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Regal Investment Advisors’s Amgen AMGN Stock Holding History

Regal Investment Advisors’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
Q2 		$1.55M Sell
4,280
-150
-3% -$51.3K 0.08% 247
2026
Q1 		$1.56M Sell
4,430
-579
-12% -$206K 0.09% 226
2025
Q4 		$1.64M Buy
5,009
+230
+5% +$73K 0.1% 218
2025
Q3 		$1.35M Buy
4,779
+179
+4% +$51.9K 0.09% 219
2025
Q2 		$1.28M Buy
4,600
+464
+11% +$131K 0.1% 203
2025
Q1 		$1.29M Sell
4,136
-18
-0.4% -$5.32K 0.1% 189
2024
Q4 		$1.08M Buy
4,154
+415
+11% +$123K 0.08% 215
2024
Q3 		$1.2M Sell
3,739
-432
-10% -$141K 0.08% 227
2024
Q2 		$1.3M Buy
4,171
+63
+2% +$18.5K 0.09% 220
2024
Q1 		$1.17M Buy
4,108
+763
+23% +$223K 0.08% 231
2023
Q4 		$963K Sell
3,345
-61
-2% -$16.6K 0.07% 231
2023
Q3 		$915K Buy
3,406
+112
+3% +$27.9K 0.08% 221
2023
Q2 		$731K Buy
3,294
+90
+3% +$20.9K 0.06% 236
2023
Q1 		$775K Buy
3,204
+90
+3% +$22.1K 0.07% 223
2022
Q4 		$818K Buy
3,114
+27
+0.9% +$7.24K 0.08% 209
2022
Q3 		$696K Sell
3,087
-212
-6% -$51.4K 0.07% 219
2022
Q2 		$803K Sell
3,299
-484
-13% -$119K 0.08% 216
2022
Q1 		$915K Buy
3,783
+140
+4% +$32.2K 0.08% 225
2021
Q4 		$820K Buy
3,643
+77
+2% +$16.3K 0.07% 269
2021
Q3 		$758K Buy
3,566
+385
+12% +$88.6K 0.07% 278
2021
Q2 		$775K Buy
+3,181
New +$783K 0.08% 259
2021
Q1 		– Sell
-4,366
Closed -$1M – 44
2020
Q4 		$1M Buy
+4,366
New +$1.01M 0.11% 177
2020
Q1 		– Sell
-2,359
Closed -$569K – 42
2019
Q4 		$569K Sell
2,359
-133
-5% -$29.3K 0.1% 185
2019
Q3 		$482K Sell
2,492
-68
-3% -$13.1K 0.09% 193
2019
Q2 		$472K Buy
2,560
+535
+26% +$95.8K 0.09% 197
2019
Q1 		$385K Sell
2,025
-130
-6% -$24.8K 0.08% 213
2018
Q4 		$419K Sell
2,155
-377
-15% -$73.5K 0.09% 199
2018
Q3 		$525K Buy
2,532
+804
+47% +$158K 0.11% 186
2018
Q2 		$319K Sell
1,728
-216
-11% -$38.2K 0.1% 203
2018
Q1 		$331K Sell
1,944
-11,299
-85% -$2.07M 0.07% 216
2017
Q4 		$2.3M Sell
13,243
-175
-1% -$31K 0.51% 60
2017
Q3 		$2.5M Sell
13,418
-727
-5% -$129K 0.58% 49
2017
Q2 		$2.44M Sell
14,145
-1,591
-10% -$259K 0.6% 53
2017
Q1 		$2.58M Sell
15,736
-2,072
-12% -$344K 0.67% 49
2016
Q4 		$2.6M Sell
17,808
-1,802
-9% -$271K 0.72% 53
2016
Q3 		$3.27M Sell
19,610
-1,256
-6% -$212K 0.93% 27
2016
Q2 		$3.17M Sell
20,866
-327
-2% -$50.8K 0.87% 31
2016
Q1 		$3.18M Buy
21,193
+19,914
+1,557% +$2.96M 0.86% 37
2015
Q4 		$207K Buy
1,279
+354
+38% +$55.6K 0.05% 241
2015
Q3 		$127K Buy
925
+644
+229% +$102K 0.03% 313
2015
Q2 		$43K Buy
281
+81
+41% +$13K 0.01% 442
2015
Q1 		$32K Sell
200
-100
-33% -$15.7K 0.01% 496
2014
Q4 		$48K Hold
300
– – 0.01% 400
2014
Q3 		$42K Hold
300
– – 0.01% 434
2014
Q2 		$36K Sell
300
-8
-3% -$926 0.01% 438
2014
Q1 		$38K Buy
308
+8
+3% +$970 0.02% 389
2013
Q4 		$34K Hold
300
– – 0.02% 350
2013
Q3 		$34K Hold
300
– – 0.02% 366
2013
Q2 		$30K Buy
+300
New +$31.1K 0.02% 374

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Regal Investment Advisors reduced its Amgen (AMGN) stake by 3.4% in Q2 2026, selling an estimated $51.3K and leaving 4,280 shares worth $1.55M. The position accounts for 0.08% of the portfolio, ranked #247.

Regal Investment Advisors first reported a position in AMGN in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.27M in Q3 2016. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Regal Investment Advisors held 4,280 shares of Amgen worth $1.55M as of Q2 2026.
  • Regal Investment Advisors sold 150 Amgen shares in Q2 2026, an estimated $51.3K.
  • Amgen made up 0.08% of Regal Investment Advisors's portfolio in Q2 2026, its #247 holding.
  • Regal Investment Advisors first reported a position in Amgen in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's Amgen position peaked at $3.27M in Q3 2016.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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