Obermeyer Wealth Partners’s Amgen AMGN Stock Holding History

Obermeyer Wealth Partners’s Portfolio AMGN Stock Details AMGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.68M	Buy	3,992 +6	+0.2%	+$2.39K	0.07%	89
2026 Q2	$1.44M	Sell	3,986 -105	-3%	-$35.9K	0.06%	101
2026 Q1	$1.44M	Sell	4,091 -138	-3%	-$49.2K	0.07%	95
2025 Q4	$1.38M	Sell	4,229 -172	-4%	-$54.6K	0.06%	92
2025 Q3	$1.24M	Sell	4,401 -250	-5%	-$72.5K	0.06%	95
2025 Q2	$1.3M	Buy	4,651 +122	+3%	+$34.6K	0.06%	90
2025 Q1	$1.41M	Buy	4,529 +240	+6%	+$70.9K	0.08%	83
2024 Q4	$1.12M	Buy	4,289 +57	+1%	+$16.9K	0.06%	94
2024 Q3	$1.36M	Buy	4,232 +93	+2%	+$30.4K	0.07%	91
2024 Q2	$1.29M	Buy	4,139 +54	+1%	+$15.9K	0.07%	89
2024 Q1	$1.16M	Sell	4,085 -2	-0%	-$585	0.07%	91
2023 Q4	$1.18M	Buy	4,087 +169	+4%	+$46K	0.08%	64
2023 Q3	$1.05M	Buy	3,918 +1,105	+39%	+$276K	0.08%	64
2023 Q2	$625K	Sell	2,813 -110	-4%	-$25.5K	0.04%	104
2023 Q1	$707K	Sell	2,923 -36	-1%	-$8.84K	0.05%	92
2022 Q4	$777K	Hold	2,959	–	–	0.06%	82
2022 Q3	$667K	Buy	2,959 +38	+1%	+$9.21K	0.05%	85
2022 Q2	$711K	Buy	2,921 +110	+4%	+$27K	0.05%	83
2022 Q1	$680K	Sell	2,811 -519	-16%	-$119K	0.04%	103
2021 Q4	$749K	Hold	3,330	–	–	0.04%	95
2021 Q3	$708K	Hold	3,330	–	–	0.04%	99
2021 Q2	$812K	Hold	3,330	–	–	0.05%	94
2021 Q1	$829K	Buy	3,330 +2,094	+169%	+$500K	0.05%	91
2020 Q4	$284K	Sell	1,236 -152	-11%	-$35K	0.02%	125
2020 Q3	$353K	Sell	1,388 -300	-18%	-$74.3K	0.03%	103
2020 Q2	$398K	Sell	1,688 -58	-3%	-$13.2K	0.03%	88
2020 Q1	$354K	Sell	1,746 -278	-14%	-$60.7K	0.04%	82
2019 Q4	$488K	Buy	2,024 +15	+0.7%	+$3.31K	0.04%	79
2019 Q3	$389K	Sell	2,009 -291	-13%	-$55.9K	0.04%	87
2019 Q2	$424K	Sell	2,300 -200	-8%	-$35.8K	0.04%	83
2019 Q1	$475K	Hold	2,500	–	–	0.04%	80
2018 Q4	$487K	Hold	2,500	–	–	0.05%	75
2018 Q3	$518K	Buy	2,500 +200	+9%	+$39.4K	0.04%	76
2018 Q2	$425K	Sell	2,300 -1,725	-43%	-$305K	0.04%	79
2018 Q1	$686K	Sell	4,025 -436	-10%	-$80K	0.06%	64
2017 Q4	$776K	Buy	4,461 +72	+2%	+$12.7K	0.07%	66
2017 Q3	$818K	Sell	4,389 -147	-3%	-$26K	0.07%	64
2017 Q2	$781K	Buy	4,536 +750	+20%	+$122K	0.07%	64
2017 Q1	$621K	Hold	3,786	–	–	0.06%	68
2016 Q4	$554K	Sell	3,786 -150	-4%	-$22.6K	0.05%	74
2016 Q3	$657K	Buy	3,936 +1,872	+91%	+$317K	0.06%	66
2016 Q2	$314K	Hold	2,064	–	–	0.03%	99
2016 Q1	$309K	Sell	2,064 -3	-0.1%	-$446	0.03%	98
2015 Q4	$336K	Buy	2,067 +3	+0.1%	+$472	0.03%	92
2015 Q3	$285K	Hold	2,064	–	–	0.03%	100
2015 Q2	$317K	Hold	2,064	–	–	0.03%	104
2015 Q1	$330K	Sell	2,064 -300	-13%	-$47.2K	0.03%	109
2014 Q4	$377K	Buy	+2,364	New	+$368K	0.03%	107

Other funds holding AMGN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Obermeyer Wealth Partners's AMGN Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Amgen (AMGN) stake by 0.15% in Q3 2026, buying an estimated $2.39K and bringing the position to 3,992 shares worth $1.68M. The position accounts for 0.07% of the portfolio, ranked #89.

Obermeyer Wealth Partners first reported a position in AMGN in Q4 2014 and has held it in 48 quarters since. 2,024 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

Obermeyer Wealth Partners held 3,992 shares of Amgen worth $1.68M as of Q3 2026.
Obermeyer Wealth Partners bought 6 Amgen shares in Q3 2026, an estimated $2.39K.
Amgen made up 0.07% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #89 holding.
Obermeyer Wealth Partners first reported a position in Amgen in Q4 2014 and has held it in 48 quarters since.
2,024 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.