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Balanced Rock Investment Advisors’s Amgen AMGN Stock Holding History

Balanced Rock Investment 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
2026
Q1 		$221K Buy
+627
New +$224K 0.15% 92
2025
Q3 		– Sell
-736
Closed -$205K – 97
2025
Q2 		$205K Sell
736
-85
-10% -$24.1K 0.16% 94
2025
Q1 		$256K Sell
821
-52
-6% -$15.4K 0.2% 77
2024
Q4 		$228K Sell
873
-586
-40% -$174K 0.18% 81
2024
Q3 		$470K Sell
1,459
-56
-4% -$18.3K 0.37% 53
2024
Q2 		$473K Sell
1,515
-48
-3% -$14.1K 0.4% 51
2024
Q1 		$444K Sell
1,563
-339
-18% -$99.2K 0.38% 56
2023
Q4 		$548K Buy
+1,902
New +$518K 0.49% 52

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

Balanced Rock Investment Advisors's AMGN Position: Q1 2026 in Review

Balanced Rock Investment Advisors opened a new position in Amgen (AMGN) in Q1 2026: 627 shares worth $221K. The stake represents 0.15% of the portfolio and ranks #92 among its holdings. This is a return to the name: Balanced Rock Investment Advisors previously reported a position in AMGN as recently as Q2 2025.

Balanced Rock Investment Advisors first reported a position in AMGN in Q4 2023 and has held it in 8 quarters since. The position peaked at $548K in Q4 2023. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Balanced Rock Investment Advisors held 627 shares of Amgen worth $221K as of Q1 2026.
  • Amgen was a new Balanced Rock Investment Advisors position in Q1 2026.
  • Amgen made up 0.15% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #92 holding.
  • Balanced Rock Investment Advisors first reported a position in Amgen in Q4 2023 and has held it in 8 quarters since.
  • Balanced Rock Investment Advisors's Amgen position peaked at $548K in Q4 2023.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.