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AIMZ Investment Advisors’s Amgen AMGN Stock Holding History

AIMZ Investment Advisors’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 		$4.53M Sell
12,884
-60
-0.5% -$21.4K 1.4% 19
2025
Q4 		$4.24M Sell
12,944
-88
-0.7% -$27.9K 1.21% 29
2025
Q3 		$3.68M Sell
13,032
-88
-0.7% -$25.5K 1.15% 28
2025
Q2 		$3.66M Sell
13,120
-99
-0.7% -$28K 1.23% 27
2025
Q1 		$4.12M Buy
13,219
+2
+0% +$591 1.44% 24
2024
Q4 		$3.44M Sell
13,217
-148
-1% -$43.9K 1.2% 27
2024
Q3 		$4.31M Sell
13,365
-174
-1% -$56.9K 1.47% 22
2024
Q2 		$4.23M Sell
13,539
-153
-1% -$44.9K 1.52% 19
2024
Q1 		$3.89M Sell
13,692
-423
-3% -$124K 1.45% 19
2023
Q4 		$4.07M Sell
14,115
-156
-1% -$42.5K 1.65% 14
2023
Q3 		$3.84M Sell
14,271
-99
-0.7% -$24.7K 1.71% 17
2023
Q2 		$3.19M Buy
14,370
+2
+0% +$464 1.37% 23
2023
Q1 		$3.47M Sell
14,368
-73
-0.5% -$17.9K 1.56% 20
2022
Q4 		$3.79M Sell
14,441
-423
-3% -$113K 1.79% 16
2022
Q3 		$3.35M Sell
14,864
-24
-0.2% -$5.82K 1.7% 18
2022
Q2 		$3.62M Sell
14,888
-68
-0.5% -$16.7K 1.74% 18
2022
Q1 		$3.62M Sell
14,956
-398
-3% -$91.4K 1.49% 20
2021
Q4 		$3.45M Buy
15,354
+401
+3% +$84.6K 1.34% 25
2021
Q3 		$3.18M Sell
14,953
-26
-0.2% -$5.98K 1.44% 19
2021
Q2 		$3.65M Sell
14,979
-42
-0.3% -$10.3K 1.64% 17
2021
Q1 		$3.74M Sell
15,021
-158
-1% -$37.7K 1.83% 15
2020
Q4 		$3.49M Buy
15,179
+1
+0% +$231 1.83% 15
2020
Q3 		$3.86M Sell
15,178
-184
-1% -$45.6K 2.31% 10
2020
Q2 		$3.62M Sell
15,362
-73
-0.5% -$16.7K 2.35% 9
2020
Q1 		$3.13M Sell
15,435
-174
-1% -$38K 2.43% 9
2019
Q4 		$3.76M Sell
15,609
-349
-2% -$76.9K 2.44% 8
2019
Q3 		$3.09M Sell
15,958
-372
-2% -$71.4K 2.13% 14
2019
Q2 		$3.01M Buy
16,330
+1
+0% +$179 2.08% 16
2019
Q1 		$3.1M Buy
16,329
+2
+0% +$382 2.13% 16
2018
Q4 		$3.18M Sell
16,327
-627
-4% -$122K 2.45% 12
2018
Q3 		$3.51M Sell
16,954
-799
-5% -$157K 2.26% 11
2018
Q2 		$3.28M Sell
17,753
-99
-0.6% -$17.5K 2.32% 11
2018
Q1 		$3.04M Sell
17,852
-198
-1% -$36.3K 2.21% 11
2017
Q4 		$3.14M Sell
18,050
-73
-0.4% -$12.9K 2.36% 9
2017
Q3 		$3.38M Buy
18,123
+1
+0% +$177 2.77% 6
2017
Q2 		$3.12M Buy
18,122
+2
+0% +$325 2.62% 6
2017
Q1 		$2.97M Sell
18,120
-24
-0.1% -$3.99K 2.51% 10
2016
Q4 		$2.65M Buy
18,144
+8
+0% +$1.2K 2.37% 11
2016
Q3 		$3.02M Sell
18,136
-1,424
-7% -$241K 2.71% 8
2016
Q2 		$2.98M Sell
19,560
-19,998
-51% -$3.11M 2.73% 4
2016
Q1 		$6.13M Buy
39,558
+19,644
+99% +$2.92M 2.7% 7
2015
Q4 		$3.23M Buy
19,914
+1
+0% +$157 2.95% 5
2015
Q3 		$2.75M Buy
19,913
+101
+0.5% +$15.9K 2.53% 9
2015
Q2 		$3.04M Buy
19,812
+70
+0.4% +$11.2K 2.64% 7
2015
Q1 		$3.16M Buy
19,742
+51
+0.3% +$8.03K 2.7% 8
2014
Q4 		$3.14M Buy
+19,691
New +$3.07M 2.8% 8

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AIMZ Investment Advisors's AMGN Position: Q1 2026 in Review

AIMZ Investment Advisors reduced its Amgen (AMGN) stake by 0.46% in Q1 2026, selling an estimated $21.4K and leaving 12,884 shares worth $4.53M. The position accounts for 1.4% of the portfolio, ranked #19.

AIMZ Investment Advisors first reported a position in AMGN in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.13M in Q1 2016. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • AIMZ Investment Advisors held 12,884 shares of Amgen worth $4.53M as of Q1 2026.
  • AIMZ Investment Advisors sold 60 Amgen shares in Q1 2026, an estimated $21.4K.
  • Amgen made up 1.4% of AIMZ Investment Advisors's portfolio in Q1 2026, its #19 holding.
  • AIMZ Investment Advisors first reported a position in Amgen in Q4 2014 and has held it in 46 quarters since.
  • AIMZ Investment Advisors's Amgen position peaked at $6.13M in Q1 2016.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.