EPW
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Evergreen Private Wealth’s Amgen AMGN Stock Holding History

Evergreen Private Wealth’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 		$276K Hold
785
– – 0.11% 57
2025
Q4 		$257K Buy
785
+30
+4% +$9.52K 0.1% 61
2025
Q3 		$213K Hold
755
– – 0.09% 65
2025
Q2 		$211K Sell
755
-25
-3% -$7.08K 0.09% 64
2025
Q1 		$243K Hold
780
– – 0.11% 62
2024
Q4 		$203K Hold
780
– – 0.1% 66
2024
Q3 		$251K Sell
780
-1
-0.1% -$327 0.12% 62
2024
Q2 		$244K Hold
781
– – 0.12% 64
2024
Q1 		$222K Hold
781
– – 0.11% 68
2023
Q4 		$225K Buy
+781
New +$213K 0.12% 63

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