Valmark Advisers’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 | $3.07M | Buy |
8,726
+133
| +2% | +$47.4K | 0.04% | 189 |
|
|
2025
Q4 | $2.81M | Buy |
8,593
+11
| +0.1% | +$3.49K | 0.03% | 196 |
|
|
2025
Q3 | $2.42M | Sell |
8,582
-134
| -2% | -$38.9K | 0.03% | 206 |
|
|
2025
Q2 | $2.43M | Sell |
8,716
-46
| -0.5% | -$13K | 0.03% | 198 |
|
|
2025
Q1 | $2.73M | Sell |
8,762
-166
| -2% | -$49K | 0.04% | 164 |
|
|
2024
Q4 | $2.33M | Buy |
8,928
+430
| +5% | +$128K | 0.04% | 185 |
|
|
2024
Q3 | $2.74M | Sell |
8,498
-111
| -1% | -$36.3K | 0.04% | 155 |
|
|
2024
Q2 | $2.69M | Buy |
8,609
+27
| +0.3% | +$7.93K | 0.05% | 149 |
|
|
2024
Q1 | $2.44M | Buy |
8,582
+546
| +7% | +$160K | 0.04% | 147 |
|
|
2023
Q4 | $2.31M | Buy |
8,036
+45
| +0.6% | +$12.3K | 0.04% | 145 |
|
|
2023
Q3 | $2.15M | Buy |
7,991
+24
| +0.3% | +$5.99K | 0.04% | 139 |
|
|
2023
Q2 | $1.77M | Sell |
7,967
-62
| -0.8% | -$14.4K | 0.04% | 163 |
|
|
2023
Q1 | $1.94M | Buy |
8,029
+226
| +3% | +$55.5K | 0.04% | 146 |
|
|
2022
Q4 | $2.05M | Buy |
7,803
+499
| +7% | +$134K | 0.05% | 137 |
|
|
2022
Q3 | $1.65M | Buy |
7,304
+16
| +0.2% | +$3.88K | 0.03% | 136 |
|
|
2022
Q2 | $1.77M | Buy |
7,288
+40
| +0.6% | +$9.8K | 0.03% | 125 |
|
|
2022
Q1 | $1.75M | Buy |
7,248
+346
| +5% | +$79.5K | 0.03% | 140 |
|
|
2021
Q4 | $1.55M | Sell |
6,902
-242
| -3% | -$51.1K | 0.03% | 146 |
|
|
2021
Q3 | $1.52M | Sell |
7,144
-53
| -0.7% | -$12.2K | 0.03% | 137 |
|
|
2021
Q2 | $1.75M | Buy |
7,197
+164
| +2% | +$40.3K | 0.03% | 130 |
|
|
2021
Q1 | $1.75M | Buy |
7,033
+473
| +7% | +$113K | 0.03% | 123 |
|
|
2020
Q4 | $1.51M | Buy |
6,560
+5,540
| +543% | +$1.28M | 0.03% | 129 |
|
|
2020
Q3 | $259K | Sell |
1,020
-8
| -0.8% | -$1.98K | 0.01% | 258 |
|
|
2020
Q2 | $242K | Sell |
1,028
-37
| -3% | -$8.44K | 0.01% | 241 |
|
|
2020
Q1 | $216K | Sell |
1,065
-39
| -4% | -$8.52K | 0.01% | 217 |
|
|
2019
Q4 | $266K | Sell |
1,104
-151
| -12% | -$33.3K | 0.01% | 208 |
|
|
2019
Q3 | $243K | Buy |
1,255
+170
| +16% | +$32.6K | 0.01% | 217 |
|
|
2019
Q2 | $200K | Sell |
1,085
-24
| -2% | -$4.3K | ﹤0.01% | 225 |
|
|
2019
Q1 | $211K | Hold |
1,109
| – | – | ﹤0.01% | 210 |
|
|
2018
Q4 | $216K | Hold |
1,109
| – | – | 0.01% | 191 |
|
|
2018
Q3 | $230K | Hold |
1,109
| – | – | 0.01% | 183 |
|
|
2018
Q2 | $205K | Buy |
+1,109
| New | +$196K | ﹤0.01% | 185 |
|
|
2018
Q1 | – | Sell |
-1,174
| Closed | -$204K | – | 190 |
|
|
2017
Q4 | $204K | Buy |
+1,174
| New | +$208K | ﹤0.01% | 184 |
|
Other funds holding AMGN
VCM
VPM
Valmark Advisers's AMGN Position: Q1 2026 in Review
Valmark Advisers increased its Amgen (AMGN) stake by 1.5% in Q1 2026, buying an estimated $47.4K and bringing the position to 8,726 shares worth $3.07M. The position accounts for 0.04% of the portfolio, ranked #189.
Valmark Advisers first reported a position in AMGN in Q4 2017 and has held it in 33 quarters since. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Valmark Advisers held 8,726 shares of Amgen worth $3.07M as of Q1 2026.
- Valmark Advisers bought 133 Amgen shares in Q1 2026, an estimated $47.4K.
- Amgen made up 0.04% of Valmark Advisers's portfolio in Q1 2026, its #189 holding.
- Valmark Advisers first reported a position in Amgen in Q4 2017 and has held it in 33 quarters since.
- 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.