Alan B. Lancz & Associates’s Amgen AMGN Stock Holding History

Alan B. Lancz & Associates’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	$3.42M	Sell	9,730 -500	-5%	-$178K	3.32%	6
2025 Q4	$3.35M	Hold	10,230	–	–	2.94%	6
2025 Q3	$2.89M	Sell	10,230 -100	-1%	-$29K	2.61%	6
2025 Q2	$2.88M	Hold	10,330	–	–	2.89%	7
2025 Q1	$3.22M	Sell	10,330 -300	-3%	-$88.6K	3.43%	5
2024 Q4	$2.77M	Sell	10,630 -1,350	-11%	-$401K	2.81%	7
2024 Q3	$3.86M	Sell	11,980 -50	-0.4%	-$16.4K	3.54%	5
2024 Q2	$3.76M	Buy	+12,030	New	+$3.53M	3.72%	6
2023 Q4	$3.36M	Sell	11,675 -100	-0.8%	-$27.2K	3.53%	5
2023 Q3	$3.16M	Sell	11,775 -100	-0.8%	-$25K	3.6%	5
2023 Q2	$2.64M	Buy	11,875 +500	+4%	+$116K	2.82%	6
2023 Q1	$2.75M	Buy	11,375 +250	+2%	+$61.4K	2.85%	5
2022 Q4	$3.02M	Hold	11,125	–	–	3.05%	3
2022 Q3	$2.51M	Hold	11,125	–	–	2.98%	5
2022 Q2	$2.75M	Sell	11,125 -475	-4%	-$116K	2.72%	5
2022 Q1	$2.81M	Hold	11,600	–	–	2.48%	7
2021 Q4	$2.61M	Buy	+11,600	New	+$2.45M	2.28%	8

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

Alan B. Lancz & Associates's AMGN Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Amgen (AMGN) stake by 4.9% in Q1 2026, selling an estimated $178K and leaving 9,730 shares worth $3.42M. The position accounts for 3.32% of the portfolio, ranked #6.

Alan B. Lancz & Associates first reported a position in AMGN in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.86M in Q3 2024. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Alan B. Lancz & Associates held 9,730 shares of Amgen worth $3.42M as of Q1 2026.
Alan B. Lancz & Associates sold 500 Amgen shares in Q1 2026, an estimated $178K.
Amgen made up 3.32% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #6 holding.
Alan B. Lancz & Associates first reported a position in Amgen in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's Amgen position peaked at $3.86M in Q3 2024.
3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.