Evolve Private Wealth’s Amgen AMGN Stock Holding History

Evolve 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	$1.93M	Buy	5,488 +717	+15%	+$256K	0.1%	192
2025 Q4	$1.56M	Buy	+4,771	New	+$1.51M	0.09%	203

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Evolve Private Wealth's AMGN Position: Q1 2026 in Review

Evolve Private Wealth increased its Amgen (AMGN) stake by 15% in Q1 2026, buying an estimated $256K and bringing the position to 5,488 shares worth $1.93M. The position accounts for 0.1% of the portfolio, ranked #192.

Evolve Private Wealth first reported a position in AMGN in Q4 2025 and has held it in 2 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Evolve Private Wealth held 5,488 shares of Amgen worth $1.93M as of Q1 2026.
Evolve Private Wealth bought 717 Amgen shares in Q1 2026, an estimated $256K.
Amgen made up 0.1% of Evolve Private Wealth's portfolio in Q1 2026, its #192 holding.
Evolve Private Wealth first reported a position in Amgen in Q4 2025 and has held it in 2 quarters since.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.