Rockline 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
Q2
$427K Sell
1,178
-38
-3% -$13K 0.08% 74
2026
Q1
$428K Hold
1,216
0.09% 69
2025
Q4
$398K Hold
1,216
0.08% 71
2025
Q3
$343K Sell
1,216
-24
-2% -$6.96K 0.07% 74
2025
Q2
$346K Hold
1,240
0.08% 77
2025
Q1
$386K Buy
1,240
+38
+3% +$11.2K 0.11% 70
2024
Q4
$313K Hold
1,202
0.08% 82
2024
Q3
$387K Sell
1,202
-24
-2% -$7.85K 0.11% 74
2024
Q2
$383K Sell
1,226
-20
-2% -$5.88K 0.12% 74
2024
Q1
$354K Hold
1,246
0.12% 74
2023
Q4
$359K Buy
+1,246
New +$339K 0.15% 72

Other funds holding AMGN

Rockline Wealth Management's AMGN Position: Q2 2026 in Review

Rockline Wealth Management reduced its Amgen (AMGN) stake by 3.1% in Q2 2026, selling an estimated $13K and leaving 1,178 shares worth $427K. The position accounts for 0.08% of the portfolio, ranked #74.

Rockline Wealth Management first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. The position peaked at $428K in Q1 2026. 1,447 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Rockline Wealth Management held 1,178 shares of Amgen worth $427K as of Q2 2026.
  • Rockline Wealth Management sold 38 Amgen shares in Q2 2026, an estimated $13K.
  • Amgen made up 0.08% of Rockline Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Rockline Wealth Management first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's Amgen position peaked at $428K in Q1 2026.
  • 1,447 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.