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Claris Financial’s Amgen AMGN Stock Holding History

Claris Financial’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 		$268K Buy
763
+5
+0.7% +$1.78K 0.15% 139
2025
Q4 		$248K Buy
758
+6
+0.8% +$1.9K 0.13% 147
2025
Q3 		$212K Sell
752
-8
-1% -$2.32K 0.12% 159
2025
Q2 		$212K Sell
760
-123
-14% -$34.8K 0.16% 129
2025
Q1 		$230K Hold
883
– – 0.15% 145
2024
Q4 		$230K Buy
+883
New +$262K 0.15% 145

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

Claris Financial's AMGN Position: Q1 2026 in Review

Claris Financial increased its Amgen (AMGN) stake by 0.66% in Q1 2026, buying an estimated $1.78K and bringing the position to 763 shares worth $268K. The position accounts for 0.15% of the portfolio, ranked #139.

Claris Financial first reported a position in AMGN in Q4 2024 and has held it in 6 quarters since. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Claris Financial held 763 shares of Amgen worth $268K as of Q1 2026.
  • Claris Financial bought 5 Amgen shares in Q1 2026, an estimated $1.78K.
  • Amgen made up 0.15% of Claris Financial's portfolio in Q1 2026, its #139 holding.
  • Claris Financial first reported a position in Amgen in Q4 2024 and has held it in 6 quarters since.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.