
|
2020
Q4 | $985K | Buy |
+4,285
| New | +$988K | 0.49% | 37 |
|
|
2019
Q3 | $762K | Buy |
3,939
+250
| +7% | +$48K | 0.48% | 41 |
|
|
2019
Q2 | $680K | Buy |
3,689
+250
| +7% | +$44.8K | 0.43% | 37 |
|
|
2019
Q1 | $653K | Buy |
3,439
+425
| +14% | +$81.2K | 0.44% | 31 |
|
|
2018
Q4 | $587K | Buy |
3,014
+311
| +12% | +$60.7K | 0.45% | 32 |
|
|
2018
Q3 | $560K | Sell |
2,703
-1,258
| -32% | -$248K | 0.37% | 36 |
|
|
2018
Q2 | $731K | Buy |
3,961
+101
| +3% | +$17.9K | 0.51% | 30 |
|
|
2018
Q1 | $658K | Buy |
3,860
+81
| +2% | +$14.9K | 0.43% | 31 |
|
|
2017
Q4 | $707K | Buy |
3,779
+950
| +34% | +$168K | 0.44% | 29 |
|
|
2017
Q3 | $527K | Buy |
2,829
+1,304
| +86% | +$231K | 0.35% | 39 |
|
|
2017
Q2 | $263K | Buy |
1,525
+1,005
| +193% | +$163K | 0.18% | 58 |
|
|
2017
Q1 | $85K | Hold |
520
| – | – | 0.06% | 112 |
|
|
2016
Q4 | $76K | Buy |
+520
| New | +$78.3K | 0.06% | 118 |
|
Other funds holding AMGN
Mascoma Wealth Management's AMGN Position: Q2 2026 in Review
Mascoma Wealth Management held its Amgen (AMGN) position steady in Q2 2026 at 858 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #74.
Mascoma Wealth Management first reported a position in AMGN in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.24M in Q1 2021. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Mascoma Wealth Management held 858 shares of Amgen worth $311K as of Q2 2026.
- Mascoma Wealth Management left its Amgen share count unchanged in Q2 2026.
- Amgen made up 0.06% of Mascoma Wealth Management's portfolio in Q2 2026, its #74 holding.
- Mascoma Wealth Management first reported a position in Amgen in Q4 2016 and has held it in 35 quarters since.
- Mascoma Wealth Management's Amgen position peaked at $1.24M in Q1 2021.
- 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.