Consilium Wealth Advisory’s Amgen AMGN Stock Holding History

Consilium Wealth Advisory’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	$1.51M	Buy	4,281 +315	+8%	+$112K	0.51%	36
2025 Q4	$1.3M	Sell	3,966 -5	-0.1%	-$1.59K	0.48%	36
2025 Q3	$1.12M	Buy	3,971 +7	+0.2%	+$2.03K	0.43%	38
2025 Q2	$1.11M	Sell	3,964 -809	-17%	-$229K	0.47%	37
2025 Q1	$1.49M	Buy	4,773 +1,203	+34%	+$355K	0.75%	30
2024 Q4	$931K	Sell	3,570 -1,443	-29%	-$428K	0.44%	42
2024 Q3	$1.62M	Buy	5,013 +1,179	+31%	+$386K	0.88%	26
2024 Q2	$1.2M	Sell	3,834 -205	-5%	-$60.2K	0.65%	32
2024 Q1	$1.15M	Buy	4,039 +574	+17%	+$168K	0.65%	33
2023 Q4	$998K	Buy	3,465 +1,553	+81%	+$423K	0.6%	32
2023 Q3	$514K	Hold	1,912	–	–	0.36%	52
2023 Q2	$425K	Hold	1,912	–	–	0.29%	60
2023 Q1	$462K	Hold	1,912	–	–	0.39%	50
2022 Q4	$502K	Hold	1,912	–	–	0.43%	49
2022 Q3	$431K	Sell	1,912 -34	-2%	-$8.24K	0.48%	49
2022 Q2	$473K	Hold	1,946	–	–	0.51%	51
2022 Q1	$471K	Buy	1,946 +7	+0.4%	+$1.61K	0.34%	59
2021 Q4	$436K	Buy	+1,939	New	+$409K	0.28%	66

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

Consilium Wealth Advisory's AMGN Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Amgen (AMGN) stake by 7.9% in Q1 2026, buying an estimated $112K and bringing the position to 4,281 shares worth $1.51M. The position accounts for 0.51% of the portfolio, ranked #36.

Consilium Wealth Advisory first reported a position in AMGN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.62M in Q3 2024. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Consilium Wealth Advisory held 4,281 shares of Amgen worth $1.51M as of Q1 2026.
Consilium Wealth Advisory bought 315 Amgen shares in Q1 2026, an estimated $112K.
Amgen made up 0.51% of Consilium Wealth Advisory's portfolio in Q1 2026, its #36 holding.
Consilium Wealth Advisory first reported a position in Amgen in Q4 2021 and has held it in 18 quarters since.
Consilium Wealth Advisory's Amgen position peaked at $1.62M in Q3 2024.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.