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Cassaday & Co Wealth Management’s Amgen AMGN Stock Holding History

Cassaday & Co Wealth Management’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 		$1.25M Sell
3,554
-38
-1% -$13.5K 0.03% 119
2025
Q4 		$1.18M Buy
3,592
+3
+0.1% +$952 0.02% 123
2025
Q3 		$1.01M Buy
3,589
+120
+3% +$34.8K 0.02% 136
2025
Q2 		$969K Sell
3,469
-251
-7% -$71.1K 0.02% 133
2025
Q1 		$1.16M Sell
3,720
-216
-5% -$63.8K 0.03% 101
2024
Q4 		$1.03M Buy
3,936
+104
+3% +$30.9K 0.03% 117
2024
Q3 		$1.23M Buy
3,832
+98
+3% +$32.1K 0.03% 92
2024
Q2 		$1.17M Buy
3,734
+53
+1% +$15.6K 0.04% 91
2024
Q1 		$1.05M Buy
3,681
+332
+10% +$97.1K 0.03% 100
2023
Q4 		$965K Sell
3,349
-80
-2% -$21.8K 0.03% 101
2023
Q3 		$922K Sell
3,429
-1,116
-25% -$279K 0.04% 91
2023
Q2 		$1.01M Buy
4,545
+1,344
+42% +$312K 0.04% 93
2023
Q1 		$774K Sell
3,201
-162
-5% -$39.8K 0.03% 118
2022
Q4 		$883K Buy
+3,363
New +$901K 0.04% 100

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

Cassaday & Co Wealth Management's AMGN Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Amgen (AMGN) stake by 1.1% in Q1 2026, selling an estimated $13.5K and leaving 3,554 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #119.

Cassaday & Co Wealth Management first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Cassaday & Co Wealth Management held 3,554 shares of Amgen worth $1.25M as of Q1 2026.
  • Cassaday & Co Wealth Management sold 38 Amgen shares in Q1 2026, an estimated $13.5K.
  • Amgen made up 0.03% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Cassaday & Co Wealth Management first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.