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Evernest Financial Advisors’s Amgen AMGN Stock Holding History

Evernest Financial Advisors’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 		$1.28M Buy
3,776
+172
+5% +$61.3K 0.27% 57
2025
Q4 		$1.35M Buy
3,604
+236
+7% +$74.9K 0.28% 54
2025
Q3 		$950K Buy
3,368
+49
+1% +$14.2K 0.27% 76
2025
Q2 		$927K Buy
3,319
+319
+11% +$90.4K 0.3% 71
2025
Q1 		$935K Buy
3,000
+275
+10% +$81.2K 0.34% 69
2024
Q4 		$710K Buy
2,725
+62
+2% +$18.4K 0.18% 90
2024
Q3 		$858K Buy
2,663
+99
+4% +$32.4K 0.23% 72
2024
Q2 		$801K Sell
2,564
-154
-6% -$45.2K 0.36% 62
2024
Q1 		$731K Buy
2,718
+106
+4% +$31K 0.35% 62
2023
Q4 		$752K Buy
+2,612
New +$712K 0.38% 64
2021
Q4 		$768K Buy
+2,638
New +$557K 0.4% 58

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

Evernest Financial Advisors's AMGN Position: Q1 2026 in Review

Evernest Financial Advisors increased its Amgen (AMGN) stake by 4.8% in Q1 2026, buying an estimated $61.3K and bringing the position to 3,776 shares worth $1.28M. The position accounts for 0.27% of the portfolio, ranked #57.

Evernest Financial Advisors first reported a position in AMGN in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.35M in Q4 2025. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Evernest Financial Advisors held 3,776 shares of Amgen worth $1.28M as of Q1 2026.
  • Evernest Financial Advisors bought 172 Amgen shares in Q1 2026, an estimated $61.3K.
  • Amgen made up 0.27% of Evernest Financial Advisors's portfolio in Q1 2026, its #57 holding.
  • Evernest Financial Advisors first reported a position in Amgen in Q4 2021 and has held it in 11 quarters since.
  • Evernest Financial Advisors's Amgen position peaked at $1.35M in Q4 2025.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.