Wealthspire Advisors (New York)’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 | $4.86M | Buy |
13,416
+4,183
| +45% | +$1.43M | 0.03% | 268 |
|
|
2026
Q1 | $3.25M | Sell |
9,233
-2,524
| -21% | -$900K | 0.03% | 212 |
|
|
2025
Q4 | $3.85M | Buy |
11,757
+4,158
| +55% | +$1.32M | 0.03% | 187 |
|
|
2025
Q3 | $2.14M | Sell |
7,599
-617
| -8% | -$179K | 0.01% | 264 |
|
|
2025
Q2 | $2.29M | Sell |
8,216
-12
| -0.1% | -$3.4K | 0.01% | 263 |
|
|
2025
Q1 | $2.56M | Sell |
8,228
-113
| -1% | -$33.4K | 0.02% | 238 |
|
|
2024
Q4 | $2.17M | Sell |
8,341
-328
| -4% | -$97.3K | 0.02% | 236 |
|
|
2024
Q3 | $2.79M | Buy |
8,669
+262
| +3% | +$85.7K | 0.03% | 204 |
|
|
2024
Q2 | $2.63M | Sell |
8,407
-103
| -1% | -$30.3K | 0.03% | 170 |
|
|
2024
Q1 | $2.42M | Sell |
8,510
-407
| -5% | -$119K | 0.03% | 175 |
|
|
2023
Q4 | $2.57M | Sell |
8,917
-195
| -2% | -$53.1K | 0.04% | 161 |
|
|
2023
Q3 | $2.45M | Buy |
9,112
+5,326
| +141% | +$1.33M | 0.04% | 149 |
|
|
2023
Q2 | $841K | Sell |
3,786
-420
| -10% | -$97.5K | 0.01% | 280 |
|
|
2023
Q1 | $1.02M | Sell |
4,206
-1,807
| -30% | -$444K | 0.02% | 237 |
|
|
2022
Q4 | $1.58M | Buy |
6,013
+1,956
| +48% | +$524K | 0.03% | 187 |
|
|
2022
Q3 | $914K | Sell |
4,057
-316
| -7% | -$76.6K | 0.02% | 240 |
|
|
2022
Q2 | $1.06M | Buy |
4,373
+1,723
| +65% | +$422K | 0.02% | 207 |
|
|
2022
Q1 | $641K | Sell |
2,650
-3,203
| -55% | -$736K | 0.01% | 234 |
|
|
2021
Q4 | $1.32M | Buy |
5,853
+743
| +15% | +$157K | 0.03% | 191 |
|
|
2021
Q3 | $1.09M | Buy |
5,110
+3,265
| +177% | +$751K | 0.02% | 235 |
|
|
2021
Q2 | $450K | Sell |
1,845
-8,571
| -82% | -$2.11M | 0.01% | 237 |
|
|
2021
Q1 | $2.59M | Buy |
10,416
+2,718
| +35% | +$649K | 0.06% | 144 |
|
|
2020
Q4 | $1.77M | Buy |
7,698
+2,889
| +60% | +$666K | 0.05% | 145 |
|
|
2020
Q3 | $1.22M | Buy |
4,809
+319
| +7% | +$79K | 0.07% | 114 |
|
|
2020
Q2 | $1.06M | Sell |
4,490
-8,494
| -65% | -$1.94M | 0.07% | 102 |
|
|
2020
Q1 | $2.63M | Buy |
12,984
+10,858
| +511% | +$2.37M | 0.11% | 104 |
|
|
2019
Q4 | $512K | Buy |
2,126
+473
| +29% | +$104K | 0.04% | 103 |
|
|
2019
Q3 | $320K | Buy |
+1,653
| New | +$317K | 0.03% | 110 |
|
|
2019
Q1 | – | Sell |
-469
| Closed | -$91K | – | 83 |
|
|
2018
Q4 | $91K | Buy |
+469
| New | +$91.5K | 0.01% | 117 |
|
Other funds holding AMGN
Wealthspire Advisors (New York)'s AMGN Position: Q2 2026 in Review
Wealthspire Advisors (New York) increased its Amgen (AMGN) stake by 45% in Q2 2026, buying an estimated $1.43M and bringing the position to 13,416 shares worth $4.86M. The position accounts for 0.03% of the portfolio, ranked #268.
Wealthspire Advisors (New York) first reported a position in AMGN in Q4 2018 and has held it in 29 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Wealthspire Advisors (New York) held 13,416 shares of Amgen worth $4.86M as of Q2 2026.
- Wealthspire Advisors (New York) bought 4,183 Amgen shares in Q2 2026, an estimated $1.43M.
- Amgen made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #268 holding.
- Wealthspire Advisors (New York) first reported a position in Amgen in Q4 2018 and has held it in 29 quarters since.
- 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.