Wealthquest’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 | $838K | Sell |
2,314
-688
| -23% | -$236K | 0.05% | 71 |
|
|
2026
Q1 | $1.06M | Sell |
3,002
-372
| -11% | -$133K | 0.07% | 56 |
|
|
2025
Q4 | $1.1M | Buy |
+3,374
| New | +$1.07M | 0.08% | 55 |
|
|
2025
Q3 | – | Sell |
-3,327
| Closed | -$929K | – | 50 |
|
|
2025
Q2 | $929K | Sell |
3,327
-119
| -3% | -$33.7K | 0.07% | 55 |
|
|
2025
Q1 | $1.07M | Sell |
3,446
-20
| -0.6% | -$5.91K | 0.09% | 45 |
|
|
2024
Q4 | $903K | Sell |
3,466
-185
| -5% | -$54.9K | 0.07% | 54 |
|
|
2024
Q3 | $1.17M | Hold |
3,651
| – | – | 0.1% | 45 |
|
|
2024
Q2 | $1.14M | Buy |
3,651
+12
| +0.3% | +$3.52K | 0.12% | 45 |
|
|
2024
Q1 | $1.03M | Sell |
3,639
-24
| -0.7% | -$7.02K | 0.11% | 48 |
|
|
2023
Q4 | $1.06M | Hold |
3,663
| – | – | 0.12% | 50 |
|
|
2023
Q3 | $984K | Sell |
3,663
-133
| -4% | -$33.2K | 0.12% | 50 |
|
|
2023
Q2 | $843K | Sell |
3,796
-42
| -1% | -$9.75K | 0.1% | 55 |
|
|
2023
Q1 | $928K | Sell |
3,838
-171
| -4% | -$42K | 0.12% | 49 |
|
|
2022
Q4 | $1.05M | Sell |
4,009
-313
| -7% | -$83.9K | 0.14% | 49 |
|
|
2022
Q3 | $974K | Sell |
4,322
-207
| -5% | -$50.2K | 0.14% | 50 |
|
|
2022
Q2 | $1.1M | Sell |
4,529
-95
| -2% | -$23.3K | 0.17% | 49 |
|
|
2022
Q1 | $1.04M | Hold |
4,624
| – | – | 0.16% | 52 |
|
|
2021
Q4 | $1.04M | Sell |
4,624
-239
| -5% | -$50.4K | 0.16% | 52 |
|
|
2021
Q3 | $1.03M | Sell |
4,863
-59
| -1% | -$13.6K | 0.17% | 49 |
|
|
2021
Q2 | $1.2M | Sell |
4,922
-695
| -12% | -$171K | 0.21% | 45 |
|
|
2021
Q1 | $1.4M | Sell |
5,617
-149
| -3% | -$35.6K | 0.26% | 40 |
|
|
2020
Q4 | $1.32M | Buy |
5,766
+14
| +0.2% | +$3.23K | 0.28% | 36 |
|
|
2020
Q3 | $1.46M | Sell |
5,752
-21
| -0.4% | -$5.2K | 0.36% | 29 |
|
|
2020
Q2 | $1.36M | Buy |
+5,773
| New | +$1.32M | 0.35% | 35 |
|
|
2019
Q4 | $1.47M | Sell |
6,116
-13
| -0.2% | -$2.87K | 0.42% | 44 |
|
|
2019
Q3 | $1.19M | Sell |
6,129
-2
| -0% | -$384 | 0.4% | 48 |
|
|
2019
Q2 | $1.13M | Sell |
6,131
-1,217
| -17% | -$218K | 0.43% | 46 |
|
|
2019
Q1 | $1.4M | Sell |
7,348
-94
| -1% | -$18K | 0.53% | 39 |
|
|
2018
Q4 | $1.45M | Buy |
+7,442
| New | +$1.45M | 0.59% | 37 |
|
|
2015
Q3 | $745K | Hold |
5,387
| – | – | 1.35% | 11 |
|
|
2015
Q2 | $827K | Hold |
5,387
| – | – | 1.21% | 10 |
|
|
2015
Q1 | $861K | Hold |
5,387
| – | – | 1.24% | 11 |
|
|
2014
Q4 | $858K | Buy |
+5,387
| New | +$839K | 0.88% | 12 |
|
Other funds holding AMGN
Wealthquest's AMGN Position: Q2 2026 in Review
Wealthquest reduced its Amgen (AMGN) stake by 23% in Q2 2026, selling an estimated $236K and leaving 2,314 shares worth $838K. The position accounts for 0.05% of the portfolio, ranked #71.
Wealthquest first reported a position in AMGN in Q4 2014 and has held it in 33 quarters since. The position peaked at $1.47M in Q4 2019. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Wealthquest held 2,314 shares of Amgen worth $838K as of Q2 2026.
- Wealthquest sold 688 Amgen shares in Q2 2026, an estimated $236K.
- Amgen made up 0.05% of Wealthquest's portfolio in Q2 2026, its #71 holding.
- Wealthquest first reported a position in Amgen in Q4 2014 and has held it in 33 quarters since.
- Wealthquest's Amgen position peaked at $1.47M in Q4 2019.
- 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.