Curtis Advisory Group’s Amgen AMGN Stock Holding History

Curtis Advisory Group’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	$1.79M	Hold	5,100	–	–	0.39%	53
2025 Q4	$1.67M	Buy	+5,100	New	+$1.62M	0.35%	49
2021 Q1	–	Sell	-1,000	Closed	-$230K	–	75
2020 Q4	$230K	Hold	1,000	–	–	0.11%	66
2020 Q3	$254K	Hold	1,000	–	–	0.15%	55
2020 Q2	$236K	Hold	1,000	–	–	0.17%	50
2020 Q1	$203K	Hold	1,000	–	–	0.13%	50
2019 Q4	$241K	Buy	+1,000	New	+$220K	0.14%	48

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

Curtis Advisory Group's AMGN Position: Q1 2026 in Review

Curtis Advisory Group held its Amgen (AMGN) position steady in Q1 2026 at 5,100 shares worth $1.79M. The position accounts for 0.39% of the portfolio, ranked #53.

Curtis Advisory Group first reported a position in AMGN in Q4 2019 and has held it in 7 quarters since. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Curtis Advisory Group held 5,100 shares of Amgen worth $1.79M as of Q1 2026.
Curtis Advisory Group left its Amgen share count unchanged in Q1 2026.
Amgen made up 0.39% of Curtis Advisory Group's portfolio in Q1 2026, its #53 holding.
Curtis Advisory Group first reported a position in Amgen in Q4 2019 and has held it in 7 quarters since.
3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.