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Compass Financial Services’s Amgen AMGN Stock Holding History

Compass Financial Services’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 		– Sell
-286
Closed -$93.7K – 63
2025
Q4 		$93.7K Buy
286
+2
+0.7% +$634 0.04% 70
2025
Q3 		$80.2K Buy
284
+2
+0.7% +$580 0.04% 80
2025
Q2 		$78.8K Sell
282
-19
-6% -$5.38K 0.04% 72
2025
Q1 		$93.7K Buy
301
+38
+14% +$11.2K 0.05% 57
2024
Q4 		$68.5K Buy
+263
New +$78K 0.04% 55

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

Compass Financial Services's AMGN Position: Q1 2026 in Review

Compass Financial Services sold out of Amgen (AMGN) in Q1 2026, closing a stake of 286 shares — an estimated $93.7K sold.

Compass Financial Services first reported a position in AMGN in Q4 2024 and held it in 5 quarters. The position peaked at $93.7K in Q1 2025. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Compass Financial Services reported no remaining Amgen position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 286 Amgen shares in Q1 2026, an estimated $93.7K.
  • Compass Financial Services first reported a position in Amgen in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Amgen position peaked at $93.7K in Q1 2025.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.