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Cherry Tree Wealth Management’s Amgen AMGN Stock Holding History

Cherry Tree 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 		$109K Hold
310
– – 0.02% 203
2025
Q4 		$101K Sell
310
-110
-26% -$34.9K 0.02% 220
2025
Q3 		$119K Sell
420
-17
-4% -$4.93K 0.03% 205
2025
Q2 		$122K Sell
437
-48
-10% -$13.6K 0.03% 197
2025
Q1 		$151K Buy
485
+10
+2% +$2.95K 0.04% 176
2024
Q4 		$124K Hold
475
– – 0.03% 192
2024
Q3 		$153K Hold
475
– – 0.04% 177
2024
Q2 		$148K Sell
475
-17
-3% -$4.99K 0.04% 171
2024
Q1 		$140K Sell
492
-291
-37% -$85.1K 0.04% 177
2023
Q4 		$226K Hold
783
– – 0.06% 144
2023
Q3 		$210K Hold
783
– – 0.06% 137
2023
Q2 		$174K Buy
+783
New +$182K 0.05% 148

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Cherry Tree Wealth Management's AMGN Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Amgen (AMGN) position steady in Q1 2026 at 310 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #203.

Cherry Tree Wealth Management first reported a position in AMGN in Q2 2023 and has held it in 12 quarters since. The position peaked at $226K in Q4 2023. 3,142 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Cherry Tree Wealth Management held 310 shares of Amgen worth $109K as of Q1 2026.
  • Cherry Tree Wealth Management left its Amgen share count unchanged in Q1 2026.
  • Amgen made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #203 holding.
  • Cherry Tree Wealth Management first reported a position in Amgen in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Amgen position peaked at $226K in Q4 2023.
  • 3,142 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.