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Carr Financial Group’s Amgen AMGN Stock Holding History

Carr Financial Group’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 		$1.09M Buy
3,109
+24
+0.8% +$8.56K 0.29% 61
2025
Q4 		$1.01M Buy
3,085
+54
+2% +$17.1K 0.27% 64
2025
Q3 		$855K Buy
3,031
+60
+2% +$17.4K 0.23% 73
2025
Q2 		$830K Buy
2,971
+51
+2% +$14.4K 0.24% 70
2025
Q1 		$910K Sell
2,920
-269
-8% -$79.4K 0.3% 64
2024
Q4 		$831K Buy
3,189
+81
+3% +$24K 0.26% 68
2024
Q3 		$1M Buy
3,108
+18
+0.6% +$5.89K 0.29% 65
2024
Q2 		$965K Buy
3,090
+269
+10% +$79K 0.31% 63
2024
Q1 		$802K Hold
2,821
– – 0.27% 68
2023
Q4 		$813K Hold
2,821
– – 0.3% 63
2023
Q3 		$761K Sell
2,821
-28
-1% -$6.99K 0.3% 64
2023
Q2 		$633K Buy
2,849
+19
+0.7% +$4.41K 0.25% 70
2023
Q1 		$684K Hold
2,830
– – 0.3% 62
2022
Q4 		$743K Buy
+2,830
New +$759K 0.39% 59

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

Carr Financial Group's AMGN Position: Q1 2026 in Review

Carr Financial Group increased its Amgen (AMGN) stake by 0.78% in Q1 2026, buying an estimated $8.56K and bringing the position to 3,109 shares worth $1.09M. The position accounts for 0.29% of the portfolio, ranked #61.

Carr Financial Group first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Carr Financial Group held 3,109 shares of Amgen worth $1.09M as of Q1 2026.
  • Carr Financial Group bought 24 Amgen shares in Q1 2026, an estimated $8.56K.
  • Amgen made up 0.29% of Carr Financial Group's portfolio in Q1 2026, its #61 holding.
  • Carr Financial Group first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.