EHWM
AMGN icon

Eads & Heald Wealth Management’s Amgen AMGN Stock Holding History

Eads & Heald 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 		$2.66M Sell
7,574
-138
-2% -$49.2K 1.33% 19
2025
Q4 		$2.52M Sell
7,712
-9
-0.1% -$2.85K 1.22% 24
2025
Q3 		$2.18M Buy
7,721
+2
+0% +$580 1.04% 33
2025
Q2 		$2.15M Sell
7,719
-89
-1% -$25.2K 1.06% 32
2025
Q1 		$2.43M Sell
7,808
-173
-2% -$51.1K 1.24% 20
2024
Q4 		$2.08M Sell
7,981
-227
-3% -$67.3K 1.02% 36
2024
Q3 		$2.65M Sell
8,208
-487
-6% -$159K 1.25% 19
2024
Q2 		$2.72M Sell
8,695
-42
-0.5% -$12.3K 1.31% 16
2024
Q1 		$2.48M Sell
8,737
-549
-6% -$161K 1.16% 25
2023
Q4 		$2.67M Sell
9,286
-139
-1% -$37.9K 1.29% 23
2023
Q3 		$2.53M Sell
9,425
-99
-1% -$24.7K 1.33% 19
2023
Q2 		$2.11M Sell
9,524
-434
-4% -$101K 1.04% 36
2023
Q1 		$2.41M Buy
9,958
+299
+3% +$73.4K 1.19% 26
2022
Q4 		$2.54M Sell
9,659
-37
-0.4% -$9.92K 1.29% 20
2022
Q3 		$2.19M Buy
9,696
+43
+0.4% +$10.4K 1.24% 25
2022
Q2 		$2.35M Sell
9,653
-113
-1% -$27.7K 1.26% 16
2022
Q1 		$2.36M Sell
9,766
-49
-0.5% -$11.3K 1.09% 35
2021
Q4 		$2.21M Buy
9,815
+229
+2% +$48.3K 0.96% 46
2021
Q3 		$2.04M Buy
9,586
+273
+3% +$62.8K 0.98% 42
2021
Q2 		$2.27M Sell
9,313
-95
-1% -$23.4K 1.11% 35
2021
Q1 		$2.34M Sell
9,408
-36
-0.4% -$8.59K 1.2% 26
2020
Q4 		$2.17M Buy
9,444
+37
+0.4% +$8.53K 1.17% 30
2020
Q3 		$2.39M Sell
9,407
-728
-7% -$180K 1.43% 15
2020
Q2 		$2.39M Sell
10,135
-176
-2% -$40.2K 1.45% 10
2020
Q1 		$2.09M Sell
10,311
-561
-5% -$123K 1.48% 16
2019
Q4 		$2.62M Sell
10,872
-311
-3% -$68.6K 1.39% 14
2019
Q3 		$2.16M Buy
11,183
+99
+0.9% +$19K 1.21% 30
2019
Q2 		$2.04M Sell
11,084
-32
-0.3% -$5.73K 1.16% 34
2019
Q1 		$2.11M Buy
11,116
+3
+0% +$573 1.22% 30
2018
Q4 		$2.16M Sell
11,113
-127
-1% -$24.8K 1.44% 12
2018
Q3 		$2.33M Buy
11,240
+21
+0.2% +$4.14K 1.34% 17
2018
Q2 		$2.07M Buy
11,219
+67
+0.6% +$11.9K 1.28% 21
2018
Q1 		$1.9M Sell
11,152
-330
-3% -$60.6K 1.2% 30
2017
Q4 		$2M Sell
11,482
-11
-0.1% -$1.95K 1.18% 31
2017
Q3 		$2.14M Sell
11,493
-153
-1% -$27.1K 1.33% 11
2017
Q2 		$2.01M Buy
11,646
+11
+0.1% +$1.79K 1.29% 20
2017
Q1 		$1.91M Buy
11,635
+68
+0.6% +$11.3K 1.23% 28
2016
Q4 		$1.69M Buy
11,567
+54
+0.5% +$8.13K 1.15% 35
2016
Q3 		$1.92M Sell
11,513
-261
-2% -$44.1K 1.32% 17
2016
Q2 		$1.79M Sell
11,774
-223
-2% -$34.7K 1.23% 26
2016
Q1 		$1.8M Sell
11,997
-183
-2% -$27.2K 1.24% 26
2015
Q4 		$1.98M Sell
12,180
-21
-0.2% -$3.3K 1.37% 18
2015
Q3 		$1.69M Sell
12,201
-386
-3% -$60.8K 1.2% 25
2015
Q2 		$1.93M Sell
12,587
-21
-0.2% -$3.36K 1.27% 22
2015
Q1 		$2.02M Sell
12,608
-942
-7% -$148K 1.3% 23
2014
Q4 		$2.16M Sell
13,550
-1,459
-10% -$227K 1.37% 18
2014
Q3 		$2.11M Sell
15,009
-1,482
-9% -$193K 1.43% 9
2014
Q2 		$1.95M Sell
16,491
-850
-5% -$98.4K 1.3% 27
2014
Q1 		$2.14M Sell
17,341
-113
-0.6% -$13.7K 1.41% 20
2013
Q4 		$1.99M Sell
17,454
-124
-0.7% -$14.1K 1.32% 31
2013
Q3 		$1.97M Sell
17,578
-3,201
-15% -$347K 1.41% 20
2013
Q2 		$2.05M Buy
+20,779
New +$2.16M 1.45% 20

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

Eads & Heald Wealth Management's AMGN Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Amgen (AMGN) stake by 1.8% in Q1 2026, selling an estimated $49.2K and leaving 7,574 shares worth $2.66M. The position accounts for 1.33% of the portfolio, ranked #19.

Eads & Heald Wealth Management first reported a position in AMGN in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.72M in Q2 2024. 3,127 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Eads & Heald Wealth Management held 7,574 shares of Amgen worth $2.66M as of Q1 2026.
  • Eads & Heald Wealth Management sold 138 Amgen shares in Q1 2026, an estimated $49.2K.
  • Amgen made up 1.33% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Eads & Heald Wealth Management first reported a position in Amgen in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's Amgen position peaked at $2.72M in Q2 2024.
  • 3,127 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.