CFA
AMGN icon

Capstone Financial Advisors’s Amgen AMGN Stock Holding History

Capstone Financial 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 		$529K Buy
1,503
+3
+0.2% +$1.07K 0.03% 98
2025
Q4 		$491K Buy
1,500
+4
+0.3% +$1.27K 0.03% 97
2025
Q3 		$422K Buy
1,496
+10
+0.7% +$2.9K 0.02% 110
2025
Q2 		$415K Sell
1,486
-182
-11% -$51.6K 0.02% 107
2025
Q1 		$520K Buy
1,668
+3
+0.2% +$886 0.03% 90
2024
Q4 		$434K Sell
1,665
-656
-28% -$195K 0.03% 95
2024
Q3 		$748K Buy
2,321
+393
+20% +$129K 0.05% 74
2024
Q2 		$602K Buy
1,928
+3
+0.2% +$881 0.04% 77
2024
Q1 		$547K Buy
1,925
+47
+3% +$13.8K 0.04% 80
2023
Q4 		$541K Buy
1,878
+3
+0.2% +$817 0.04% 78
2023
Q3 		$504K Sell
1,875
-161
-8% -$40.2K 0.04% 75
2023
Q2 		$452K Sell
2,036
-71
-3% -$16.5K 0.03% 82
2023
Q1 		$509K Sell
2,107
-147
-7% -$36.1K 0.04% 71
2022
Q4 		$592K Sell
2,254
-306
-12% -$82K 0.05% 63
2022
Q3 		$577K Sell
2,560
-39
-2% -$9.45K 0.05% 63
2022
Q2 		$632K Buy
2,599
+5
+0.2% +$1.23K 0.05% 65
2022
Q1 		$627K Buy
2,594
+10
+0.4% +$2.3K 0.05% 66
2021
Q4 		$581K Buy
2,584
+295
+13% +$62.3K 0.04% 69
2021
Q3 		$487K Buy
2,289
+321
+16% +$73.9K 0.04% 70
2021
Q2 		$480K Buy
1,968
+46
+2% +$11.3K 0.04% 72
2021
Q1 		$478K Buy
1,922
+18
+0.9% +$4.29K 0.04% 64
2020
Q4 		$438K Buy
1,904
+253
+15% +$58.3K 0.04% 65
2020
Q3 		$420K Buy
1,651
+1
+0.1% +$248 0.04% 54
2020
Q2 		$389K Buy
1,650
+2
+0.1% +$456 0.04% 50
2020
Q1 		$334K Buy
1,648
+170
+12% +$37.1K 0.04% 48
2019
Q4 		$356K Buy
1,478
+2
+0.1% +$441 0.05% 57
2019
Q3 		$286K Sell
1,476
-84
-5% -$16.1K 0.04% 67
2019
Q2 		$287K Sell
1,560
-84
-5% -$15K 0.05% 65
2019
Q1 		$312K Buy
1,644
+173
+12% +$33K 0.05% 61
2018
Q4 		$286K Buy
1,471
+152
+12% +$29.7K 0.06% 59
2018
Q3 		$273K Buy
1,319
+1
+0.1% +$197 0.07% 62
2018
Q2 		$243K Sell
1,318
-352
-21% -$62.3K 0.07% 64
2018
Q1 		$285K Sell
1,670
-85
-5% -$15.6K 0.09% 54
2017
Q4 		$305K Sell
1,755
-111
-6% -$19.6K 0.11% 52
2017
Q3 		$348K Buy
1,866
+349
+23% +$61.8K 0.15% 46
2017
Q2 		$261K Sell
1,517
-93
-6% -$15.1K 0.13% 54
2017
Q1 		$264K Sell
1,610
-101
-6% -$16.8K 0.13% 47
2016
Q4 		$250K Sell
1,711
-98
-5% -$14.7K 0.11% 53
2016
Q3 		$302K Sell
1,809
-22
-1% -$3.72K 0.16% 45
2016
Q2 		$279K Sell
1,831
-94
-5% -$14.6K 0.15% 46
2016
Q1 		$289K Buy
1,925
+204
+12% +$30.3K 0.11% 50
2015
Q4 		$279K Buy
1,721
+45
+3% +$7.07K 0.1% 49
2015
Q3 		$232K Sell
1,676
-31
-2% -$4.89K 0.1% 53
2015
Q2 		$262K Sell
1,707
-501
-23% -$80.3K 0.1% 64
2015
Q1 		$353K Buy
2,208
+4
+0.2% +$630 0.14% 51
2014
Q4 		$351K Buy
2,204
+712
+48% +$111K 0.11% 50
2014
Q3 		$210K Buy
+1,492
New +$195K 0.13% 52

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

Capstone Financial Advisors's AMGN Position: Q1 2026 in Review

Capstone Financial Advisors increased its Amgen (AMGN) stake by 0.2% in Q1 2026, buying an estimated $1.07K and bringing the position to 1,503 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #98.

Capstone Financial Advisors first reported a position in AMGN in Q3 2014 and has held it in 47 quarters since. The position peaked at $748K in Q3 2024. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Capstone Financial Advisors held 1,503 shares of Amgen worth $529K as of Q1 2026.
  • Capstone Financial Advisors bought 3 Amgen shares in Q1 2026, an estimated $1.07K.
  • Amgen made up 0.03% of Capstone Financial Advisors's portfolio in Q1 2026, its #98 holding.
  • Capstone Financial Advisors first reported a position in Amgen in Q3 2014 and has held it in 47 quarters since.
  • Capstone Financial Advisors's Amgen position peaked at $748K in Q3 2024.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.