Boit C.F. David’s Amgen AMGN Stock Holding History

Boit C.F. David’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	$1.41M	Hold	4,000	–	–	0.62%	35
2025 Q4	$1.3M	Hold	4,000	–	–	0.56%	37
2025 Q3	$1.13M	Hold	4,000	–	–	0.51%	42
2025 Q2	$1.12M	Hold	4,000	–	–	0.54%	38
2025 Q1	$1.25M	Hold	4,000	–	–	0.63%	36
2024 Q4	$1.04M	Hold	4,000	–	–	0.42%	41
2024 Q3	$1.28M	Hold	4,000	–	–	0.63%	39
2024 Q2	$1.25M	Hold	4,000	–	–	0.65%	39
2024 Q1	$1.11M	Hold	4,000	–	–	0.61%	38
2023 Q4	$1.2M	Buy	4,000 +1,000	+33%	+$272K	0.68%	37
2023 Q3	$799K	Hold	3,000	–	–	0.55%	37
2023 Q2	$666K	Hold	3,000	–	–	0.44%	42
2023 Q1	$739K	Hold	3,000	–	–	0.5%	39
2022 Q4	$788K	Hold	3,000	–	–	0.56%	37
2022 Q3	$676K	Buy	+3,000	New	+$727K	0.55%	37
2022 Q1	$725K	Hold	3,000	–	–	0.48%	45
2021 Q4	$675K	Hold	3,000	–	–	0.43%	47
2021 Q3	$642K	Hold	3,000	–	–	0.44%	46
2021 Q2	$731K	Buy	+3,000	New	+$738K	0.56%	44

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

Boit C.F. David's AMGN Position: Q1 2026 in Review

Boit C.F. David held its Amgen (AMGN) position steady in Q1 2026 at 4,000 shares worth $1.41M. The position accounts for 0.62% of the portfolio, ranked #35.

Boit C.F. David first reported a position in AMGN in Q2 2021 and has held it in 19 quarters since. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Boit C.F. David held 4,000 shares of Amgen worth $1.41M as of Q1 2026.
Boit C.F. David left its Amgen share count unchanged in Q1 2026.
Amgen made up 0.62% of Boit C.F. David's portfolio in Q1 2026, its #35 holding.
Boit C.F. David first reported a position in Amgen in Q2 2021 and has held it in 19 quarters since.
3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.