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Barrett & Company’s Amgen AMGN Stock Holding History

Barrett & Company’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 		$322K Buy
914
+3
+0.3% +$1.07K 0.11% 109
2025
Q4 		$298K Sell
911
-97
-10% -$30.8K 0.1% 113
2025
Q3 		$284K Buy
1,008
+4
+0.4% +$1.16K 0.1% 122
2025
Q2 		$280K Buy
1,004
+3
+0.3% +$850 0.11% 121
2025
Q1 		$312K Buy
1,001
+3
+0.3% +$886 0.13% 106
2024
Q4 		$260K Buy
998
+104
+12% +$30.9K 0.11% 118
2024
Q3 		$288K Buy
894
+3
+0.3% +$981 0.12% 112
2024
Q2 		$279K Buy
891
+3
+0.3% +$881 0.13% 113
2024
Q1 		$253K Sell
888
-147
-14% -$43K 0.12% 112
2023
Q4 		$298K Buy
1,035
+3
+0.3% +$817 0.16% 103
2023
Q3 		$277K Buy
1,032
+4
+0.4% +$998 0.16% 100
2023
Q2 		$228K Buy
1,028
+4
+0.4% +$928 0.13% 118
2023
Q1 		$248K Buy
1,024
+135
+15% +$33.1K 0.16% 108
2022
Q4 		$234K Hold
889
– – 0.15% 105
2022
Q3 		$234K Buy
+889
New +$215K 0.15% 105

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

Barrett & Company's AMGN Position: Q1 2026 in Review

Barrett & Company increased its Amgen (AMGN) stake by 0.33% in Q1 2026, buying an estimated $1.07K and bringing the position to 914 shares worth $322K. The position accounts for 0.11% of the portfolio, ranked #109.

Barrett & Company first reported a position in AMGN in Q3 2022 and has held it in 15 quarters since. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Barrett & Company held 914 shares of Amgen worth $322K as of Q1 2026.
  • Barrett & Company bought 3 Amgen shares in Q1 2026, an estimated $1.07K.
  • Amgen made up 0.11% of Barrett & Company's portfolio in Q1 2026, its #109 holding.
  • Barrett & Company first reported a position in Amgen in Q3 2022 and has held it in 15 quarters since.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.