Dynasty Wealth Management’s Amgen AMGN Stock Holding History

Dynasty Wealth Management’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	$617K	Buy	1,752 +70	+4%	+$25K	0.01%	219
2025 Q4	$550K	Buy	1,682 +106	+7%	+$33.6K	0.01%	233
2025 Q3	$445K	Buy	+1,576	New	+$457K	0.01%	232
2025 Q1	–	Sell	-4,302	Closed	-$1.12M	–	249
2024 Q4	$1.12M	Sell	4,302 -442	-9%	-$131K	0.02%	136
2024 Q3	$1.53M	Buy	4,744 +32	+0.7%	+$10.5K	0.05%	94
2024 Q2	$1.47M	Buy	4,712 +438	+10%	+$129K	0.04%	98
2024 Q1	$1.22M	Buy	+4,274	New	+$1.25M	0.04%	111
2018 Q4	–	Sell	-1,619	Closed	-$336K	–	8
2018 Q3	$336K	Buy	+1,619	New	+$319K	0.43%	58

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

Dynasty Wealth Management's AMGN Position: Q1 2026 in Review

Dynasty Wealth Management increased its Amgen (AMGN) stake by 4.2% in Q1 2026, buying an estimated $25K and bringing the position to 1,752 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #219.

Dynasty Wealth Management first reported a position in AMGN in Q3 2018 and has held it in 8 quarters since. The position peaked at $1.53M in Q3 2024. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Dynasty Wealth Management held 1,752 shares of Amgen worth $617K as of Q1 2026.
Dynasty Wealth Management bought 70 Amgen shares in Q1 2026, an estimated $25K.
Amgen made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #219 holding.
Dynasty Wealth Management first reported a position in Amgen in Q3 2018 and has held it in 8 quarters since.
Dynasty Wealth Management's Amgen position peaked at $1.53M in Q3 2024.
3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.