Modera 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 | $34.5M | Sell |
95,220
-2,442
| -3% | -$836K | 0.37% | 55 |
|
|
2026
Q1 | $34.4M | Sell |
97,662
-4,769
| -5% | -$1.7M | 0.41% | 53 |
|
|
2025
Q4 | $33.5M | Sell |
102,431
-2,080
| -2% | -$660K | 0.39% | 54 |
|
|
2025
Q3 | $29.5M | Sell |
104,511
-2,434
| -2% | -$706K | 0.34% | 62 |
|
|
2025
Q2 | $29.9M | Sell |
106,945
-1,496
| -1% | -$424K | 0.37% | 59 |
|
|
2025
Q1 | $33.8M | Sell |
108,441
-3,268
| -3% | -$965K | 0.46% | 54 |
|
|
2024
Q4 | $29.1M | Sell |
111,709
-1,499
| -1% | -$445K | 0.35% | 59 |
|
|
2024
Q3 | $36.5M | Sell |
113,208
-7,796
| -6% | -$2.55M | 0.46% | 53 |
|
|
2024
Q2 | $37.8M | Sell |
121,004
-5,872
| -5% | -$1.73M | 0.56% | 45 |
|
|
2024
Q1 | $36.1M | Sell |
126,876
-2,207
| -2% | -$646K | 0.55% | 50 |
|
|
2023
Q4 | $37.2M | Sell |
129,083
-3,601
| -3% | -$981K | 0.62% | 42 |
|
|
2023
Q3 | $35.7M | Sell |
132,684
-8,081
| -6% | -$2.02M | 0.67% | 39 |
|
|
2023
Q2 | $31.3M | Buy |
140,765
+136,899
| +3,541% | +$31.8M | 0.57% | 50 |
|
|
2023
Q1 | $935K | Sell |
3,866
-1,575
| -29% | -$387K | 0.04% | 164 |
|
|
2022
Q4 | $1.43M | Sell |
5,441
-5
| -0.1% | -$1.34K | 0.06% | 119 |
|
|
2022
Q3 | $1.23M | Buy |
5,446
+24
| +0.4% | +$5.82K | 0.06% | 118 |
|
|
2022
Q2 | $1.32M | Sell |
5,422
-14
| -0.3% | -$3.43K | 0.06% | 120 |
|
|
2022
Q1 | $1.31M | Buy |
5,436
+121
| +2% | +$27.8K | 0.06% | 134 |
|
|
2021
Q4 | $1.2M | Buy |
5,315
+347
| +7% | +$73.2K | 0.05% | 157 |
|
|
2021
Q3 | $1.06M | Sell |
4,968
-210
| -4% | -$48.3K | 0.05% | 103 |
|
|
2021
Q2 | $1.26M | Buy |
5,178
+127
| +3% | +$31.2K | 0.07% | 93 |
|
|
2021
Q1 | $1.26M | Hold |
5,051
| – | – | 0.08% | 82 |
|
|
2020
Q4 | $1.16M | Buy |
5,051
+3,318
| +191% | +$765K | 0.09% | 85 |
|
|
2020
Q3 | $440K | Buy |
1,733
+30
| +2% | +$7.43K | 0.07% | 97 |
|
|
2020
Q2 | $402K | Sell |
1,703
-6
| -0.4% | -$1.37K | 0.06% | 99 |
|
|
2020
Q1 | $346K | Buy |
1,709
+220
| +15% | +$48.1K | 0.07% | 101 |
|
|
2019
Q4 | $359K | Hold |
1,489
| – | – | 0.06% | 93 |
|
|
2019
Q3 | $288K | Sell |
1,489
-24,176
| -94% | -$4.64M | 0.05% | 106 |
|
|
2019
Q2 | $4.73M | Buy |
25,665
+2,239
| +10% | +$401K | 0.86% | 18 |
|
|
2019
Q1 | $4.45M | Buy |
23,426
+306
| +1% | +$58.4K | 0.83% | 18 |
|
|
2018
Q4 | $4.5M | Hold |
23,120
| – | – | 0.89% | 17 |
|
|
2018
Q3 | $4.79M | Sell |
23,120
-5,170
| -18% | -$1.02M | 0.97% | 16 |
|
|
2018
Q2 | $5.22M | Buy |
28,290
+2,002
| +8% | +$354K | 1.1% | 14 |
|
|
2018
Q1 | $4.48M | Buy |
26,288
+36
| +0.1% | +$6.61K | 0.93% | 15 |
|
|
2017
Q4 | $4.57M | Buy |
26,252
+331
| +1% | +$58.6K | 0.98% | 16 |
|
|
2017
Q3 | $4.83M | Buy |
25,921
+24,613
| +1,882% | +$4.36M | 1.09% | 14 |
|
|
2017
Q2 | $225K | Buy |
+1,308
| New | +$213K | 0.05% | 107 |
|
|
2016
Q1 | – | Sell |
-1,362
| Closed | -$221K | – | 109 |
|
|
2015
Q4 | $221K | Buy |
+1,362
| New | +$214K | 0.09% | 72 |
|
Other funds holding AMGN
Modera Wealth Management's AMGN Position: Q2 2026 in Review
Modera Wealth Management reduced its Amgen (AMGN) stake by 2.5% in Q2 2026, selling an estimated $836K and leaving 95,220 shares worth $34.5M. The position accounts for 0.37% of the portfolio, ranked #55.
Modera Wealth Management first reported a position in AMGN in Q4 2015 and has held it in 38 quarters since. The position peaked at $37.8M in Q2 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Modera Wealth Management held 95,220 shares of Amgen worth $34.5M as of Q2 2026.
- Modera Wealth Management sold 2,442 Amgen shares in Q2 2026, an estimated $836K.
- Amgen made up 0.37% of Modera Wealth Management's portfolio in Q2 2026, its #55 holding.
- Modera Wealth Management first reported a position in Amgen in Q4 2015 and has held it in 38 quarters since.
- Modera Wealth Management's Amgen position peaked at $37.8M in Q2 2024.
- 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.