WBI Investments’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 | – | Sell |
-3,145
| Closed | -$1.03M | – | 288 |
|
|
2025
Q4 | $1.03M | Buy |
3,145
+517
| +20% | +$164K | 0.27% | 109 |
|
|
2025
Q3 | $742K | Buy |
2,628
+1,731
| +193% | +$502K | 0.19% | 145 |
|
|
2025
Q2 | $251K | Sell |
897
-2,335
| -72% | -$661K | 0.07% | 224 |
|
|
2025
Q1 | $1.01M | Buy |
+3,232
| New | +$954K | 0.27% | 98 |
|
|
2023
Q1 | – | Sell |
-7,129
| Closed | -$1.87M | – | 183 |
|
|
2022
Q4 | $1.87M | Buy |
+7,129
| New | +$1.91M | 0.4% | 65 |
|
|
2022
Q2 | – | Sell |
-20,820
| Closed | -$4.99M | – | 122 |
|
|
2022
Q1 | $4.99M | Buy |
20,820
+18,952
| +1,015% | +$4.35M | 0.81% | 35 |
|
|
2021
Q4 | $420K | Buy |
+1,868
| New | +$394K | 0.07% | 143 |
|
|
2020
Q4 | – | Sell |
-27,165
| Closed | -$6.9M | – | 167 |
|
|
2020
Q3 | $6.9M | Sell |
27,165
-29,770
| -52% | -$7.38M | 1.06% | 31 |
|
|
2020
Q2 | $13.4M | Buy |
56,935
+40,795
| +253% | +$9.31M | 2.15% | 15 |
|
|
2020
Q1 | $3.27M | Sell |
16,140
-6,646
| -29% | -$1.45M | 0.62% | 20 |
|
|
2019
Q4 | $5.49M | Buy |
22,786
+13,050
| +134% | +$2.88M | 0.59% | 35 |
|
|
2019
Q3 | $1.88M | Buy |
+9,736
| New | +$1.87M | 0.18% | 102 |
|
|
2019
Q2 | – | Sell |
-32,825
| Closed | -$6.24M | – | 208 |
|
|
2019
Q1 | $6.24M | Buy |
+32,825
| New | +$6.27M | 0.48% | 48 |
|
|
2018
Q4 | – | Sell |
-20,693
| Closed | -$4.29M | – | 94 |
|
|
2018
Q3 | $4.29M | Buy |
+20,693
| New | +$4.08M | 0.23% | 81 |
|
|
2018
Q1 | – | Sell |
-44,009
| Closed | -$7.65M | – | 190 |
|
|
2017
Q4 | $7.65M | Buy |
+44,009
| New | +$7.79M | 0.35% | 62 |
|
|
2017
Q3 | – | Sell |
-2,175
| Closed | -$375K | – | 283 |
|
|
2017
Q2 | $375K | Buy |
+2,175
| New | +$354K | 0.02% | 256 |
|
|
2016
Q1 | – | Sell |
-168,412
| Closed | -$27.3M | – | 128 |
|
|
2015
Q4 | $27.3M | Buy |
+168,412
| New | +$26.5M | 0.78% | 32 |
|
|
2015
Q3 | – | Sell |
-57,749
| Closed | -$8.87M | – | 151 |
|
|
2015
Q2 | $8.87M | Buy |
57,749
+55,679
| +2,690% | +$8.92M | 0.22% | 93 |
|
|
2015
Q1 | $331K | Buy |
+2,070
| New | +$326K | 0.01% | 215 |
|
|
2014
Q4 | – | Sell |
-52,280
| Closed | -$7.34M | – | 186 |
|
|
2014
Q3 | $7.34M | Buy |
52,280
+2,369
| +5% | +$309K | 0.22% | 76 |
|
|
2014
Q2 | $5.91M | Buy |
49,911
+3,334
| +7% | +$386K | 0.25% | 83 |
|
|
2014
Q1 | $5.75M | Buy |
46,577
+4,587
| +11% | +$556K | 0.25% | 86 |
|
|
2013
Q4 | $4.79M | Buy |
+41,990
| New | +$4.78M | 0.21% | 94 |
|
Other funds holding AMGN
VCM
VPM
WBI Investments's AMGN Position: Q1 2026 in Review
WBI Investments sold out of Amgen (AMGN) in Q1 2026, closing a stake of 3,145 shares — an estimated $1.03M sold.
WBI Investments first reported a position in AMGN in Q4 2013 and held it in 23 quarters. The position peaked at $27.3M in Q4 2015. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- WBI Investments reported no remaining Amgen position as of Q1 2026 after selling out during the quarter.
- WBI Investments sold 3,145 Amgen shares in Q1 2026, an estimated $1.03M.
- WBI Investments first reported a position in Amgen in Q4 2013 and held it in 23 quarters.
- WBI Investments's Amgen position peaked at $27.3M in Q4 2015.
- 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.