AWP
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Ascent Wealth Partners’s Amgen AMGN Stock Holding History

Ascent Wealth Partners’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 		$4.62M Buy
13,143
+663
+5% +$236K 0.54% 58
2025
Q4 		$4.08M Buy
12,480
+4,205
+51% +$1.33M 0.47% 58
2025
Q3 		$2.34M Sell
8,275
-737
-8% -$214K 0.27% 74
2025
Q2 		$2.52M Sell
9,012
-106
-1% -$30K 0.31% 67
2025
Q1 		$2.84M Buy
9,118
+94
+1% +$27.8K 0.38% 60
2024
Q4 		$2.35M Buy
9,024
+64
+0.7% +$19K 0.32% 62
2024
Q3 		$2.89M Sell
8,960
-33
-0.4% -$10.8K 0.4% 58
2024
Q2 		$2.81M Buy
8,993
+164
+2% +$48.2K 0.41% 55
2024
Q1 		$2.43M Buy
8,829
+5,088
+136% +$1.49M 0.36% 59
2023
Q4 		$1.08M Buy
3,741
+120
+3% +$32.7K 0.18% 96
2023
Q3 		$973K Buy
+3,621
New +$904K 0.18% 97

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

Ascent Wealth Partners's AMGN Position: Q1 2026 in Review

Ascent Wealth Partners increased its Amgen (AMGN) stake by 5.3% in Q1 2026, buying an estimated $236K and bringing the position to 13,143 shares worth $4.62M. The position accounts for 0.54% of the portfolio, ranked #58.

Ascent Wealth Partners first reported a position in AMGN in Q3 2023 and has held it in 11 quarters since. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Ascent Wealth Partners held 13,143 shares of Amgen worth $4.62M as of Q1 2026.
  • Ascent Wealth Partners bought 663 Amgen shares in Q1 2026, an estimated $236K.
  • Amgen made up 0.54% of Ascent Wealth Partners's portfolio in Q1 2026, its #58 holding.
  • Ascent Wealth Partners first reported a position in Amgen in Q3 2023 and has held it in 11 quarters since.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

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