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Atlantic Family Wealth’s Amgen AMGN Stock Holding History

Atlantic Family 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 		$225K Sell
639
-265
-29% -$94.5K 0.16% 57
2025
Q4 		$296K Sell
904
-148
-14% -$46.9K 0.22% 40
2025
Q3 		$297K Buy
1,052
+120
+13% +$34.8K 0.23% 40
2025
Q2 		$260K Buy
932
+131
+16% +$37.1K 0.23% 35
2025
Q1 		$250K Buy
+801
New +$237K 0.23% 35

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

Atlantic Family Wealth's AMGN Position: Q1 2026 in Review

Atlantic Family Wealth reduced its Amgen (AMGN) stake by 29% in Q1 2026, selling an estimated $94.5K and leaving 639 shares worth $225K. The position accounts for 0.16% of the portfolio, ranked #57.

Atlantic Family Wealth first reported a position in AMGN in Q1 2025 and has held it in 5 quarters since. The position peaked at $297K in Q3 2025. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Atlantic Family Wealth held 639 shares of Amgen worth $225K as of Q1 2026.
  • Atlantic Family Wealth sold 265 Amgen shares in Q1 2026, an estimated $94.5K.
  • Amgen made up 0.16% of Atlantic Family Wealth's portfolio in Q1 2026, its #57 holding.
  • Atlantic Family Wealth first reported a position in Amgen in Q1 2025 and has held it in 5 quarters since.
  • Atlantic Family Wealth's Amgen position peaked at $297K in Q3 2025.
  • 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Atlantic Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.