Financial Gravity Asset Management’s Amgen AMGN Stock Holding History

Financial Gravity Asset 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	$3.17K	Buy	+9	New	+$3.21K	﹤0.01%	688
2025 Q4	–	Sell	-51	Closed	-$14.5K	–	774
2025 Q3	$14.5K	Buy	+51	New	+$14.8K	﹤0.01%	499
2024 Q2	$937	Sell	3 -4	-57%	-$1.18K	﹤0.01%	830
2024 Q1	$1.96K	Sell	7 -4	-36%	-$1.17K	﹤0.01%	683
2023 Q4	$3.32K	Buy	+11	New	+$3K	﹤0.01%	644
2021 Q3	$213K	Sell	43 -1	-2%	-$230	0.1%	165
2021 Q2	$244K	Buy	+44	New	+$10.8K	0.09%	147
2020 Q4	$13K	Buy	+59	New	+$13.6K	0.01%	156
2019 Q4	$251K	Sell	576 -259	-31%	-$57.1K	0.17%	76
2019 Q3	$162K	Sell	835 -204	-20%	-$39.2K	0.14%	142
2019 Q2	$191K	Sell	1,039 -221	-18%	-$39.6K	0.16%	152
2019 Q1	$242K	Buy	+1,260	New	+$241K	0.2%	111
2018 Q3	$720K	Buy	3,825 +327	+9%	+$64.4K	0.75%	19
2018 Q2	$680K	Buy	3,498 +71	+2%	+$12.6K	0.64%	21
2018 Q1	$579K	Buy	+3,427	New	+$629K	0.59%	23

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Financial Gravity Asset Management's AMGN Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Amgen (AMGN) in Q1 2026: 9 shares worth $3.17K. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in AMGN as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in AMGN in Q1 2018 and has held it in 15 quarters since. The position peaked at $720K in Q3 2018. 3,148 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Financial Gravity Asset Management held 9 shares of Amgen worth $3.17K as of Q1 2026.
Amgen was a new Financial Gravity Asset Management position in Q1 2026.
Amgen made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #688 holding.
Financial Gravity Asset Management first reported a position in Amgen in Q1 2018 and has held it in 15 quarters since.
Financial Gravity Asset Management's Amgen position peaked at $720K in Q3 2018.
3,148 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.