1 North Wealth Services’s Amgen AMGN Stock Holding History

1 North Wealth Services’s Portfolio AMGN Stock Details AMGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.3K	Hold	106	–	–	0.01%	97
2025 Q4	$34.7K	Sell	106 -30	-22%	-$9.52K	0.01%	102
2025 Q3	$38.4K	Hold	136	–	–	0.02%	92
2025 Q2	$38K	Hold	136	–	–	0.02%	95
2025 Q1	$42.4K	Buy	+136	New	+$40.2K	0.02%	88
2019 Q4	$196K	Hold	814	–	–	0.12%	60
2019 Q3	$158K	Buy	+814	New	+$156K	0.11%	58
2019 Q1	$155K	Sell	814 -3	-0.4%	-$573	0.11%	57
2018 Q4	$159K	Buy	+817	New	+$159K	0.13%	53

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

1 North Wealth Services's AMGN Position: Q1 2026 in Review

1 North Wealth Services held its Amgen (AMGN) position steady in Q1 2026 at 106 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #97.

1 North Wealth Services first reported a position in AMGN in Q4 2018 and has held it in 9 quarters since. The position peaked at $196K in Q4 2019. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

1 North Wealth Services held 106 shares of Amgen worth $37.3K as of Q1 2026.
1 North Wealth Services left its Amgen share count unchanged in Q1 2026.
Amgen made up 0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #97 holding.
1 North Wealth Services first reported a position in Amgen in Q4 2018 and has held it in 9 quarters since.
1 North Wealth Services's Amgen position peaked at $196K in Q4 2019.
3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.