Capstone Wealth Management Group (Pennsylvania)’s Amgen AMGN Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$224K	Buy	638 +4	+0.6%	+$1.43K	0.09%	90
2025 Q4	$207K	Buy	+634	New	+$201K	0.09%	81
2023 Q2	–	Sell	-898	Closed	-$217K	–	57
2023 Q1	$217K	Sell	898 -146	-14%	-$35.8K	0.24%	52
2022 Q4	$274K	Sell	1,044 -69	-6%	-$18.5K	0.3%	53
2022 Q3	$251K	Sell	1,113 -95	-8%	-$23K	0.32%	51
2022 Q2	$294K	Sell	1,208 -41	-3%	-$10K	0.35%	49
2022 Q1	$302K	Sell	1,249 -22	-2%	-$5.05K	0.3%	54
2021 Q4	$286K	Buy	+1,271	New	+$268K	0.23%	68

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

Capstone Wealth Management Group (Pennsylvania)'s AMGN Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Amgen (AMGN) stake by 0.63% in Q1 2026, buying an estimated $1.43K and bringing the position to 638 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #90.

Capstone Wealth Management Group (Pennsylvania) first reported a position in AMGN in Q4 2021 and has held it in 8 quarters since. The position peaked at $302K in Q1 2022. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 638 shares of Amgen worth $224K as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) bought 4 Amgen shares in Q1 2026, an estimated $1.43K.
Amgen made up 0.09% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #90 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Amgen in Q4 2021 and has held it in 8 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s Amgen position peaked at $302K in Q1 2022.
3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.