Valeo 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
Q2 | $6.29M | Sell |
17,375
-1,372
| -7% | -$470K | 0.13% | 78 |
|
|
2026
Q1 | $6.6M | Sell |
18,747
-2,285
| -11% | -$815K | 0.16% | 66 |
|
|
2025
Q4 | $6.88M | Sell |
21,032
-1,478
| -7% | -$469K | 0.15% | 75 |
|
|
2025
Q3 | $6.35M | Sell |
22,510
-646
| -3% | -$187K | 0.14% | 75 |
|
|
2025
Q2 | $6.47M | Sell |
23,156
-21,273
| -48% | -$6.03M | 0.16% | 73 |
|
|
2025
Q1 | $6.87M | Buy |
44,429
+1,709
| +4% | +$505K | 0.19% | 59 |
|
|
2024
Q4 | $5.3M | Sell |
42,720
-190
| -0.4% | -$56.4K | 0.15% | 72 |
|
|
2024
Q3 | $6.61M | Sell |
42,910
-985
| -2% | -$322K | 0.19% | 63 |
|
|
2024
Q2 | $6.72M | Sell |
43,895
-995
| -2% | -$292K | 0.21% | 57 |
|
|
2024
Q1 | $6.15M | Sell |
44,890
-1,726
| -4% | -$505K | 0.22% | 59 |
|
|
2023
Q4 | $6.98M | Buy |
46,616
+525
| +1% | +$143K | 0.28% | 50 |
|
|
2023
Q3 | $6.37M | Buy |
46,091
+666
| +1% | +$166K | 0.29% | 49 |
|
|
2023
Q2 | $5.12M | Buy |
45,425
+2,829
| +7% | +$656K | 0.23% | 57 |
|
|
2023
Q1 | $4.89M | Buy |
42,596
+2,486
| +6% | +$610K | 0.24% | 62 |
|
|
2022
Q4 | $4.66M | Buy |
40,110
+1,361
| +4% | +$365K | 0.26% | 59 |
|
|
2022
Q3 | $3.69M | Buy |
38,749
+963
| +3% | +$233K | 0.24% | 63 |
|
|
2022
Q2 | $3.75M | Sell |
37,786
-613
| -2% | -$150K | 0.24% | 64 |
|
|
2022
Q1 | $3.88M | Buy |
38,399
+1,417
| +4% | +$326K | 0.2% | 75 |
|
|
2021
Q4 | $3.29M | Sell |
36,982
-1,464
| -4% | -$309K | 0.18% | 77 |
|
|
2021
Q3 | $3.42M | Buy |
38,446
+1,511
| +4% | +$348K | 0.2% | 75 |
|
|
2021
Q2 | $3.55M | Buy |
36,935
+591
| +2% | +$145K | 0.22% | 71 |
|
|
2021
Q1 | $3.48M | Buy |
36,344
+82
| +0.2% | +$19.6K | 0.16% | 76 |
|
|
2020
Q4 | $3.19M | Buy |
36,262
+23,531
| +185% | +$5.43M | 0.16% | 72 |
|
|
2020
Q3 | $3.24M | Sell |
12,731
-910
| -7% | -$225K | 0.28% | 54 |
|
|
2020
Q2 | $3.22M | Buy |
13,641
+637
| +5% | +$145K | 0.29% | 50 |
|
|
2020
Q1 | $2.84M | Sell |
13,004
-1,948
| -13% | -$425K | 0.3% | 50 |
|
|
2019
Q4 | $3.6M | Buy |
14,952
+440
| +3% | +$97K | 0.35% | 46 |
|
|
2019
Q3 | $2.81M | Sell |
14,512
-46
| -0.3% | -$8.83K | 0.31% | 49 |
|
|
2019
Q2 | $2.68M | Buy |
14,558
+4,752
| +48% | +$851K | 0.31% | 54 |
|
|
2019
Q1 | $1.86M | Sell |
9,806
-65
| -0.7% | -$12.4K | 0.23% | 74 |
|
|
2018
Q4 | $1.92M | Sell |
9,871
-1,129
| -10% | -$220K | 0.27% | 59 |
|
|
2018
Q3 | $2.12M | Sell |
11,000
-314
| -3% | -$61.9K | 0.29% | 57 |
|
|
2018
Q2 | $2.21M | Sell |
11,314
-1,439
| -11% | -$255K | 0.31% | 58 |
|
|
2018
Q1 | $2.17M | Sell |
12,753
-6,798
| -35% | -$1.25M | 0.35% | 57 |
|
|
2017
Q4 | $3.4M | Buy |
19,551
+4,016
| +26% | +$711K | 0.56% | 41 |
|
|
2017
Q3 | $2.9M | Buy |
+15,535
| New | +$2.75M | 0.66% | 34 |
|
Other funds holding AMGN
FFM
SP
BCWM
SMDAM
Valeo Financial Advisors's AMGN Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Amgen (AMGN) stake by 7.3% in Q2 2026, selling an estimated $470K and leaving 17,375 shares worth $6.29M. The position accounts for 0.13% of the portfolio, ranked #78.
Valeo Financial Advisors first reported a position in AMGN in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.98M in Q4 2023. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Valeo Financial Advisors held 17,375 shares of Amgen worth $6.29M as of Q2 2026.
- Valeo Financial Advisors sold 1,372 Amgen shares in Q2 2026, an estimated $470K.
- Amgen made up 0.13% of Valeo Financial Advisors's portfolio in Q2 2026, its #78 holding.
- Valeo Financial Advisors first reported a position in Amgen in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Amgen position peaked at $6.98M in Q4 2023.
- 1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.