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Evergreen Wealth Solutions’s Amgen AMGN Stock Holding History

Evergreen Wealth Solutions’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 		$2.25M Buy
6,387
+5,393
+543% +$1.92M 0.16% 107
2025
Q4 		$325K Buy
994
+181
+22% +$57.4K 0.05% 159
2025
Q3 		$229K Sell
813
-102
-11% -$29.6K 0.13% 109
2025
Q2 		$255K Buy
915
+249
+37% +$70.5K 0.15% 99
2025
Q1 		$207K Buy
+666
New +$197K 0.14% 102

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

Evergreen Wealth Solutions's AMGN Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Amgen (AMGN) stake by 543% in Q1 2026, buying an estimated $1.92M and bringing the position to 6,387 shares worth $2.25M. The position accounts for 0.16% of the portfolio, ranked #107.

Evergreen Wealth Solutions first reported a position in AMGN in Q1 2025 and has held it in 5 quarters since. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Evergreen Wealth Solutions held 6,387 shares of Amgen worth $2.25M as of Q1 2026.
  • Evergreen Wealth Solutions bought 5,393 Amgen shares in Q1 2026, an estimated $1.92M.
  • Amgen made up 0.16% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #107 holding.
  • Evergreen Wealth Solutions first reported a position in Amgen in Q1 2025 and has held it in 5 quarters since.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.