Stamos Capital Partners’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
$679K Sell
1,930
-354
-15% -$126K 0.11% 126
2025
Q4
$748K Sell
2,284
-324
-12% -$103K 0.12% 125
2025
Q3
$736K Sell
2,608
-1,532
-37% -$444K 0.14% 116
2025
Q2
$1.16M Buy
4,140
+449
+12% +$127K 0.21% 109
2025
Q1
$1.15M Sell
3,691
-3,039
-45% -$897K 0.3% 92
2024
Q4
$1.75M Buy
6,730
+2,760
+70% +$819K 0.41% 69
2024
Q3
$1.28M Sell
3,970
-60
-1% -$19.6K 0.3% 80
2024
Q2
$1.26M Buy
4,030
+170
+4% +$49.9K 0.27% 91
2024
Q1
$1.1M Sell
3,860
-480
-11% -$140K 0.25% 87
2023
Q4
$1.25M Sell
4,340
-9,410
-68% -$2.56M 0.34% 70
2023
Q3
$3.7M Sell
13,750
-1,410
-9% -$352K 0.82% 31
2023
Q2
$3.37M Buy
15,160
+2,370
+19% +$550K 0.79% 35
2023
Q1
$3.09M Buy
12,790
+2,550
+25% +$626K 0.8% 39
2022
Q4
$2.69M Sell
10,240
-3,050
-23% -$818K 0.85% 37
2022
Q3
$3M Buy
+13,290
New +$3.22M 0.76% 39

Other funds holding AMGN

Stamos Capital Partners's AMGN Position: Q1 2026 in Review

Stamos Capital Partners reduced its Amgen (AMGN) stake by 15% in Q1 2026, selling an estimated $126K and leaving 1,930 shares worth $679K. The position accounts for 0.11% of the portfolio, ranked #126.

Stamos Capital Partners first reported a position in AMGN in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.7M in Q3 2023. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Stamos Capital Partners held 1,930 shares of Amgen worth $679K as of Q1 2026.
  • Stamos Capital Partners sold 354 Amgen shares in Q1 2026, an estimated $126K.
  • Amgen made up 0.11% of Stamos Capital Partners's portfolio in Q1 2026, its #126 holding.
  • Stamos Capital Partners first reported a position in Amgen in Q3 2022 and has held it in 15 quarters since.
  • Stamos Capital Partners's Amgen position peaked at $3.7M in Q3 2023.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.