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CreativeOne Wealth’s Amgen AMGN Stock Holding History

CreativeOne Wealth’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 		$5.77M Sell
16,395
-764
-4% -$272K 0.13% 146
2025
Q4 		$5.62M Buy
17,159
+1,255
+8% +$398K 0.14% 136
2025
Q3 		$4.49M Buy
15,904
+566
+4% +$164K 0.11% 170
2025
Q2 		$4.28M Buy
15,338
+600
+4% +$170K 0.11% 171
2025
Q1 		$4.59M Buy
14,738
+1,606
+12% +$474K 0.14% 147
2024
Q4 		$3.42M Buy
13,132
+2,740
+26% +$813K 0.1% 182
2024
Q3 		$3.35M Buy
10,392
+2,364
+29% +$773K 0.11% 168
2024
Q2 		$2.51M Sell
8,028
-3,670
-31% -$1.08M 0.13% 158
2024
Q1 		$3.33M Buy
11,698
+6,650
+132% +$1.95M 0.13% 145
2023
Q4 		$1.45M Sell
5,048
-1,129
-18% -$308K 0.09% 197
2023
Q3 		$1.66M Sell
6,177
-5,638
-48% -$1.41M 0.12% 170
2023
Q2 		$2.62M Buy
11,815
+5,592
+90% +$1.3M 0.12% 156
2023
Q1 		$1.5M Buy
6,223
+2,085
+50% +$512K 0.07% 242
2022
Q4 		$1.09M Buy
4,138
+406
+11% +$109K 0.06% 275
2022
Q3 		$841K Buy
3,732
+880
+31% +$213K 0.05% 290
2022
Q2 		$694K Sell
2,852
-159
-5% -$39K 0.04% 323
2022
Q1 		$728K Buy
3,011
+347
+13% +$79.7K 0.04% 339
2021
Q4 		$599K Sell
2,664
-346
-11% -$73K 0.03% 404
2021
Q3 		$640K Buy
3,010
+333
+12% +$76.6K 0.04% 347
2021
Q2 		$653K Sell
2,677
-1,061
-28% -$261K 0.04% 328
2021
Q1 		$930K Buy
3,738
+1,368
+58% +$326K 0.07% 219
2020
Q4 		$545K Buy
+2,370
New +$546K 0.05% 271

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

CreativeOne Wealth's AMGN Position: Q1 2026 in Review

CreativeOne Wealth reduced its Amgen (AMGN) stake by 4.5% in Q1 2026, selling an estimated $272K and leaving 16,395 shares worth $5.77M. The position accounts for 0.13% of the portfolio, ranked #146.

CreativeOne Wealth first reported a position in AMGN in Q4 2020 and has held it in 22 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • CreativeOne Wealth held 16,395 shares of Amgen worth $5.77M as of Q1 2026.
  • CreativeOne Wealth sold 764 Amgen shares in Q1 2026, an estimated $272K.
  • Amgen made up 0.13% of CreativeOne Wealth's portfolio in Q1 2026, its #146 holding.
  • CreativeOne Wealth first reported a position in Amgen in Q4 2020 and has held it in 22 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.