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Consilio Wealth Advisors’s Amgen AMGN Stock Holding History

Consilio Wealth 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 		$273K Buy
776
+18
+2% +$6.42K 0.08% 74
2025
Q4 		$248K Buy
758
+3
+0.4% +$952 0.07% 84
2025
Q3 		$213K Sell
755
-46
-6% -$13.3K 0.07% 92
2025
Q2 		$222K Buy
801
+70
+10% +$19.8K 0.08% 81
2025
Q1 		$228K Buy
+731
New +$216K 0.1% 62
2024
Q4 		– Sell
-723
Closed -$233K – 73
2024
Q3 		$233K Buy
723
+28
+4% +$9.16K 0.1% 60
2024
Q2 		$217K Buy
+695
New +$204K 0.1% 59

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

Consilio Wealth Advisors's AMGN Position: Q1 2026 in Review

Consilio Wealth Advisors increased its Amgen (AMGN) stake by 2.4% in Q1 2026, buying an estimated $6.42K and bringing the position to 776 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #74.

Consilio Wealth Advisors first reported a position in AMGN in Q2 2024 and has held it in 7 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Consilio Wealth Advisors held 776 shares of Amgen worth $273K as of Q1 2026.
  • Consilio Wealth Advisors bought 18 Amgen shares in Q1 2026, an estimated $6.42K.
  • Amgen made up 0.08% of Consilio Wealth Advisors's portfolio in Q1 2026, its #74 holding.
  • Consilio Wealth Advisors first reported a position in Amgen in Q2 2024 and has held it in 7 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.