Carnegie Lake Advisors’s Amgen AMGN Stock Holding History

Carnegie Lake 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	$8.21M	Hold	23,345	–	–	3.26%	5
2025 Q4	$7.64M	Hold	23,345	–	–	2.91%	7
2025 Q3	$6.59M	Hold	23,345	–	–	2.54%	8
2025 Q2	$6.52M	Hold	23,345	–	–	2.58%	6
2025 Q1	$7.27M	Hold	23,345	–	–	2.95%	6
2024 Q4	$6.08M	Hold	23,345	–	–	2.46%	6
2024 Q3	$7.52M	Buy	+23,345	New	+$7.64M	2.98%	7

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

Carnegie Lake Advisors's AMGN Position: Q1 2026 in Review

Carnegie Lake Advisors held its Amgen (AMGN) position steady in Q1 2026 at 23,345 shares worth $8.21M. The position accounts for 3.26% of the portfolio, ranked #5.

Carnegie Lake Advisors first reported a position in AMGN in Q3 2024 and has held it in 7 quarters since. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Carnegie Lake Advisors held 23,345 shares of Amgen worth $8.21M as of Q1 2026.
Carnegie Lake Advisors left its Amgen share count unchanged in Q1 2026.
Amgen made up 3.26% of Carnegie Lake Advisors's portfolio in Q1 2026, its #5 holding.
Carnegie Lake Advisors first reported a position in Amgen in Q3 2024 and has held it in 7 quarters since.
3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.