Whitney & Co’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 | $3.39M | Sell |
9,351
-241
| -3% | -$82.5K | 0.25% | 69 |
|
|
2026
Q1 | $3.38M | Buy |
9,592
+85
| +0.9% | +$30.3K | 0.28% | 64 |
|
|
2025
Q4 | $3.11M | Buy |
9,507
+441
| +5% | +$140K | 0.25% | 68 |
|
|
2025
Q3 | $2.56M | Hold |
9,066
| – | – | 0.23% | 65 |
|
|
2025
Q2 | $2.53M | Sell |
9,066
-15
| -0.2% | -$4.25K | 0.25% | 62 |
|
|
2025
Q1 | $2.83M | Sell |
9,081
-49
| -0.5% | -$14.5K | 0.3% | 61 |
|
|
2024
Q4 | $2.38M | Hold |
9,130
| – | – | 0.25% | 58 |
|
|
2024
Q3 | $2.94M | Sell |
9,130
-231
| -2% | -$75.6K | 0.32% | 56 |
|
|
2024
Q2 | $2.92M | Sell |
9,361
-60
| -0.6% | -$17.6K | 0.34% | 56 |
|
|
2024
Q1 | $2.68M | Sell |
9,421
-500
| -5% | -$146K | 0.32% | 56 |
|
|
2023
Q4 | $2.86M | Buy |
9,921
+71
| +0.7% | +$19.3K | 0.37% | 53 |
|
|
2023
Q3 | $2.65M | Sell |
9,850
-19
| -0.2% | -$4.74K | 0.4% | 51 |
|
|
2023
Q2 | $2.19M | Buy |
9,869
+41
| +0.4% | +$9.51K | 0.32% | 52 |
|
|
2023
Q1 | $2.38M | Buy |
9,828
+86
| +0.9% | +$21.1K | 0.38% | 52 |
|
|
2022
Q4 | $2.56M | Sell |
9,742
-21
| -0.2% | -$5.63K | 0.47% | 50 |
|
|
2022
Q3 | $2.2M | Sell |
9,763
-10
| -0.1% | -$2.42K | 0.43% | 51 |
|
|
2022
Q2 | $2.38M | Buy |
9,773
+58
| +0.6% | +$14.2K | 0.43% | 53 |
|
|
2022
Q1 | $2.35M | Sell |
9,715
-25,490
| -72% | -$5.86M | 0.36% | 58 |
|
|
2021
Q4 | $7.92M | Sell |
35,205
-3,931
| -10% | -$830K | 1.16% | 36 |
|
|
2021
Q3 | $8.32M | Buy |
39,136
+425
| +1% | +$97.8K | 1.33% | 32 |
|
|
2021
Q2 | $9.44M | Buy |
38,711
+110
| +0.3% | +$27.1K | 1.51% | 28 |
|
|
2021
Q1 | $9.6M | Buy |
38,601
+449
| +1% | +$107K | 1.68% | 18 |
|
|
2020
Q4 | $9.87M | Buy |
38,152
+352
| +0.9% | +$81.2K | 1.59% | 19 |
|
|
2020
Q3 | $9.61M | Buy |
37,800
+298
| +0.8% | +$73.8K | 1.8% | 17 |
|
|
2020
Q2 | $8.85M | Buy |
37,502
+8,963
| +31% | +$2.04M | 1.81% | 19 |
|
|
2020
Q1 | $5.79M | Buy |
28,539
+395
| +1% | +$86.3K | 1.43% | 26 |
|
|
2019
Q4 | $6.79M | Buy |
28,144
+58
| +0.2% | +$12.8K | 1.35% | 26 |
|
|
2019
Q3 | $6.02M | Buy |
28,086
+728
| +3% | +$140K | 1.26% | 29 |
|
|
2019
Q2 | $5.04M | Buy |
27,358
+210
| +0.8% | +$37.6K | 1.13% | 36 |
|
|
2019
Q1 | $4.87M | Buy |
27,148
+871
| +3% | +$166K | 1.1% | 37 |
|
|
2018
Q4 | $4.89M | Buy |
26,277
+906
| +4% | +$177K | 1.25% | 32 |
|
|
2018
Q3 | $4.97M | Buy |
25,371
+679
| +3% | +$134K | 1.2% | 36 |
|
|
2018
Q2 | $4.56M | Buy |
24,692
+677
| +3% | +$120K | 1.22% | 38 |
|
|
2018
Q1 | $4.09M | Buy |
24,015
+462
| +2% | +$84.8K | 1.17% | 35 |
|
|
2017
Q4 | $4.1M | Buy |
23,553
+995
| +4% | +$176K | 1.19% | 38 |
|
|
2017
Q3 | $3.88M | Hold |
22,558
| – | – | 1.3% | 36 |
|
|
2017
Q2 | $3.88M | Buy |
22,558
+4,350
| +24% | +$708K | 1.27% | 37 |
|
|
2017
Q1 | $2.99M | Buy |
18,208
+2,325
| +15% | +$386K | 1.09% | 44 |
|
|
2016
Q4 | $2.32M | Sell |
15,883
-149
| -0.9% | -$22.4K | 0.87% | 50 |
|
|
2016
Q3 | $2.67M | Buy |
16,032
+147
| +0.9% | +$24.9K | 1.07% | 43 |
|
|
2016
Q2 | $2.42M | Buy |
15,885
+363
| +2% | +$56.4K | 0.98% | 45 |
|
|
2016
Q1 | $2.33M | Buy |
15,522
+1,066
| +7% | +$158K | 1% | 42 |
|
|
2015
Q4 | $2.35M | Sell |
14,456
-170
| -1% | -$26.7K | 1.02% | 44 |
|
|
2015
Q3 | $2.02M | Buy |
14,626
+250
| +2% | +$39.4K | 0.92% | 49 |
|
|
2015
Q2 | $2.21M | Hold |
14,376
| – | – | 0.96% | 43 |
|
|
2015
Q1 | $2.3M | Sell |
14,376
-349
| -2% | -$55K | 1.03% | 43 |
|
|
2014
Q4 | $2.35M | Sell |
14,725
-200
| -1% | -$31.2K | 1.05% | 44 |
|
|
2014
Q3 | $2.1M | Sell |
14,925
-25
| -0.2% | -$3.26K | 0.97% | 46 |
|
|
2014
Q2 | $1.77M | Buy |
14,950
+10,700
| +252% | +$1.24M | 0.82% | 53 |
|
|
2014
Q1 | $524K | Buy |
4,250
+150
| +4% | +$18.2K | 0.26% | 74 |
|
|
2013
Q4 | $468K | Sell |
4,100
-400
| -9% | -$45.5K | 0.26% | 73 |
|
|
2013
Q3 | $504K | Buy |
4,500
+100
| +2% | +$10.8K | 0.35% | 69 |
|
|
2013
Q2 | $434K | Buy |
+4,400
| New | +$457K | 0.32% | 70 |
|
Other funds holding AMGN
Whitney & Co's AMGN Position: Q2 2026 in Review
Whitney & Co reduced its Amgen (AMGN) stake by 2.5% in Q2 2026, selling an estimated $82.5K and leaving 9,351 shares worth $3.39M. The position accounts for 0.25% of the portfolio, ranked #69.
Whitney & Co first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.87M in Q4 2020. 1,515 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.
- Whitney & Co held 9,351 shares of Amgen worth $3.39M as of Q2 2026.
- Whitney & Co sold 241 Amgen shares in Q2 2026, an estimated $82.5K.
- Amgen made up 0.25% of Whitney & Co's portfolio in Q2 2026, its #69 holding.
- Whitney & Co first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
- Whitney & Co's Amgen position peaked at $9.87M in Q4 2020.
- 1,515 funds tracked by Wall St. Rank held Amgen as of Q2 2026.
Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.