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Compass Ion Advisors’s Amgen AMGN Stock Holding History

Compass Ion 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 		$1.96M Buy
5,566
+15
+0.3% +$5.35K 0.19% 67
2025
Q4 		$1.82M Buy
5,551
+6
+0.1% +$1.9K 0.17% 67
2025
Q3 		$1.56M Buy
5,545
+11
+0.2% +$3.19K 0.15% 77
2025
Q2 		$1.55M Buy
5,534
+381
+7% +$108K 0.17% 70
2025
Q1 		$1.61M Sell
5,153
-30
-0.6% -$8.86K 0.19% 68
2024
Q4 		$1.35M Sell
5,183
-23
-0.4% -$6.82K 0.16% 79
2024
Q3 		$1.68M Buy
5,206
+14
+0.3% +$4.58K 0.21% 65
2024
Q2 		$1.48M Hold
5,192
– – 0.21% 63
2024
Q1 		$1.48M Buy
5,192
+204
+4% +$59.7K 0.21% 64
2023
Q4 		$1.44M Buy
4,988
+18
+0.4% +$4.9K 0.22% 68
2023
Q3 		$1.34M Buy
+4,970
New +$1.24M 0.23% 70

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 Ion Advisors's AMGN Position: Q1 2026 in Review

Compass Ion Advisors increased its Amgen (AMGN) stake by 0.27% in Q1 2026, buying an estimated $5.35K and bringing the position to 5,566 shares worth $1.96M. The position accounts for 0.19% of the portfolio, ranked #67.

Compass Ion Advisors first reported a position in AMGN in Q3 2023 and has held it in 11 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Compass Ion Advisors held 5,566 shares of Amgen worth $1.96M as of Q1 2026.
  • Compass Ion Advisors bought 15 Amgen shares in Q1 2026, an estimated $5.35K.
  • Amgen made up 0.19% of Compass Ion Advisors's portfolio in Q1 2026, its #67 holding.
  • Compass Ion Advisors first reported a position in Amgen in Q3 2023 and has held it in 11 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.