Creative Planning’s Amgen AMGN Stock Holding History

Creative Planning’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
2025 Q4	–	Sell	-700	Closed	-$1.63K	–	3910
2025 Q3	$1.63K	Hold	700	–	–	﹤0.01%	3882
2025 Q2	$5.2K	Buy	+700	New	+$198K	﹤0.01%	3643
2024 Q3	–	Sell	-700	Closed	-$2.05K	–	3197
2024 Q2	$2.05K	Hold	700	–	–	﹤0.01%	3046
2024 Q1	$756	Buy	+700	New	+$205K	﹤0.01%	2901
2023 Q4	–	Sell	-700	Closed	-$134	–	2760
2023 Q3	$134	Hold	700	–	–	﹤0.01%	2874
2023 Q2	$9.28K	Hold	700	–	–	﹤0.01%	2547
2023 Q1	$3.96K	Hold	700	–	–	﹤0.01%	2497
2022 Q4	$1.17K	Hold	700	–	–	﹤0.01%	2440
2022 Q3	$1K	Hold	700	–	–	﹤0.01%	2298
2022 Q2	$1K	Hold	700	–	–	﹤0.01%	2262
2022 Q1	$1K	Buy	+700	New	+$161K	﹤0.01%	2314
2021 Q2	–	Sell	-700	Closed	-$2K	–	2080
2021 Q1	$2K	Hold	700	–	–	﹤0.01%	2545
2020 Q4	$2K	Buy	+700	New	+$161K	﹤0.01%	2295
2019 Q4	–	Sell	-700	Closed	-$2K	–	2003
2019 Q3	$2K	Hold	700	–	–	﹤0.01%	1945
2019 Q2	$1K	Buy	+700	New	+$125K	﹤0.01%	1984
2017 Q3	–	Sell	-2,000	Closed	-$1K	–	1952
2017 Q2	$1K	Buy	2,000 +500	+33%	+$81.3K	﹤0.01%	4399
2017 Q1	$3K	Sell	1,500 -1,200	-44%	-$199K	﹤0.01%	4129
2016 Q4	$9K	Buy	2,700 +900	+50%	+$135K	﹤0.01%	3592
2016 Q3	$2K	Hold	1,800	–	–	﹤0.01%	4196
2016 Q2	$9K	Hold	1,800	–	–	﹤0.01%	3294
2016 Q1	$13K	Hold	1,800	–	–	﹤0.01%	3034
2015 Q4	$12K	Buy	+1,800	New	+$283K	﹤0.01%	3169

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

Creative Planning's AMGN Position: Q1 2026 in Review

Creative Planning increased its Amgen (AMGN) stake by 10% in Q1 2026, buying an estimated $8.36M and bringing the position to 246,914 shares worth $86.9M. The position accounts for 0.06% of the portfolio, ranked #144.

Creative Planning first reported a position in AMGN in Q2 2013 and has held it in 52 quarters since. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Creative Planning held 246,914 shares of Amgen worth $86.9M as of Q1 2026.
Creative Planning bought 23,462 Amgen shares in Q1 2026, an estimated $8.36M.
Amgen made up 0.06% of Creative Planning's portfolio in Q1 2026, its #144 holding.
Creative Planning first reported a position in Amgen in Q2 2013 and has held it in 52 quarters since.
3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.