Coppell Advisory Solutions’s Amgen AMGN Stock Holding History

Coppell Advisory Solutions’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	$1.43M	Sell	4,099 -6,692	-62%	-$2.39M	0.84%	19
2025 Q4	$3.55M	Buy	10,791 +6,646	+160%	+$2.11M	0.35%	53
2025 Q3	$1.14M	Sell	4,145 -761	-16%	-$221K	0.12%	158
2025 Q2	$1.36M	Sell	4,906 -10,090	-67%	-$2.86M	0.16%	135
2025 Q1	$4.33M	Buy	14,996 +9,073	+153%	+$2.68M	0.6%	36
2024 Q4	$1.54M	Buy	5,923 +537	+10%	+$159K	0.21%	98
2024 Q3	$1.74M	Sell	5,386 -2,534	-32%	-$829K	0.26%	85
2024 Q2	$2.47M	Buy	+7,920	New	+$2.33M	0.41%	52
2023 Q4	$2.21M	Buy	7,680 +3,412	+80%	+$930K	0.44%	48
2023 Q3	$1.12M	Sell	4,268 -1,243	-23%	-$310K	0.39%	65
2023 Q2	$1.22M	Buy	5,511 +646	+13%	+$150K	0.34%	70
2023 Q1	$1.17M	Buy	4,865 +597	+14%	+$147K	0.38%	69
2022 Q4	$1.12M	Buy	+4,268	New	+$1.14M	0.38%	69
2020 Q4	$497K	Buy	+2,162	New	+$498K	0.25%	98

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

Coppell Advisory Solutions's AMGN Position: Q1 2026 in Review

Coppell Advisory Solutions reduced its Amgen (AMGN) stake by 62% in Q1 2026, selling an estimated $2.39M and leaving 4,099 shares worth $1.43M. The position accounts for 0.84% of the portfolio, ranked #19.

Coppell Advisory Solutions first reported a position in AMGN in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.33M in Q1 2025. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Coppell Advisory Solutions held 4,099 shares of Amgen worth $1.43M as of Q1 2026.
Coppell Advisory Solutions sold 6,692 Amgen shares in Q1 2026, an estimated $2.39M.
Amgen made up 0.84% of Coppell Advisory Solutions's portfolio in Q1 2026, its #19 holding.
Coppell Advisory Solutions first reported a position in Amgen in Q4 2020 and has held it in 14 quarters since.
Coppell Advisory Solutions's Amgen position peaked at $4.33M in Q1 2025.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.