Ritholtz Wealth Management’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 | $5.44M | Buy |
15,454
+960
| +7% | +$342K | 0.09% | 141 |
|
|
2025
Q4 | $4.74M | Buy |
14,494
+520
| +4% | +$165K | 0.09% | 152 |
|
|
2025
Q3 | $3.94M | Sell |
13,974
-73
| -0.5% | -$21.2K | 0.08% | 174 |
|
|
2025
Q2 | $3.92M | Buy |
14,047
+957
| +7% | +$271K | 0.09% | 145 |
|
|
2025
Q1 | $4.08M | Buy |
13,090
+2,159
| +20% | +$638K | 0.12% | 117 |
|
|
2024
Q4 | $2.85M | Sell |
10,931
-1,434
| -12% | -$425K | 0.08% | 156 |
|
|
2024
Q3 | $3.98M | Buy |
12,365
+88
| +0.7% | +$28.8K | 0.12% | 108 |
|
|
2024
Q2 | $3.84M | Buy |
12,277
+25
| +0.2% | +$7.34K | 0.13% | 102 |
|
|
2024
Q1 | $3.48M | Buy |
12,252
+109
| +0.9% | +$31.9K | 0.12% | 116 |
|
|
2023
Q4 | $3.5M | Sell |
12,143
-1,826
| -13% | -$498K | 0.14% | 93 |
|
|
2023
Q3 | $3.75M | Buy |
13,969
+1,445
| +12% | +$361K | 0.17% | 77 |
|
|
2023
Q2 | $2.78M | Sell |
12,524
-12,509
| -50% | -$2.9M | 0.13% | 97 |
|
|
2023
Q1 | $6.05M | Sell |
25,033
-511
| -2% | -$125K | 0.3% | 45 |
|
|
2022
Q4 | $6.71M | Buy |
25,544
+8,987
| +54% | +$2.41M | 0.37% | 37 |
|
|
2022
Q3 | $3.73M | Buy |
16,557
+3,691
| +29% | +$895K | 0.2% | 67 |
|
|
2022
Q2 | $3.13M | Buy |
12,866
+1,334
| +12% | +$327K | 0.2% | 59 |
|
|
2022
Q1 | $2.79M | Buy |
11,532
+3,490
| +43% | +$802K | 0.19% | 58 |
|
|
2021
Q4 | $1.81M | Buy |
8,042
+2,256
| +39% | +$476K | 0.11% | 88 |
|
|
2021
Q3 | $1.23M | Sell |
5,786
-195
| -3% | -$44.9K | 0.09% | 113 |
|
|
2021
Q2 | $1.46M | Buy |
5,981
+424
| +8% | +$104K | 0.11% | 90 |
|
|
2021
Q1 | $1.38M | Buy |
5,557
+1,070
| +24% | +$255K | 0.12% | 83 |
|
|
2020
Q4 | $1.03M | Sell |
4,487
-689
| -13% | -$159K | 0.1% | 86 |
|
|
2020
Q3 | $1.32M | Buy |
5,176
+450
| +10% | +$111K | 0.15% | 65 |
|
|
2020
Q2 | $1.11M | Buy |
4,726
+464
| +11% | +$106K | 0.14% | 63 |
|
|
2020
Q1 | $864K | Buy |
4,262
+478
| +13% | +$104K | 0.14% | 55 |
|
|
2019
Q4 | $912K | Buy |
3,784
+86
| +2% | +$19K | 0.13% | 58 |
|
|
2019
Q3 | $716K | Buy |
3,698
+35
| +1% | +$6.72K | 0.12% | 61 |
|
|
2019
Q2 | $675K | Sell |
3,663
-22
| -0.6% | -$3.94K | 0.12% | 58 |
|
|
2019
Q1 | $700K | Buy |
3,685
+63
| +2% | +$12K | 0.13% | 57 |
|
|
2018
Q4 | $705K | Buy |
3,622
+164
| +5% | +$32K | 0.16% | 50 |
|
|
2018
Q3 | $717K | Buy |
+3,458
| New | +$681K | 0.18% | 45 |
|
Other funds holding AMGN
VCM
VPM
Ritholtz Wealth Management's AMGN Position: Q1 2026 in Review
Ritholtz Wealth Management increased its Amgen (AMGN) stake by 6.6% in Q1 2026, buying an estimated $342K and bringing the position to 15,454 shares worth $5.44M. The position accounts for 0.09% of the portfolio, ranked #141.
Ritholtz Wealth Management first reported a position in AMGN in Q3 2018 and has held it in 31 quarters since. The position peaked at $6.71M in Q4 2022. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Ritholtz Wealth Management held 15,454 shares of Amgen worth $5.44M as of Q1 2026.
- Ritholtz Wealth Management bought 960 Amgen shares in Q1 2026, an estimated $342K.
- Amgen made up 0.09% of Ritholtz Wealth Management's portfolio in Q1 2026, its #141 holding.
- Ritholtz Wealth Management first reported a position in Amgen in Q3 2018 and has held it in 31 quarters since.
- Ritholtz Wealth Management's Amgen position peaked at $6.71M in Q4 2022.
- 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.