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Evelyn Partners Investment Management’s Amgen AMGN Stock Holding History

Evelyn Partners Investment 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 		$39.8K Hold
113
– – ﹤0.01% 292
2025
Q4 		$37K Hold
113
– – ﹤0.01% 299
2025
Q3 		$31.9K Hold
113
– – ﹤0.01% 306
2025
Q2 		$31.6K Hold
113
– – ﹤0.01% 313
2025
Q1 		$35.2K Hold
113
– – ﹤0.01% 304
2024
Q4 		$29.5K Buy
+113
New +$33.5K ﹤0.01% 303

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

Evelyn Partners Investment Management's AMGN Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Amgen (AMGN) position steady in Q1 2026 at 113 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Evelyn Partners Investment Management first reported a position in AMGN in Q4 2024 and has held it in 6 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Evelyn Partners Investment Management held 113 shares of Amgen worth $39.8K as of Q1 2026.
  • Evelyn Partners Investment Management left its Amgen share count unchanged in Q1 2026.
  • Amgen made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #292 holding.
  • Evelyn Partners Investment Management first reported a position in Amgen in Q4 2024 and has held it in 6 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.