Capital Planning Advisors’s Amgen AMGN Stock Holding History

Capital Planning 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	$203K	Buy	+578	New	+$206K	0.03%	143
2025 Q3	–	Sell	-719	Closed	-$201K	–	145
2025 Q2	$201K	Sell	719 -2	-0.3%	-$567	0.03%	137
2025 Q1	$225K	Buy	+721	New	+$213K	0.03%	130
2024 Q4	–	Sell	-714	Closed	-$230K	–	138
2024 Q3	$230K	Buy	714 +3	+0.4%	+$981	0.03%	132
2024 Q2	$222K	Sell	711 -108	-13%	-$31.7K	0.04%	131
2024 Q1	$233K	Buy	819 +79	+11%	+$23.1K	0.04%	133
2023 Q4	$213K	Buy	+740	New	+$202K	0.04%	130
2021 Q3	–	Sell	-827	Closed	-$202K	–	147
2021 Q2	$202K	Buy	+827	New	+$203K	0.04%	146

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

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

Capital Planning Advisors opened a new position in Amgen (AMGN) in Q1 2026: 578 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings. This is a return to the name: Capital Planning Advisors previously reported a position in AMGN as recently as Q2 2025.

Capital Planning Advisors first reported a position in AMGN in Q2 2021 and has held it in 8 quarters since. The position peaked at $233K in Q1 2024. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Capital Planning Advisors held 578 shares of Amgen worth $203K as of Q1 2026.
Amgen was a new Capital Planning Advisors position in Q1 2026.
Amgen made up 0.03% of Capital Planning Advisors's portfolio in Q1 2026, its #143 holding.
Capital Planning Advisors first reported a position in Amgen in Q2 2021 and has held it in 8 quarters since.
Capital Planning Advisors's Amgen position peaked at $233K in Q1 2024.
3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.