Balboa Wealth Partners’s Amgen AMGN Stock Holding History

Balboa 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	$312K	Sell	887 -69	-7%	-$24.6K	0.05%	302
2025 Q4	$313K	Sell	956 -79	-8%	-$25.1K	0.05%	284
2025 Q3	$292K	Buy	1,035 +49	+5%	+$14.2K	0.05%	274
2025 Q2	$275K	Buy	986 +43	+5%	+$12.2K	0.06%	263
2025 Q1	$294K	Sell	943 -6	-0.6%	-$1.77K	0.07%	202
2024 Q4	$247K	Sell	949 -848	-47%	-$252K	0.06%	242
2024 Q3	$579K	Buy	1,797 +603	+51%	+$197K	0.14%	125
2024 Q2	$373K	Buy	1,194 +118	+11%	+$34.7K	0.1%	158
2024 Q1	$306K	Sell	1,076 -256	-19%	-$74.9K	0.09%	162
2023 Q4	$384K	Buy	1,332 +386	+41%	+$105K	0.13%	131
2023 Q3	$254K	Buy	+946	New	+$236K	0.1%	181
2023 Q1	–	Sell	-1,217	Closed	-$320K	–	300
2022 Q4	$320K	Buy	+1,217	New	+$326K	0.14%	146

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

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

Balboa Wealth Partners reduced its Amgen (AMGN) stake by 7.2% in Q1 2026, selling an estimated $24.6K and leaving 887 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #302.

Balboa Wealth Partners first reported a position in AMGN in Q4 2022 and has held it in 12 quarters since. The position peaked at $579K in Q3 2024. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Balboa Wealth Partners held 887 shares of Amgen worth $312K as of Q1 2026.
Balboa Wealth Partners sold 69 Amgen shares in Q1 2026, an estimated $24.6K.
Amgen made up 0.05% of Balboa Wealth Partners's portfolio in Q1 2026, its #302 holding.
Balboa Wealth Partners first reported a position in Amgen in Q4 2022 and has held it in 12 quarters since.
Balboa Wealth Partners's Amgen position peaked at $579K in Q3 2024.
3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.