Alpha Family Trust’s Amgen AMGN Stock Holding History

Alpha Family Trust’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	$1.64M	Hold	4,670	–	–	0.8%	23
2025 Q4	$1.53M	Hold	4,670	–	–	0.7%	21
2025 Q3	$1.32M	Hold	4,670	–	–	0.62%	24
2025 Q2	$1.3M	Hold	4,670	–	–	0.65%	22
2025 Q1	$1.45M	Buy	4,670 +750	+19%	+$221K	0.85%	17
2024 Q4	$1.02M	Hold	3,920	–	–	0.57%	26
2024 Q3	$1.26M	Hold	3,920	–	–	0.71%	20
2024 Q2	$1.22M	Hold	3,920	–	–	0.72%	20
2024 Q1	$1.11M	Hold	3,920	–	–	0.67%	27
2023 Q4	$1.13M	Hold	3,920	–	–	0.76%	23
2023 Q3	$1.05M	Hold	3,920	–	–	0.8%	18
2023 Q2	$870K	Buy	+3,920	New	+$910K	0.61%	26
2023 Q1	–	Sell	-3,210	Closed	-$843K	–	122
2022 Q4	$843K	Buy	+3,210	New	+$860K	0.76%	21
2022 Q3	–	Sell	-920	Closed	-$224K	–	47
2022 Q2	$224K	Buy	+920	New	+$225K	0.14%	46

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

Alpha Family Trust's AMGN Position: Q1 2026 in Review

Alpha Family Trust held its Amgen (AMGN) position steady in Q1 2026 at 4,670 shares worth $1.64M. The position accounts for 0.8% of the portfolio, ranked #23.

Alpha Family Trust first reported a position in AMGN in Q2 2022 and has held it in 14 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Alpha Family Trust held 4,670 shares of Amgen worth $1.64M as of Q1 2026.
Alpha Family Trust left its Amgen share count unchanged in Q1 2026.
Amgen made up 0.8% of Alpha Family Trust's portfolio in Q1 2026, its #23 holding.
Alpha Family Trust first reported a position in Amgen in Q2 2022 and has held it in 14 quarters since.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.