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BKM Wealth Management’s Amgen AMGN Stock Holding History

BKM 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 		$2.23M Sell
6,342
-185
-3% -$66K 0.81% 36
2025
Q4 		$2.14M Sell
6,527
-819
-11% -$260K 0.78% 39
2025
Q3 		$2.07M Sell
7,346
-56
-0.8% -$16.2K 0.76% 41
2025
Q2 		$2.07M Buy
7,402
+267
+4% +$75.6K 0.81% 35
2025
Q1 		$2.22M Buy
7,135
+119
+2% +$35.1K 0.92% 34
2024
Q4 		$1.83M Buy
7,016
+454
+7% +$135K 0.75% 37
2024
Q3 		$2.11M Buy
6,562
+194
+3% +$63.5K 0.86% 29
2024
Q2 		$1.99M Buy
6,368
+440
+7% +$129K 0.96% 29
2024
Q1 		$1.69M Buy
5,928
+855
+17% +$250K 0.72% 40
2023
Q4 		$1.46M Buy
+5,073
New +$1.38M 0.62% 46

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

BKM Wealth Management's AMGN Position: Q1 2026 in Review

BKM Wealth Management reduced its Amgen (AMGN) stake by 2.8% in Q1 2026, selling an estimated $66K and leaving 6,342 shares worth $2.23M. The position accounts for 0.81% of the portfolio, ranked #36.

BKM Wealth Management first reported a position in AMGN in Q4 2023 and has held it in 10 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • BKM Wealth Management held 6,342 shares of Amgen worth $2.23M as of Q1 2026.
  • BKM Wealth Management sold 185 Amgen shares in Q1 2026, an estimated $66K.
  • Amgen made up 0.81% of BKM Wealth Management's portfolio in Q1 2026, its #36 holding.
  • BKM Wealth Management first reported a position in Amgen in Q4 2023 and has held it in 10 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.