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Ball & Co Wealth Management’s Amgen AMGN Stock Holding History

Ball & Co 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 		$5.01M Buy
14,254
+94
+0.7% +$33.5K 4.2% 8
2025
Q4 		$4.63M Buy
14,160
+58
+0.4% +$18.4K 2.98% 11
2025
Q3 		$3.98M Buy
14,102
+81
+0.6% +$23.5K 2.65% 10
2025
Q2 		$3.91M Buy
14,021
+104
+0.7% +$29.5K 4.17% 7
2025
Q1 		$4.33M Sell
13,917
-328
-2% -$96.9K 4.65% 8
2024
Q4 		$3.71M Buy
+14,245
New +$4.23M 2.95% 7

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

Ball & Co Wealth Management's AMGN Position: Q1 2026 in Review

Ball & Co Wealth Management increased its Amgen (AMGN) stake by 0.66% in Q1 2026, buying an estimated $33.5K and bringing the position to 14,254 shares worth $5.01M. The position accounts for 4.2% of the portfolio, ranked #8.

Ball & Co Wealth Management first reported a position in AMGN in Q4 2024 and has held it in 6 quarters since. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Ball & Co Wealth Management held 14,254 shares of Amgen worth $5.01M as of Q1 2026.
  • Ball & Co Wealth Management bought 94 Amgen shares in Q1 2026, an estimated $33.5K.
  • Amgen made up 4.2% of Ball & Co Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Ball & Co Wealth Management first reported a position in Amgen in Q4 2024 and has held it in 6 quarters since.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.