Camelot Portfolios’s Amgen AMGN Stock Holding History

Camelot Portfolios’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	–	Sell	-500	Closed	-$164K	–	204
2025 Q4	$164K	Buy	+500	New	+$159K	0.1%	197
2024 Q3	–	Sell	-500	Closed	-$156K	–	154
2024 Q2	$156K	Buy	+500	New	+$147K	0.09%	207
2020 Q2	–	Sell	-9,602	Closed	-$1.95M	–	200
2020 Q1	$1.95M	Buy	9,602 +5	+0.1%	+$1.09K	1.08%	19
2019 Q4	$2.31M	Buy	9,597 +5,932	+162%	+$1.31M	0.97%	26
2019 Q3	$709K	Hold	3,665	–	–	0.34%	72
2019 Q2	$675K	Buy	3,665 +42	+1%	+$7.52K	0.28%	98
2019 Q1	$688K	Sell	3,623 -11	-0.3%	-$2.1K	0.29%	99
2018 Q4	$707K	Buy	+3,634	New	+$709K	0.33%	94
2018 Q3	–	Sell	-7,467	Closed	-$1.38M	–	212
2018 Q2	$1.38M	Buy	+7,467	New	+$1.32M	0.59%	53
2018 Q1	–	Sell	-6,976	Closed	-$1.21M	–	190
2017 Q4	$1.21M	Sell	6,976 -1,736	-20%	-$307K	0.57%	52
2017 Q3	$1.62M	Buy	8,712 +3	+0%	+$532	0.79%	35
2017 Q2	$1.5M	Hold	8,709	–	–	0.74%	38
2017 Q1	$1.43M	Buy	+8,709	New	+$1.45M	0.7%	37

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Camelot Portfolios's AMGN Position: Q1 2026 in Review

Camelot Portfolios sold out of Amgen (AMGN) in Q1 2026, closing a stake of 500 shares — an estimated $164K sold.

Camelot Portfolios first reported a position in AMGN in Q1 2017 and held it in 13 quarters. The position peaked at $2.31M in Q4 2019. 3,142 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Camelot Portfolios reported no remaining Amgen position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 500 Amgen shares in Q1 2026, an estimated $164K.
Camelot Portfolios first reported a position in Amgen in Q1 2017 and held it in 13 quarters.
Camelot Portfolios's Amgen position peaked at $2.31M in Q4 2019.
3,142 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.