Bennett Associates Wealth Management’s Amgen AMGN Stock Holding History

Bennett Associates 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	$520K	Sell	1,479 -138	-9%	-$49.2K	0.35%	31
2025 Q4	$529K	Buy	1,617 +12	+0.7%	+$3.81K	0.37%	30
2025 Q3	$453K	Buy	1,605 +200	+14%	+$58K	0.33%	30
2025 Q2	$392K	Sell	1,405 -104	-7%	-$29.5K	0.3%	31
2025 Q1	$470K	Sell	1,509 -111	-7%	-$32.8K	0.39%	26
2024 Q4	$422K	Buy	+1,620	New	+$481K	0.35%	30
2024 Q3	–	Sell	-1,655	Closed	-$517K	–	46
2024 Q2	$517K	Sell	1,655 -127	-7%	-$37.3K	0.47%	24
2024 Q1	$507K	Buy	1,782 +138	+8%	+$40.4K	0.46%	25
2023 Q4	$474K	Buy	+1,644	New	+$448K	0.46%	27

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

Bennett Associates Wealth Management's AMGN Position: Q1 2026 in Review

Bennett Associates Wealth Management reduced its Amgen (AMGN) stake by 8.5% in Q1 2026, selling an estimated $49.2K and leaving 1,479 shares worth $520K. The position accounts for 0.35% of the portfolio, ranked #31.

Bennett Associates Wealth Management first reported a position in AMGN in Q4 2023 and has held it in 9 quarters since. The position peaked at $529K in Q4 2025. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Bennett Associates Wealth Management held 1,479 shares of Amgen worth $520K as of Q1 2026.
Bennett Associates Wealth Management sold 138 Amgen shares in Q1 2026, an estimated $49.2K.
Amgen made up 0.35% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #31 holding.
Bennett Associates Wealth Management first reported a position in Amgen in Q4 2023 and has held it in 9 quarters since.
Bennett Associates Wealth Management's Amgen position peaked at $529K in Q4 2025.
3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.