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CWS Financial Advisors’s Amgen AMGN Stock Holding History

CWS Financial Advisors’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 		$523K Buy
1,487
+3
+0.2% +$1.07K 0.13% 93
2025
Q4 		$486K Hold
1,484
– – 0.13% 94
2025
Q3 		$419K Sell
1,484
-22
-1% -$6.38K 0.12% 97
2025
Q2 		$421K Hold
1,506
– – 0.12% 93
2025
Q1 		$469K Hold
1,506
– – 0.15% 78
2024
Q4 		$393K Hold
1,506
– – 0.13% 90
2024
Q3 		$485K Hold
1,506
– – 0.17% 66
2024
Q2 		$471K Sell
1,506
-16
-1% -$4.7K 0.19% 62
2024
Q1 		$433K Sell
1,522
-35
-2% -$10.2K 0.18% 63
2023
Q4 		$448K Sell
1,557
-20
-1% -$5.45K 0.17% 92
2023
Q3 		$424K Buy
1,577
+36
+2% +$8.98K 0.17% 97
2023
Q2 		$342K Sell
1,541
-8
-0.5% -$1.86K 0.13% 108
2023
Q1 		$374K Buy
1,549
+63
+4% +$15.5K 0.15% 104
2022
Q4 		$370K Sell
1,486
-59
-4% -$15.8K 0.16% 93
2022
Q3 		$348K Buy
1,545
+7
+0.5% +$1.7K 0.17% 98
2022
Q2 		$374K Hold
1,538
– – 0.17% 96
2022
Q1 		$372K Buy
1,538
+51
+3% +$11.7K 0.14% 103
2021
Q4 		$335K Buy
+1,487
New +$314K 0.12% 105
2021
Q2 		$362K Hold
1,486
– – 0.14% 101
2021
Q1 		$370K Buy
1,486
+1
+0.1% +$239 0.16% 93
2020
Q4 		$341K Hold
1,485
– – 0.2% 91
2020
Q3 		$377K Buy
1,485
+1
+0.1% +$248 0.25% 79
2020
Q2 		$350K Sell
1,484
-87
-6% -$19.9K 0.25% 85
2020
Q1 		$379K Hold
1,571
– – 0.28% 78
2019
Q4 		$379K Buy
+1,571
New +$346K 0.28% 79

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

CWS Financial Advisors's AMGN Position: Q1 2026 in Review

CWS Financial Advisors increased its Amgen (AMGN) stake by 0.2% in Q1 2026, buying an estimated $1.07K and bringing the position to 1,487 shares worth $523K. The position accounts for 0.13% of the portfolio, ranked #93.

CWS Financial Advisors first reported a position in AMGN in Q4 2019 and has held it in 25 quarters since. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • CWS Financial Advisors held 1,487 shares of Amgen worth $523K as of Q1 2026.
  • CWS Financial Advisors bought 3 Amgen shares in Q1 2026, an estimated $1.07K.
  • Amgen made up 0.13% of CWS Financial Advisors's portfolio in Q1 2026, its #93 holding.
  • CWS Financial Advisors first reported a position in Amgen in Q4 2019 and has held it in 25 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.