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Aptus Capital Advisors’s Amgen AMGN Stock Holding History

Aptus Capital 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
2020
Q4 		– Sell
-70,000
Closed -$17.8M – 472
2020
Q3 		$17.8M Buy
+70,000
New +$17.3M 0.94% 19
2020
Q1 		– Sell
-51,000
Closed -$12.3M – 408
2019
Q4 		$12.3M Buy
+51,000
New +$11.2M 0.87% 33
2019
Q1 		– Sell
-230
Closed -$258K – 308
2018
Q4 		$258K Buy
+230
New +$44.9K 0.07% 124

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

Aptus Capital Advisors's AMGN Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Amgen (AMGN) stake by 7.2% in Q1 2026, selling an estimated $1.14M and leaving 41,466 shares worth $14.6M. The position accounts for 0.11% of the portfolio, ranked #156.

Aptus Capital Advisors first reported a position in AMGN in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.8M in Q1 2025. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Aptus Capital Advisors held 41,466 shares of Amgen worth $14.6M as of Q1 2026.
  • Aptus Capital Advisors sold 3,205 Amgen shares in Q1 2026, an estimated $1.14M.
  • Amgen made up 0.11% of Aptus Capital Advisors's portfolio in Q1 2026, its #156 holding.
  • Aptus Capital Advisors first reported a position in Amgen in Q4 2018 and has held it in 30 quarters since.
  • Aptus Capital Advisors's Amgen position peaked at $14.8M in Q1 2025.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.