Consolidated Planning Corp’s Amgen AMGN Stock Holding History

Consolidated Planning Corp’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	$227K	Sell	646 -8	-1%	-$2.85K	0.04%	136
2025 Q4	$214K	Buy	+654	New	+$207K	0.02%	195
2025 Q3	–	Sell	-4,380	Closed	-$1.22M	–	195
2025 Q2	$1.22M	Sell	4,380 -997	-19%	-$282K	0.15%	110
2025 Q1	$1.68M	Buy	5,377 +3,628	+207%	+$1.07M	0.23%	87
2024 Q4	$456K	Sell	1,749 -766	-30%	-$227K	0.06%	134
2024 Q3	$811K	Buy	2,515 +1,842	+274%	+$603K	0.12%	101
2024 Q2	$210K	Buy	+673	New	+$198K	0.03%	180
2024 Q1	–	Sell	-728	Closed	-$210K	–	185
2023 Q4	$210K	Buy	+728	New	+$198K	0.04%	162
2021 Q4	–	Sell	-483	Closed	-$103K	–	84
2021 Q3	$103K	Buy	+483	New	+$111K	0.07%	99

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

Consolidated Planning Corp's AMGN Position: Q1 2026 in Review

Consolidated Planning Corp reduced its Amgen (AMGN) stake by 1.2% in Q1 2026, selling an estimated $2.85K and leaving 646 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #136.

Consolidated Planning Corp first reported a position in AMGN in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.68M in Q1 2025. 3,127 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Consolidated Planning Corp held 646 shares of Amgen worth $227K as of Q1 2026.
Consolidated Planning Corp sold 8 Amgen shares in Q1 2026, an estimated $2.85K.
Amgen made up 0.04% of Consolidated Planning Corp's portfolio in Q1 2026, its #136 holding.
Consolidated Planning Corp first reported a position in Amgen in Q3 2021 and has held it in 9 quarters since.
Consolidated Planning Corp's Amgen position peaked at $1.68M in Q1 2025.
3,127 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.