United Capital Financial Advisors’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 | $31.6M | Sell |
89,829
-970
| -1% | -$346K | 0.19% | 103 |
|
|
2025
Q4 | $29.7M | Buy |
90,799
+6,263
| +7% | +$1.99M | 0.18% | 103 |
|
|
2025
Q3 | $23.9M | Buy |
84,536
+19,821
| +31% | +$5.75M | 0.17% | 111 |
|
|
2025
Q2 | $18.1M | Buy |
64,715
+501
| +0.8% | +$142K | 0.15% | 126 |
|
|
2025
Q1 | $20M | Buy |
64,214
+6,253
| +11% | +$1.85M | 0.17% | 112 |
|
|
2024
Q4 | $15.1M | Sell |
57,961
-7,489
| -11% | -$2.22M | 0.13% | 137 |
|
|
2024
Q3 | $21.1M | Sell |
65,450
-497
| -0.8% | -$163K | 0.17% | 115 |
|
|
2024
Q2 | $20.6M | Buy |
65,947
+22,271
| +51% | +$6.54M | 0.18% | 115 |
|
|
2024
Q1 | $12.4M | Sell |
43,676
-11,060
| -20% | -$3.24M | 0.1% | 163 |
|
|
2023
Q4 | $15.8M | Sell |
54,736
-46,714
| -46% | -$12.7M | 0.13% | 148 |
|
|
2023
Q3 | $27.3M | Sell |
101,450
-3,686
| -4% | -$920K | 0.18% | 112 |
|
|
2023
Q2 | $23.3M | Sell |
105,136
-5,420
| -5% | -$1.26M | 0.13% | 148 |
|
|
2023
Q1 | $26.7M | Sell |
110,556
-22,589
| -17% | -$5.54M | 0.15% | 134 |
|
|
2022
Q4 | $35M | Sell |
133,145
-5,267
| -4% | -$1.41M | 0.2% | 106 |
|
|
2022
Q3 | $31.2M | Buy |
138,412
+10,146
| +8% | +$2.46M | 0.18% | 114 |
|
|
2022
Q2 | $31.2M | Sell |
128,266
-5,150
| -4% | -$1.26M | 0.17% | 122 |
|
|
2022
Q1 | $32.3M | Buy |
133,416
+987
| +0.7% | +$227K | 0.16% | 132 |
|
|
2021
Q4 | $29.8M | Buy |
132,429
+1,643
| +1% | +$347K | 0.14% | 154 |
|
|
2021
Q3 | $27.8M | Buy |
130,786
+750
| +0.6% | +$173K | 0.14% | 151 |
|
|
2021
Q2 | $31.7M | Buy |
130,036
+6,036
| +5% | +$1.48M | 0.16% | 135 |
|
|
2021
Q1 | $30.9M | Buy |
124,000
+12,846
| +12% | +$3.07M | 0.17% | 127 |
|
|
2020
Q4 | $25.6M | Buy |
111,154
+4,924
| +5% | +$1.14M | 0.15% | 151 |
|
|
2020
Q3 | $27M | Buy |
106,230
+3,433
| +3% | +$850K | 0.18% | 134 |
|
|
2020
Q2 | $24.2M | Sell |
102,797
-118,609
| -54% | -$27.1M | 0.18% | 125 |
|
|
2020
Q1 | $43.9M | Sell |
221,406
-353
| -0.2% | -$77.1K | 0.36% | 61 |
|
|
2019
Q4 | $53.5M | Buy |
221,759
+15,671
| +8% | +$3.45M | 0.34% | 60 |
|
|
2019
Q3 | $39.9M | Sell |
206,088
-30,211
| -13% | -$5.8M | 0.28% | 82 |
|
|
2019
Q2 | $43.5M | Sell |
236,299
-3,451
| -1% | -$618K | 0.28% | 83 |
|
|
2019
Q1 | $45.5M | Buy |
239,750
+7,419
| +3% | +$1.42M | 0.32% | 70 |
|
|
2018
Q4 | $45.2M | Sell |
232,331
-44,528
| -16% | -$8.69M | 0.36% | 62 |
|
|
2018
Q3 | $57.4M | Buy |
276,859
+5,618
| +2% | +$1.11M | 0.4% | 55 |
|
|
2018
Q2 | $50.1M | Buy |
271,241
+13,020
| +5% | +$2.3M | 0.37% | 49 |
|
|
2018
Q1 | $44M | Buy |
258,221
+97,669
| +61% | +$17.9M | 0.34% | 63 |
|
|
2017
Q4 | $28.1M | Buy |
160,552
+2,357
| +1% | +$417K | 0.22% | 105 |
|
|
2017
Q3 | $29.5M | Buy |
158,195
+124,552
| +370% | +$22.1M | 0.25% | 95 |
|
|
2017
Q2 | $5.79M | Sell |
33,643
-936
| -3% | -$152K | 0.05% | 358 |
|
|
2017
Q1 | $5.67M | Sell |
34,579
-2,880
| -8% | -$479K | 0.05% | 353 |
|
|
2016
Q4 | $5.48M | Sell |
37,459
-6,027
| -14% | -$907K | 0.05% | 354 |
|
|
2016
Q3 | $7.25M | Buy |
43,486
+12,113
| +39% | +$2.05M | 0.07% | 322 |
|
|
2016
Q2 | $4.77M | Sell |
31,373
-8,376
| -21% | -$1.3M | 0.05% | 365 |
|
|
2016
Q1 | $5.96M | Sell |
39,749
-9,160
| -19% | -$1.36M | 0.07% | 304 |
|
|
2015
Q4 | $7.94M | Sell |
48,909
-1,678
| -3% | -$264K | 0.09% | 248 |
|
|
2015
Q3 | $7M | Buy |
50,587
+29,588
| +141% | +$4.66M | 0.08% | 254 |
|
|
2015
Q2 | $3.22M | Buy |
20,999
+213
| +1% | +$34.1K | 0.04% | 463 |
|
|
2015
Q1 | $3.28M | Sell |
20,786
-788
| -4% | -$124K | 0.04% | 442 |
|
|
2014
Q4 | $3.44M | Buy |
21,574
+4,601
| +27% | +$717K | 0.05% | 342 |
|
|
2014
Q3 | $2.38M | Buy |
16,973
+1,854
| +12% | +$242K | 0.04% | 400 |
|
|
2014
Q2 | $1.79M | Buy |
15,119
+2,031
| +16% | +$235K | 0.03% | 438 |
|
|
2014
Q1 | $1.61M | Buy |
13,088
+7,834
| +149% | +$950K | 0.03% | 393 |
|
|
2013
Q4 | $599K | Sell |
5,254
-5,499
| -51% | -$626K | 0.02% | 408 |
|
|
2013
Q3 | $1.2M | Sell |
10,753
-2,125
| -17% | -$230K | 0.04% | 317 |
|
|
2013
Q2 | $1.27M | Buy |
+12,878
| New | +$1.34M | 0.03% | 373 |
|
Other funds holding AMGN
VCM
VPM
United Capital Financial Advisors's AMGN Position: Q1 2026 in Review
United Capital Financial Advisors reduced its Amgen (AMGN) stake by 1.1% in Q1 2026, selling an estimated $346K and leaving 89,829 shares worth $31.6M. The position accounts for 0.19% of the portfolio, ranked #103.
United Capital Financial Advisors first reported a position in AMGN in Q2 2013 and has held it in 52 quarters since. The position peaked at $57.4M in Q3 2018. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- United Capital Financial Advisors held 89,829 shares of Amgen worth $31.6M as of Q1 2026.
- United Capital Financial Advisors sold 970 Amgen shares in Q1 2026, an estimated $346K.
- Amgen made up 0.19% of United Capital Financial Advisors's portfolio in Q1 2026, its #103 holding.
- United Capital Financial Advisors first reported a position in Amgen in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Amgen position peaked at $57.4M in Q3 2018.
- 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.