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Convergence Financial’s Amgen AMGN Stock Holding History

Convergence Financial’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 		$672K Sell
1,914
-62
-3% -$22.1K 0.07% 132
2025
Q4 		$647K Sell
1,976
-27
-1% -$8.56K 0.09% 107
2025
Q3 		$565K Buy
2,003
+442
+28% +$128K 0.08% 117
2025
Q2 		$436K Buy
1,561
+277
+22% +$78.5K 0.07% 124
2025
Q1 		$400K Buy
1,284
+268
+26% +$79.1K 0.08% 119
2024
Q4 		$265K Buy
1,016
+382
+60% +$113K 0.05% 131
2024
Q3 		$204K Buy
+634
New +$207K 0.04% 154

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

Convergence Financial's AMGN Position: Q1 2026 in Review

Convergence Financial reduced its Amgen (AMGN) stake by 3.1% in Q1 2026, selling an estimated $22.1K and leaving 1,914 shares worth $672K. The position accounts for 0.07% of the portfolio, ranked #132.

Convergence Financial first reported a position in AMGN in Q3 2024 and has held it in 7 quarters since. 3,127 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Convergence Financial held 1,914 shares of Amgen worth $672K as of Q1 2026.
  • Convergence Financial sold 62 Amgen shares in Q1 2026, an estimated $22.1K.
  • Amgen made up 0.07% of Convergence Financial's portfolio in Q1 2026, its #132 holding.
  • Convergence Financial first reported a position in Amgen in Q3 2024 and has held it in 7 quarters since.
  • 3,127 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.