Perennial Investment 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
$1.12M Sell
3,096
-41
-1% -$14K 0.07% 203
2026
Q1
$1.1M Sell
3,137
-153
-5% -$54.5K 0.09% 185
2025
Q4
$1.08M Buy
3,290
+199
+6% +$63.1K 0.08% 183
2025
Q3
$872K Buy
3,091
+113
+4% +$32.8K 0.07% 198
2025
Q2
$831K Buy
2,978
+112
+4% +$31.7K 0.08% 192
2025
Q1
$892K Buy
2,866
+133
+5% +$39.3K 0.1% 172
2024
Q4
$713K Buy
2,733
+43
+2% +$12.8K 0.08% 184
2024
Q3
$866K Buy
2,690
+53
+2% +$17.3K 0.11% 158
2024
Q2
$824K Sell
2,637
-253
-9% -$74.3K 0.12% 144
2024
Q1
$822K Sell
2,890
-18
-0.6% -$5.27K 0.12% 136
2023
Q4
$838K Buy
2,908
+55
+2% +$15K 0.14% 123
2023
Q3
$768K Buy
2,853
+8
+0.3% +$2K 0.14% 126
2023
Q2
$631K Sell
2,845
-201
-7% -$46.6K 0.11% 157
2023
Q1
$737K Buy
3,046
+403
+15% +$98.9K 0.14% 129
2022
Q4
$694K Buy
2,643
+11
+0.4% +$2.95K 0.28% 69
2022
Q3
$593K Buy
2,632
+511
+24% +$124K 0.27% 73
2022
Q2
$517K Buy
2,121
+80
+4% +$19.6K 0.2% 95
2022
Q1
$495K Buy
2,041
+229
+13% +$52.6K 0.16% 114
2021
Q4
$408K Buy
1,812
+348
+24% +$73.4K 0.13% 146
2021
Q3
$311K Buy
1,464
+2
+0.1% +$460 0.11% 162
2021
Q2
$356K Buy
1,462
+3
+0.2% +$738 0.13% 139
2021
Q1
$363K Sell
1,459
-41
-3% -$9.78K 0.14% 125
2020
Q4
$345K Buy
1,500
+4
+0.3% +$922 0.15% 114
2020
Q3
$380K Buy
1,496
+3
+0.2% +$743 0.19% 97
2020
Q2
$352K Buy
1,493
+23
+2% +$5.25K 0.24% 85
2020
Q1
$298K Buy
1,470
+4
+0.3% +$874 0.26% 82
2019
Q4
$353K Buy
+1,466
New +$323K 0.28% 85

Other funds holding AMGN

Perennial Investment Advisors's AMGN Position: Q2 2026 in Review

Perennial Investment Advisors reduced its Amgen (AMGN) stake by 1.3% in Q2 2026, selling an estimated $14K and leaving 3,096 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #203.

Perennial Investment Advisors first reported a position in AMGN in Q4 2019 and has held it in 27 quarters since. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Perennial Investment Advisors held 3,096 shares of Amgen worth $1.12M as of Q2 2026.
  • Perennial Investment Advisors sold 41 Amgen shares in Q2 2026, an estimated $14K.
  • Amgen made up 0.07% of Perennial Investment Advisors's portfolio in Q2 2026, its #203 holding.
  • Perennial Investment Advisors first reported a position in Amgen in Q4 2019 and has held it in 27 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.