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Capital Performance Advisors’s Amgen AMGN Stock Holding History

Capital Performance Advisors’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 		$293K Buy
833
+90
+12% +$32.1K 0.02% 331
2025
Q4 		$243K Buy
+743
New +$236K 0.02% 361
2024
Q4 		– Sell
-76
Closed -$24.6K – 291
2024
Q3 		$24.6K Buy
+76
New +$24.9K 0.01% 543

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

Capital Performance Advisors's AMGN Position: Q1 2026 in Review

Capital Performance Advisors increased its Amgen (AMGN) stake by 12% in Q1 2026, buying an estimated $32.1K and bringing the position to 833 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #331.

Capital Performance Advisors first reported a position in AMGN in Q3 2024 and has held it in 3 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Capital Performance Advisors held 833 shares of Amgen worth $293K as of Q1 2026.
  • Capital Performance Advisors bought 90 Amgen shares in Q1 2026, an estimated $32.1K.
  • Amgen made up 0.02% of Capital Performance Advisors's portfolio in Q1 2026, its #331 holding.
  • Capital Performance Advisors first reported a position in Amgen in Q3 2024 and has held it in 3 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.