Naples Global 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
$12.7M Buy
35,170
+40
+0.1% +$13.7K 0.79% 31
2026
Q1
$12.4M Sell
35,130
-59
-0.2% -$21K 0.9% 21
2025
Q4
$11.5M Sell
35,189
-127
-0.4% -$40.3K 0.86% 19
2025
Q3
$9.97M Buy
35,316
+130
+0.4% +$37.7K 0.78% 24
2025
Q2
$9.82M Buy
35,186
+711
+2% +$201K 0.85% 18
2025
Q1
$10.7M Sell
34,475
-531
-2% -$157K 1.02% 13
2024
Q4
$9.12M Buy
35,006
+836
+2% +$248K 0.85% 18
2024
Q3
$11M Sell
34,170
-270
-0.8% -$88.3K 1.02% 14
2024
Q2
$10.8M Buy
34,440
+20
+0.1% +$5.88K 1.08% 13
2024
Q1
$9.79M Buy
34,420
+152
+0.4% +$44.5K 1% 14
2023
Q4
$9.87M Sell
34,268
-102
-0.3% -$27.8K 1.09% 12
2023
Q3
$9.24M Buy
34,370
+736
+2% +$184K 1.12% 12
2023
Q2
$7.47M Buy
33,634
+1,343
+4% +$312K 0.88% 18
2023
Q1
$7.81M Buy
32,291
+99
+0.3% +$24.3K 0.97% 16
2022
Q4
$8.45M Buy
32,192
+315
+1% +$84.4K 1.07% 12
2022
Q3
$7.18M Buy
31,877
+2,309
+8% +$560K 0.99% 14
2022
Q2
$7.19M Buy
29,568
+383
+1% +$93.9K 0.93% 17
2022
Q1
$7.06M Buy
29,185
+1,458
+5% +$335K 0.81% 24
2021
Q4
$6.24M Buy
27,727
+1,693
+7% +$357K 0.72% 30
2021
Q3
$5.54M Buy
26,034
+937
+4% +$216K 0.73% 30
2021
Q2
$6.12M Buy
25,097
+1,012
+4% +$249K 0.85% 20
2021
Q1
$5.99M Buy
24,085
+431
+2% +$103K 0.91% 15
2020
Q4
$5.44M Sell
23,654
-1,151
-5% -$265K 0.92% 16
2020
Q3
$6.3M Buy
24,805
+165
+0.7% +$40.9K 1.23% 9
2020
Q2
$5.81M Buy
24,640
+1,103
+5% +$252K 1.25% 7
2020
Q1
$4.77M Sell
23,537
-294
-1% -$64.2K 1.25% 8
2019
Q4
$5.75M Sell
23,831
-25
-0.1% -$5.51K 1.21% 9
2019
Q3
$4.62M Buy
23,856
+230
+1% +$44.1K 1.08% 11
2019
Q2
$4.35M Buy
23,626
+1,206
+5% +$216K 1.06% 12
2019
Q1
$4.26M Buy
22,420
+1,071
+5% +$205K 1.09% 11
2018
Q4
$4.33M Buy
21,349
+991
+5% +$193K 1.23% 8
2018
Q3
$4.22M Sell
20,358
-39
-0.2% -$7.69K 1.12% 9
2018
Q2
$3.77M Buy
20,397
+819
+4% +$145K 1.06% 9
2018
Q1
$3.34M Buy
19,578
+1,018
+5% +$187K 0.99% 14
2017
Q4
$3.23M Buy
18,560
+1,362
+8% +$241K 0.95% 16
2017
Q3
$3.21M Buy
17,198
+331
+2% +$58.6K 1.07% 11
2017
Q2
$2.9M Sell
16,867
-75
-0.4% -$12.2K 1.03% 13
2017
Q1
$2.78M Buy
16,942
+365
+2% +$60.6K 1% 12
2016
Q4
$2.42M Buy
16,577
+349
+2% +$52.5K 0.94% 16
2016
Q3
$2.71M Buy
16,228
+308
+2% +$52.1K 1.06% 12
2016
Q2
$2.42M Sell
15,920
-125
-0.8% -$19.4K 0.99% 15
2016
Q1
$2.41M Buy
16,045
+82
+0.5% +$12.2K 1.01% 12
2015
Q4
$2.59M Buy
15,963
+430
+3% +$67.6K 1.26% 9
2015
Q3
$2.15M Sell
15,533
-318
-2% -$50.1K 1.1% 10
2015
Q2
$2.43M Buy
15,851
+277
+2% +$44.4K 1.17% 7
2015
Q1
$2.49M Buy
15,574
+423
+3% +$66.6K 1.18% 6
2014
Q4
$2.41M Buy
15,151
+225
+2% +$35.1K 1.28% 5
2014
Q3
$2.1M Buy
14,926
+805
+6% +$105K 1.24% 5
2014
Q2
$1.67M Buy
14,121
+1,506
+12% +$174K 0.99% 9
2014
Q1
$1.56M Buy
12,615
+865
+7% +$105K 0.95% 7
2013
Q4
$1.34M Buy
+11,750
New +$1.34M 0.89% 8

Other funds holding AMGN

Naples Global Advisors's AMGN Position: Q2 2026 in Review

Naples Global Advisors increased its Amgen (AMGN) stake by 0.11% in Q2 2026, buying an estimated $13.7K and bringing the position to 35,170 shares worth $12.7M. The position accounts for 0.79% of the portfolio, ranked #31.

Naples Global Advisors first reported a position in AMGN in Q4 2013 and has held it in 51 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Naples Global Advisors held 35,170 shares of Amgen worth $12.7M as of Q2 2026.
  • Naples Global Advisors bought 40 Amgen shares in Q2 2026, an estimated $13.7K.
  • Amgen made up 0.79% of Naples Global Advisors's portfolio in Q2 2026, its #31 holding.
  • Naples Global Advisors first reported a position in Amgen in Q4 2013 and has held it in 51 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.