Aviso Wealth Management’s Amgen AMGN Stock Holding History

Aviso Wealth Management’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	$915K	Buy	2,601 +42	+2%	+$15K	0.41%	54
2025 Q4	$838K	Buy	2,559 +257	+11%	+$81.5K	0.35%	67
2025 Q3	$650K	Buy	2,302 +158	+7%	+$45.8K	0.28%	78
2025 Q2	$599K	Sell	2,144 -12	-0.6%	-$3.4K	0.28%	82
2025 Q1	$672K	Sell	2,156 -110	-5%	-$32.5K	0.36%	74
2024 Q4	$590K	Buy	2,266 +243	+12%	+$72.1K	0.3%	79
2024 Q3	$652K	Sell	2,023 -990	-33%	-$324K	0.35%	77
2024 Q2	$941K	Buy	3,013 +1,185	+65%	+$348K	0.56%	45
2024 Q1	$520K	Buy	1,828 +259	+17%	+$75.8K	0.33%	81
2023 Q4	$452K	Buy	+1,569	New	+$428K	0.33%	77

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

Aviso Wealth Management's AMGN Position: Q1 2026 in Review

Aviso Wealth Management increased its Amgen (AMGN) stake by 1.6% in Q1 2026, buying an estimated $15K and bringing the position to 2,601 shares worth $915K. The position accounts for 0.41% of the portfolio, ranked #54.

Aviso Wealth Management first reported a position in AMGN in Q4 2023 and has held it in 10 quarters since. The position peaked at $941K in Q2 2024. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Aviso Wealth Management held 2,601 shares of Amgen worth $915K as of Q1 2026.
Aviso Wealth Management bought 42 Amgen shares in Q1 2026, an estimated $15K.
Amgen made up 0.41% of Aviso Wealth Management's portfolio in Q1 2026, its #54 holding.
Aviso Wealth Management first reported a position in Amgen in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Amgen position peaked at $941K in Q2 2024.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

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