Smith Shellnut Wilson’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 | $348K | Hold |
962
| – | – | 0.13% | 109 |
|
|
2026
Q1 | $338K | Hold |
962
| – | – | 0.15% | 104 |
|
|
2025
Q4 | $315K | Sell |
962
-182
| -16% | -$57.7K | 0.12% | 109 |
|
|
2025
Q3 | $323K | Hold |
1,144
| – | – | 0.12% | 106 |
|
|
2025
Q2 | $319K | Hold |
1,144
| – | – | 0.14% | 102 |
|
|
2025
Q1 | $356K | Hold |
1,144
| – | – | 0.16% | 96 |
|
|
2024
Q4 | $298K | Hold |
1,144
| – | – | 0.13% | 110 |
|
|
2024
Q3 | $369K | Hold |
1,144
| – | – | 0.17% | 94 |
|
|
2024
Q2 | $357K | Hold |
1,144
| – | – | 0.17% | 89 |
|
|
2024
Q1 | $325K | Hold |
1,144
| – | – | 0.17% | 90 |
|
|
2023
Q4 | $329K | Hold |
1,144
| – | – | 0.19% | 89 |
|
|
2023
Q3 | $307K | Hold |
1,144
| – | – | 0.19% | 95 |
|
|
2023
Q2 | $254K | Sell |
1,144
-20
| -2% | -$4.64K | 0.14% | 115 |
|
|
2023
Q1 | $281K | Hold |
1,164
| – | – | 0.17% | 101 |
|
|
2022
Q4 | $306K | Hold |
1,164
| – | – | 0.19% | 95 |
|
|
2022
Q3 | $262K | Hold |
1,164
| – | – | 0.17% | 100 |
|
|
2022
Q2 | $283K | Sell |
1,164
-40
| -3% | -$9.8K | 0.18% | 102 |
|
|
2022
Q1 | $291K | Sell |
1,204
-22
| -2% | -$5.05K | 0.15% | 114 |
|
|
2021
Q4 | $276K | Buy |
1,226
+25
| +2% | +$5.28K | 0.14% | 129 |
|
|
2021
Q3 | $255K | Sell |
1,201
-42
| -3% | -$9.67K | 0.15% | 123 |
|
|
2021
Q2 | $303K | Buy |
1,243
+131
| +12% | +$32.2K | 0.18% | 102 |
|
|
2021
Q1 | $277K | Sell |
1,112
-101
| -8% | -$24.1K | 0.17% | 106 |
|
|
2020
Q4 | $279K | Hold |
1,213
| – | – | 0.17% | 99 |
|
|
2020
Q3 | $308K | Sell |
1,213
-131
| -10% | -$32.5K | 0.12% | 95 |
|
|
2020
Q2 | $317K | Hold |
1,344
| – | – | 0.23% | 79 |
|
|
2020
Q1 | $272K | Sell |
1,344
-144
| -10% | -$31.5K | 0.23% | 81 |
|
|
2019
Q4 | $359K | Hold |
1,488
| – | – | 0.24% | 81 |
|
|
2019
Q3 | $288K | Sell |
1,488
-93
| -6% | -$17.9K | 0.21% | 95 |
|
|
2019
Q2 | $291K | Hold |
1,581
| – | – | 0.22% | 87 |
|
|
2019
Q1 | $300K | Buy |
1,581
+163
| +11% | +$31.1K | 0.24% | 86 |
|
|
2018
Q4 | $276K | Hold |
1,418
| – | – | 0.3% | 70 |
|
|
2018
Q3 | $294K | Buy |
+1,418
| New | +$279K | 0.26% | 77 |
|
|
2018
Q1 | $242K | Sell |
1,418
-1,057
| -43% | -$194K | 0.21% | 105 |
|
|
2017
Q4 | $430K | Hold |
2,475
| – | – | 0.36% | 59 |
|
|
2017
Q3 | $461K | Sell |
2,475
-389
| -14% | -$68.9K | 0.41% | 51 |
|
|
2017
Q2 | $436K | Sell |
2,864
-101
| -3% | -$16.4K | 0.45% | 43 |
|
|
2017
Q1 | $486K | Buy |
2,965
+1
| +0% | +$166 | 0.45% | 45 |
|
|
2016
Q4 | $433K | Buy |
+2,964
| New | +$446K | 0.42% | 48 |
|
Other funds holding AMGN
Smith Shellnut Wilson's AMGN Position: Q2 2026 in Review
Smith Shellnut Wilson held its Amgen (AMGN) position steady in Q2 2026 at 962 shares worth $348K. The position accounts for 0.13% of the portfolio, ranked #109.
Smith Shellnut Wilson first reported a position in AMGN in Q4 2016 and has held it in 38 quarters since. The position peaked at $486K in Q1 2017. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Smith Shellnut Wilson held 962 shares of Amgen worth $348K as of Q2 2026.
- Smith Shellnut Wilson left its Amgen share count unchanged in Q2 2026.
- Amgen made up 0.13% of Smith Shellnut Wilson's portfolio in Q2 2026, its #109 holding.
- Smith Shellnut Wilson first reported a position in Amgen in Q4 2016 and has held it in 38 quarters since.
- Smith Shellnut Wilson's Amgen position peaked at $486K in Q1 2017.
- 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.