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Ethos Financial Group’s Amgen AMGN Stock Holding History

Ethos Financial 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 		$1.08M Buy
3,070
+463
+18% +$165K 0.08% 190
2025
Q4 		$853K Sell
2,607
-414
-14% -$131K 0.06% 216
2025
Q3 		$853K Sell
3,021
-25
-0.8% -$7.25K 0.07% 195
2025
Q2 		$850K Buy
3,046
+1,433
+89% +$406K 0.07% 188
2025
Q1 		$420K Hold
1,613
– – 0.04% 263
2024
Q4 		$420K Buy
1,613
+923
+134% +$274K 0.05% 180
2024
Q3 		$222K Sell
690
-2
-0.3% -$654 0.04% 253
2024
Q2 		$233K Sell
692
-1,904
-73% -$559K 0.04% 238
2024
Q1 		$739K Sell
2,596
-483
-16% -$141K 0.14% 100
2023
Q4 		$887K Buy
3,079
+362
+13% +$98.6K 0.19% 85
2023
Q3 		$730K Buy
2,717
+989
+57% +$247K 0.19% 74
2023
Q2 		$418K Hold
1,728
– – 0.14% 80
2023
Q1 		$418K Sell
1,728
-5
-0.3% -$1.23K 0.13% 96
2022
Q4 		$457K Buy
+1,733
New +$465K 0.15% 81

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

Ethos Financial Group's AMGN Position: Q1 2026 in Review

Ethos Financial Group increased its Amgen (AMGN) stake by 18% in Q1 2026, buying an estimated $165K and bringing the position to 3,070 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #190.

Ethos Financial Group first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Ethos Financial Group held 3,070 shares of Amgen worth $1.08M as of Q1 2026.
  • Ethos Financial Group bought 463 Amgen shares in Q1 2026, an estimated $165K.
  • Amgen made up 0.08% of Ethos Financial Group's portfolio in Q1 2026, its #190 holding.
  • Ethos Financial Group first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.