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Burling Wealth Partners’s Amgen AMGN Stock Holding History

Burling Wealth Partners’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 		$518K Sell
1,472
-13
-0.9% -$4.63K 0.08% 125
2025
Q4 		$486K Buy
1,485
+710
+92% +$225K 0.08% 131
2025
Q3 		$219K Hold
775
– – 0.04% 172
2025
Q2 		$216K Hold
775
– – 0.04% 173
2025
Q1 		$241K Sell
775
-154
-17% -$45.5K 0.05% 150
2024
Q4 		$242K Buy
+929
New +$276K 0.05% 155

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

Burling Wealth Partners's AMGN Position: Q1 2026 in Review

Burling Wealth Partners reduced its Amgen (AMGN) stake by 0.88% in Q1 2026, selling an estimated $4.63K and leaving 1,472 shares worth $518K. The position accounts for 0.08% of the portfolio, ranked #125.

Burling Wealth Partners first reported a position in AMGN in Q4 2024 and has held it in 6 quarters since. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Burling Wealth Partners held 1,472 shares of Amgen worth $518K as of Q1 2026.
  • Burling Wealth Partners sold 13 Amgen shares in Q1 2026, an estimated $4.63K.
  • Amgen made up 0.08% of Burling Wealth Partners's portfolio in Q1 2026, its #125 holding.
  • Burling Wealth Partners first reported a position in Amgen in Q4 2024 and has held it in 6 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.