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Bruce G. Allen Investments’s Amgen AMGN Stock Holding History

Bruce G. Allen Investments’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 		$236K Sell
672
-80
-11% -$28.5K 0.15% 70
2025
Q4 		$246K Buy
752
+16
+2% +$5.08K 0.17% 67
2025
Q3 		$208K Sell
736
-13
-2% -$3.77K 0.15% 75
2025
Q2 		$209K Hold
749
– – 0.16% 71
2025
Q1 		$233K Buy
749
+158
+27% +$46.7K 0.18% 66
2024
Q4 		$154K Hold
591
– – 0.13% 99
2024
Q3 		$190K Sell
591
-16
-3% -$5.23K 0.15% 79
2024
Q2 		$190K Sell
607
-48
-7% -$14.1K 0.16% 75
2024
Q1 		$186K Sell
655
-67
-9% -$19.6K 0.15% 84
2023
Q4 		$208K Buy
+722
New +$197K 0.19% 73

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

Bruce G. Allen Investments's AMGN Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Amgen (AMGN) stake by 11% in Q1 2026, selling an estimated $28.5K and leaving 672 shares worth $236K. The position accounts for 0.15% of the portfolio, ranked #70.

Bruce G. Allen Investments first reported a position in AMGN in Q4 2023 and has held it in 10 quarters since. The position peaked at $246K in Q4 2025. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Bruce G. Allen Investments held 672 shares of Amgen worth $236K as of Q1 2026.
  • Bruce G. Allen Investments sold 80 Amgen shares in Q1 2026, an estimated $28.5K.
  • Amgen made up 0.15% of Bruce G. Allen Investments's portfolio in Q1 2026, its #70 holding.
  • Bruce G. Allen Investments first reported a position in Amgen in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Amgen position peaked at $246K in Q4 2025.
  • 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.