Ownership history in FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Β· 104 quarters on record
This page tracks every 13F SEC filing in which FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported a position in Amgen COM (AMGN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FERGUSON WELLMAN CAPITAL MANAGEMENT, INC underperformed the S&P 500 by β3.5% annually on this AMGN position. Timing score: 42% (43/102 decisions correct). Average cost basis: $103.65. Maximum drawdown during holding period: β47.6%.
β οΈ Trailed SPY by 3.5% ann. on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
43 of 102 add/trim decisions correct
Best entry: $27.56 (1999 Q3) Β· Worst: $325.06 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
53 adds Β· 50 trims. Bought during 22 of 47 down-price quarters. π More buys than sells across the holding period.
π FERGUSON WELLMAN CAPITAL MANAGEMENT, INC has been actively increasing its AMGN allocation β a bullish signal from insiders.
Currently 1.65% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size