Pinnacle Wealth Planning Services’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $439K | Buy |
1,247
+23
| +2% | +$8.2K | 0.05% | 241 |
|
|
2025
Q4 | $401K | Buy |
1,224
+13
| +1% | +$4.12K | 0.04% | 252 |
|
|
2025
Q3 | $342K | Sell |
1,211
-73
| -6% | -$21.2K | 0.04% | 282 |
|
|
2025
Q2 | $359K | Sell |
1,284
-755
| -37% | -$214K | 0.05% | 254 |
|
|
2025
Q1 | $635K | Buy |
2,039
+93
| +5% | +$27.5K | 0.1% | 130 |
|
|
2024
Q4 | $507K | Sell |
1,946
-741
| -28% | -$220K | 0.08% | 154 |
|
|
2024
Q3 | $866K | Buy |
2,687
+5
| +0.2% | +$1.64K | 0.12% | 110 |
|
|
2024
Q2 | $838K | Sell |
2,682
-24
| -0.9% | -$7.05K | 0.12% | 108 |
|
|
2024
Q1 | $769K | Sell |
2,706
-12
| -0.4% | -$3.51K | 0.11% | 120 |
|
|
2023
Q4 | $783K | Sell |
2,718
-7
| -0.3% | -$1.91K | 0.12% | 113 |
|
|
2023
Q3 | $732K | Buy |
2,725
+158
| +6% | +$39.4K | 0.12% | 107 |
|
|
2023
Q2 | $570K | Sell |
2,567
-280
| -10% | -$65K | 0.09% | 143 |
|
|
2023
Q1 | $688K | Buy |
2,847
+281
| +11% | +$69K | 0.11% | 127 |
|
|
2022
Q4 | $674K | Sell |
2,566
-201
| -7% | -$53.9K | 0.12% | 119 |
|
|
2022
Q3 | $624K | Buy |
2,767
+137
| +5% | +$33.2K | 0.12% | 114 |
|
|
2022
Q2 | $640K | Buy |
2,630
+290
| +12% | +$71.1K | 0.12% | 122 |
|
|
2022
Q1 | $566K | Buy |
2,340
+837
| +56% | +$192K | 0.1% | 155 |
|
|
2021
Q4 | $338K | Sell |
1,503
-248
| -14% | -$52.3K | 0.07% | 239 |
|
|
2021
Q3 | $372K | Sell |
1,751
-1,211
| -41% | -$279K | 0.08% | 202 |
|
|
2021
Q2 | $722K | Sell |
2,962
-97
| -3% | -$23.9K | 0.17% | 95 |
|
|
2021
Q1 | $761K | Sell |
3,059
-349
| -10% | -$83.3K | 0.2% | 87 |
|
|
2020
Q4 | $784K | Sell |
3,408
-139
| -4% | -$32K | 0.19% | 79 |
|
|
2020
Q3 | $901K | Buy |
3,547
+107
| +3% | +$26.5K | 0.3% | 64 |
|
|
2020
Q2 | $812K | Buy |
3,440
+64
| +2% | +$14.6K | 0.26% | 69 |
|
|
2020
Q1 | $683K | Buy |
3,376
+1,108
| +49% | +$242K | 0.32% | 63 |
|
|
2019
Q4 | $546K | Buy |
2,268
+362
| +19% | +$79.8K | 0.26% | 84 |
|
|
2019
Q3 | $368K | Buy |
1,906
+475
| +33% | +$91.2K | 0.2% | 99 |
|
|
2019
Q2 | $264K | Buy |
1,431
+201
| +16% | +$36K | 0.16% | 132 |
|
|
2019
Q1 | $234K | Sell |
1,230
-459
| -27% | -$87.7K | 0.16% | 129 |
|
|
2018
Q4 | $330K | Buy |
1,689
+26
| +2% | +$5.07K | 0.21% | 86 |
|
|
2018
Q3 | $345K | Buy |
1,663
+2
| +0.1% | +$394 | 0.32% | 103 |
|
|
2018
Q2 | $307K | Buy |
1,661
+153
| +10% | +$27.1K | 0.3% | 110 |
|
|
2018
Q1 | $257K | Buy |
1,508
+1,163
| +337% | +$213K | 0.26% | 126 |
|
|
2017
Q4 | $60K | Buy |
+345
| New | +$61.1K | 0.12% | 120 |
|
Other funds holding AMGN
VCM
VPM
Pinnacle Wealth Planning Services's AMGN Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its Amgen (AMGN) stake by 1.9% in Q1 2026, buying an estimated $8.2K and bringing the position to 1,247 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #241.
Pinnacle Wealth Planning Services first reported a position in AMGN in Q4 2017 and has held it in 34 quarters since. The position peaked at $901K in Q3 2020. 3,127 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Pinnacle Wealth Planning Services held 1,247 shares of Amgen worth $439K as of Q1 2026.
- Pinnacle Wealth Planning Services bought 23 Amgen shares in Q1 2026, an estimated $8.2K.
- Amgen made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #241 holding.
- Pinnacle Wealth Planning Services first reported a position in Amgen in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's Amgen position peaked at $901K in Q3 2020.
- 3,127 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.