Sowell Financial 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
Q2 | $3.9M | Sell |
10,762
-562
| -5% | -$192K | 0.13% | 173 |
|
|
2026
Q1 | $3.98M | Sell |
11,324
-389
| -3% | -$139K | 0.15% | 153 |
|
|
2025
Q4 | $3.83M | Sell |
11,713
-4
| -0% | -$1.27K | 0.14% | 145 |
|
|
2025
Q3 | $3.31M | Sell |
11,717
-68
| -0.6% | -$19.7K | 0.13% | 171 |
|
|
2025
Q2 | $3.29M | Buy |
11,785
+1,366
| +13% | +$387K | 0.13% | 158 |
|
|
2025
Q1 | $3.25M | Sell |
10,419
-1,054
| -9% | -$311K | 0.15% | 143 |
|
|
2024
Q4 | $2.99M | Sell |
11,473
-1,036
| -8% | -$307K | 0.16% | 146 |
|
|
2024
Q3 | $4.03M | Buy |
12,509
+1,174
| +10% | +$384K | 0.19% | 129 |
|
|
2024
Q2 | $3.54M | Buy |
11,335
+6
| +0.1% | +$1.76K | 0.17% | 137 |
|
|
2024
Q1 | $3.22M | Sell |
11,329
-363
| -3% | -$106K | 0.15% | 152 |
|
|
2023
Q4 | $3.37M | Sell |
11,692
-794
| -6% | -$216K | 0.18% | 140 |
|
|
2023
Q3 | $3.36M | Sell |
12,486
-3,077
| -20% | -$768K | 0.21% | 126 |
|
|
2023
Q2 | $3.46M | Buy |
15,563
+6,421
| +70% | +$1.49M | 0.19% | 121 |
|
|
2023
Q1 | $2.21M | Sell |
9,142
-8,509
| -48% | -$2.09M | 0.17% | 138 |
|
|
2022
Q4 | $4.64M | Buy |
+17,651
| New | +$4.73M | 0.3% | 82 |
|
|
2022
Q1 | – | Sell |
-13,164
| Closed | -$2.96M | – | 183 |
|
|
2021
Q4 | $2.96M | Buy |
13,164
+1,468
| +13% | +$310K | 0.17% | 140 |
|
|
2021
Q3 | $2.49M | Sell |
11,696
-624
| -5% | -$144K | 0.17% | 149 |
|
|
2021
Q2 | $3M | Sell |
12,320
-5,605
| -31% | -$1.38M | 0.2% | 133 |
|
|
2021
Q1 | $4.5M | Buy |
17,925
+1,083
| +6% | +$258K | 0.16% | 128 |
|
|
2020
Q4 | $3.87M | Buy |
16,842
+1,042
| +7% | +$240K | 0.17% | 121 |
|
|
2020
Q3 | $4.02M | Sell |
15,800
-390
| -2% | -$96.6K | 0.2% | 108 |
|
|
2020
Q2 | $3.82M | Sell |
16,190
-3,087
| -16% | -$704K | 0.21% | 108 |
|
|
2020
Q1 | $3.91M | Buy |
19,277
+1,187
| +7% | +$259K | 0.29% | 88 |
|
|
2019
Q4 | $4.36M | Sell |
18,090
-1,425
| -7% | -$314K | 0.33% | 60 |
|
|
2019
Q3 | $3.78M | Buy |
+19,515
| New | +$3.75M | 0.31% | 68 |
|
|
2019
Q1 | $1.5M | Buy |
7,920
+875
| +12% | +$167K | 0.17% | 135 |
|
|
2018
Q4 | $1.37M | Buy |
7,045
+646
| +10% | +$126K | 0.19% | 114 |
|
|
2018
Q3 | $1.33M | Sell |
6,399
-114
| -2% | -$22.5K | 0.19% | 95 |
|
|
2018
Q2 | $1.27M | Buy |
6,513
+1,471
| +29% | +$260K | 0.27% | 84 |
|
|
2018
Q1 | $854K | Buy |
5,042
+179
| +4% | +$32.9K | 0.21% | 105 |
|
|
2017
Q4 | $912K | Buy |
4,863
+197
| +4% | +$34.9K | 0.22% | 101 |
|
|
2017
Q3 | $818K | Buy |
4,666
+534
| +13% | +$94.6K | 0.21% | 99 |
|
|
2017
Q2 | $718K | Sell |
4,132
-56
| -1% | -$9.11K | 0.2% | 104 |
|
|
2017
Q1 | $647K | Buy |
4,188
+733
| +21% | +$122K | 0.19% | 121 |
|
|
2016
Q4 | $593K | Buy |
+3,455
| New | +$520K | 0.2% | 107 |
|
Other funds holding AMGN
Sowell Financial Services's AMGN Position: Q2 2026 in Review
Sowell Financial Services reduced its Amgen (AMGN) stake by 5% in Q2 2026, selling an estimated $192K and leaving 10,762 shares worth $3.9M. The position accounts for 0.13% of the portfolio, ranked #173.
Sowell Financial Services first reported a position in AMGN in Q4 2016 and has held it in 35 quarters since. The position peaked at $4.64M in Q4 2022. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Sowell Financial Services held 10,762 shares of Amgen worth $3.9M as of Q2 2026.
- Sowell Financial Services sold 562 Amgen shares in Q2 2026, an estimated $192K.
- Amgen made up 0.13% of Sowell Financial Services's portfolio in Q2 2026, its #173 holding.
- Sowell Financial Services first reported a position in Amgen in Q4 2016 and has held it in 35 quarters since.
- Sowell Financial Services's Amgen position peaked at $4.64M in Q4 2022.
- 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.