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Crestmont Private Wealth’s Amgen AMGN Stock Holding History

Crestmont Private 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 		$433K Buy
1,231
+150
+14% +$53.5K 0.14% 64
2025
Q4 		$354K Buy
1,081
+57
+6% +$18.1K 0.12% 62
2025
Q3 		$289K Buy
1,024
+107
+12% +$31K 0.1% 68
2025
Q2 		$256K Buy
917
+5
+0.5% +$1.42K 0.09% 65
2025
Q1 		$284K Buy
+912
New +$269K 0.12% 57
2024
Q4 		– Sell
-982
Closed -$316K – 79
2024
Q3 		$316K Buy
982
+17
+2% +$5.56K 0.14% 54
2024
Q2 		$302K Buy
+965
New +$283K 0.15% 52

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

Crestmont Private Wealth's AMGN Position: Q1 2026 in Review

Crestmont Private Wealth increased its Amgen (AMGN) stake by 14% in Q1 2026, buying an estimated $53.5K and bringing the position to 1,231 shares worth $433K. The position accounts for 0.14% of the portfolio, ranked #64.

Crestmont Private Wealth first reported a position in AMGN in Q2 2024 and has held it in 7 quarters since. 3,127 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Crestmont Private Wealth held 1,231 shares of Amgen worth $433K as of Q1 2026.
  • Crestmont Private Wealth bought 150 Amgen shares in Q1 2026, an estimated $53.5K.
  • Amgen made up 0.14% of Crestmont Private Wealth's portfolio in Q1 2026, its #64 holding.
  • Crestmont Private Wealth first reported a position in Amgen in Q2 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 Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.