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Blue Bell Private Wealth Management’s Amgen AMGN Stock Holding History

Blue Bell Private 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 		$231K Buy
658
+1
+0.2% +$356 0.03% 254
2025
Q4 		$215K Hold
657
– – 0.03% 248
2025
Q3 		$185K Sell
657
-5
-0.8% -$1.45K 0.03% 254
2025
Q2 		$185K Buy
662
+436
+193% +$124K 0.03% 243
2025
Q1 		$70.5K Buy
226
+57
+34% +$16.8K 0.01% 334
2024
Q4 		$44K Buy
169
+1
+0.6% +$297 0.01% 372
2024
Q3 		$54.2K Sell
168
-22
-12% -$7.2K 0.01% 349
2024
Q2 		$59.4K Hold
190
– – 0.01% 333
2024
Q1 		$53.9K Buy
190
+2
+1% +$585 0.01% 343
2023
Q4 		$54.2K Sell
188
-69
-27% -$18.8K 0.01% 311
2023
Q3 		$69K Sell
257
-24
-9% -$5.99K 0.02% 232
2023
Q2 		$62.5K Buy
281
+200
+247% +$46.4K 0.02% 239
2023
Q1 		$19.5K Buy
81
+1
+1% +$245 0.01% 322
2022
Q4 		$21.1K Sell
80
-100
-56% -$26.8K 0.01% 305
2022
Q3 		$41K Buy
180
+50
+38% +$12.1K 0.01% 221
2022
Q2 		$32K Buy
130
+105
+420% +$25.7K 0.01% 253
2022
Q1 		$6K Hold
25
– – ﹤0.01% 509
2021
Q4 		$6K Buy
+25
New +$5.28K ﹤0.01% 485

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

Blue Bell Private Wealth Management's AMGN Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Amgen (AMGN) stake by 0.15% in Q1 2026, buying an estimated $356 and bringing the position to 658 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #254.

Blue Bell Private Wealth Management first reported a position in AMGN in Q4 2021 and has held it in 18 quarters since. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Blue Bell Private Wealth Management held 658 shares of Amgen worth $231K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 1 Amgen share in Q1 2026, an estimated $356.
  • Amgen made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #254 holding.
  • Blue Bell Private Wealth Management first reported a position in Amgen in Q4 2021 and has held it in 18 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.