Beverly Hills Private Wealth’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$866K Buy
2,461
+530
+27% +$189K 0.14% 137
2025
Q4
$632K Sell
1,931
-50
-3% -$15.9K 0.11% 150
2025
Q3
$559K Buy
1,981
+12
+0.6% +$3.48K 0.1% 169
2025
Q2
$550K Buy
1,969
+37
+2% +$10.5K 0.1% 163
2025
Q1
$602K Buy
1,932
+44
+2% +$13K 0.12% 149
2024
Q4
$492K Sell
1,888
-215
-10% -$63.8K 0.1% 174
2024
Q3
$678K Sell
2,103
-44
-2% -$14.4K 0.14% 152
2024
Q2
$671K Sell
2,147
-337
-14% -$99K 0.15% 149
2024
Q1
$706K Sell
2,484
-94
-4% -$27.5K 0.16% 142
2023
Q4
$743K Sell
2,578
-86
-3% -$23.4K 0.19% 115
2023
Q3
$716K Sell
2,664
-517
-16% -$129K 0.21% 106
2023
Q2
$774K Buy
3,181
+752
+31% +$174K 0.13% 175
2023
Q1
$587K Buy
2,429
+646
+36% +$159K 0.18% 125
2022
Q4
$468K Buy
+1,783
New +$478K 0.2% 114

Other funds holding AMGN

Beverly Hills Private Wealth's AMGN Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Amgen (AMGN) stake by 27% in Q1 2026, buying an estimated $189K and bringing the position to 2,461 shares worth $866K. The position accounts for 0.14% of the portfolio, ranked #137.

Beverly Hills Private Wealth first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Beverly Hills Private Wealth held 2,461 shares of Amgen worth $866K as of Q1 2026.
  • Beverly Hills Private Wealth bought 530 Amgen shares in Q1 2026, an estimated $189K.
  • Amgen made up 0.14% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #137 holding.
  • Beverly Hills Private Wealth first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.