Coastal Bridge Advisors’s Amgen AMGN Stock Holding History

Coastal Bridge 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	$4.85M	Sell	13,777 -437	-3%	-$156K	0.34%	66
2025 Q4	$4.65M	Sell	14,214 -85	-0.6%	-$27K	0.35%	70
2025 Q3	$4.04M	Buy	14,299 +433	+3%	+$126K	0.31%	85
2025 Q2	$3.87M	Buy	+13,866	New	+$3.93M	0.32%	85
2025 Q1	–	Sell	-4,900	Closed	-$1.28M	–	264
2024 Q4	$1.28M	Buy	4,900 +2	+0%	+$593	0.32%	56
2024 Q3	$1.58M	Buy	4,898 +2	+0%	+$654	0.39%	49
2024 Q2	$1.53M	Buy	4,896 +302	+7%	+$88.7K	0.38%	48
2024 Q1	$1.31M	Buy	4,594 +2	+0%	+$585	0.3%	57
2023 Q4	$1.32M	Sell	4,592 -4	-0.1%	-$1.09K	0.34%	51
2023 Q3	$1.24M	Buy	4,596 +1,006	+28%	+$251K	0.33%	50
2023 Q2	$797K	Buy	3,590 +2	+0.1%	+$464	0.2%	69
2023 Q1	$867K	Buy	3,588 +2	+0.1%	+$491	0.22%	61
2022 Q4	$942K	Buy	3,586 +102	+3%	+$27.3K	0.27%	61
2022 Q3	$785K	Buy	3,484 +252	+8%	+$61.1K	0.21%	66
2022 Q2	$786K	Hold	3,232	–	–	0.24%	64
2022 Q1	$782K	Hold	3,232	–	–	0.18%	67
2021 Q4	$727K	Hold	3,232	–	–	0.15%	79
2021 Q3	$687K	Sell	3,232 -89	-3%	-$20.5K	0.16%	66
2021 Q2	$809K	Buy	3,321 +50	+2%	+$12.3K	0.17%	60
2021 Q1	$814K	Buy	3,271 +1,450	+80%	+$346K	0.15%	60
2020 Q4	$419K	Hold	1,821	–	–	0.08%	82
2020 Q3	$463K	Hold	1,821	–	–	0.14%	73
2020 Q2	$430K	Hold	1,821	–	–	0.14%	78
2020 Q1	$369K	Sell	1,821 -6	-0.3%	-$1.31K	0.14%	81
2019 Q4	$440K	Buy	1,827 +16	+0.9%	+$3.53K	0.11%	82
2019 Q3	$350K	Hold	1,811	–	–	0.12%	92
2019 Q2	$334K	Hold	1,811	–	–	0.1%	89
2019 Q1	$344K	Sell	1,811 -257	-12%	-$49.1K	0.12%	88
2018 Q4	$403K	Hold	2,068	–	–	0.16%	79
2018 Q3	$429K	Buy	2,068 +500	+32%	+$98.5K	0.16%	78
2018 Q2	$289K	Buy	1,568 +271	+21%	+$47.9K	0.12%	95
2018 Q1	$221K	Hold	1,297	–	–	0.08%	111
2017 Q4	$230K	Hold	1,297	–	–	0.07%	109
2017 Q3	$242K	Buy	+1,297	New	+$230K	0.08%	95

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

Coastal Bridge Advisors's AMGN Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Amgen (AMGN) stake by 3.1% in Q1 2026, selling an estimated $156K and leaving 13,777 shares worth $4.85M. The position accounts for 0.34% of the portfolio, ranked #66.

Coastal Bridge Advisors first reported a position in AMGN in Q3 2017 and has held it in 34 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Coastal Bridge Advisors held 13,777 shares of Amgen worth $4.85M as of Q1 2026.
Coastal Bridge Advisors sold 437 Amgen shares in Q1 2026, an estimated $156K.
Amgen made up 0.34% of Coastal Bridge Advisors's portfolio in Q1 2026, its #66 holding.
Coastal Bridge Advisors first reported a position in Amgen in Q3 2017 and has held it in 34 quarters since.
3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.