AW
AMGN icon

Alteri Wealth’s Amgen AMGN Stock Holding History

Alteri Wealth’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 		$4.5M Buy
12,791
+121
+1% +$43.1K 1.46% 11
2025
Q4 		$4.15M Buy
12,670
+1
+0% +$317 1.34% 12
2025
Q3 		$3.58M Buy
12,669
+1,021
+9% +$296K 1.23% 15
2025
Q2 		$3.25M Sell
11,648
-266
-2% -$75.4K 1.26% 13
2025
Q1 		$3.71M Buy
11,914
+11
+0.1% +$3.25K 1.63% 9
2024
Q4 		$3.1M Buy
+11,903
New +$3.53M 0.86% 15

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

Alteri Wealth's AMGN Position: Q1 2026 in Review

Alteri Wealth increased its Amgen (AMGN) stake by 0.96% in Q1 2026, buying an estimated $43.1K and bringing the position to 12,791 shares worth $4.5M. The position accounts for 1.46% of the portfolio, ranked #11.

Alteri Wealth first reported a position in AMGN in Q4 2024 and has held it in 6 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Alteri Wealth held 12,791 shares of Amgen worth $4.5M as of Q1 2026.
  • Alteri Wealth bought 121 Amgen shares in Q1 2026, an estimated $43.1K.
  • Amgen made up 1.46% of Alteri Wealth's portfolio in Q1 2026, its #11 holding.
  • Alteri Wealth first reported a position in Amgen in Q4 2024 and has held it in 6 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.