FRG Family Wealth Advisors’s Amgen AMGN Stock Holding History

FRG Family Wealth 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	$1.18M	Hold	3,351	–	–	0.19%	79
2025 Q4	$1.1M	Sell	3,351 -170	-5%	-$53.9K	0.17%	86
2025 Q3	$994K	Sell	3,521 -70	-2%	-$20.3K	0.16%	90
2025 Q2	$1M	Hold	3,591	–	–	0.17%	83
2025 Q1	$1.12M	Hold	3,591	–	–	0.22%	76
2024 Q4	$936K	Hold	3,591	–	–	0.17%	84
2024 Q3	$1.16M	Hold	3,591	–	–	0.21%	74
2024 Q2	$1.18M	Hold	3,591	–	–	0.23%	71
2024 Q1	$984K	Hold	3,591	–	–	0.19%	77
2023 Q4	$1.03M	Hold	3,591	–	–	0.21%	71
2023 Q3	$965K	Sell	3,591 -460	-11%	-$115K	0.22%	74
2023 Q2	$899K	Sell	4,051 -670	-14%	-$155K	0.2%	81
2023 Q1	$1.14M	Sell	4,721 -275	-6%	-$67.5K	0.26%	67
2022 Q4	$1.31M	Sell	4,996 -85	-2%	-$22.8K	0.31%	58
2022 Q3	$1.15M	Sell	5,081 -80	-2%	-$19.4K	0.28%	61
2022 Q2	$1.26M	Hold	5,161	–	–	0.29%	61
2022 Q1	$1.25M	Hold	5,161	–	–	0.24%	64
2021 Q4	$1.16M	Sell	5,161 -46	-0.9%	-$9.71K	0.22%	68
2021 Q3	$1.11M	Buy	5,207 +140	+3%	+$32.2K	0.22%	66
2021 Q2	$1.24M	Hold	5,067	–	–	0.23%	64
2021 Q1	$1.26M	Sell	5,067 -46	-0.9%	-$11K	0.26%	62
2020 Q4	$1.18M	Buy	5,113 +435	+9%	+$100K	0.26%	64
2020 Q3	$1.19M	Buy	4,678 +20	+0.4%	+$4.96K	0.29%	59
2020 Q2	$1.1M	Hold	4,658	–	–	0.29%	57
2020 Q1	$944K	Buy	4,658 +158	+4%	+$34.5K	0.29%	60
2019 Q4	$1.08M	Sell	4,500 -235	-5%	-$51.8K	0.26%	70
2019 Q3	$916K	Sell	4,735 -1,380	-23%	-$265K	0.24%	80
2019 Q2	$1.13M	Sell	6,115 -1,465	-19%	-$262K	0.3%	71
2019 Q1	$1.44M	Sell	7,580 -270	-3%	-$51.6K	0.41%	63
2018 Q4	$1.53M	Sell	7,850 -250	-3%	-$48.8K	0.5%	59
2018 Q3	$1.68M	Sell	8,100 -170	-2%	-$33.5K	0.46%	61
2018 Q2	$1.53M	Buy	8,270 +60	+0.7%	+$10.6K	0.46%	62
2018 Q1	$1.4M	Buy	8,210 +547	+7%	+$100K	0.46%	68
2017 Q4	$1.33M	Sell	7,663 -712	-9%	-$126K	0.43%	72
2017 Q3	$1.56M	Sell	8,375 -380	-4%	-$67.3K	0.54%	61
2017 Q2	$1.51M	Buy	8,755 +910	+12%	+$148K	0.56%	60
2017 Q1	$1.29M	Buy	7,845 +1,100	+16%	+$183K	0.5%	65
2016 Q4	$986K	Buy	6,745 +1,515	+29%	+$228K	0.41%	74
2016 Q3	$872K	Buy	5,230 +795	+18%	+$134K	0.39%	77
2016 Q2	$675K	Buy	4,435 +455	+11%	+$70.7K	0.31%	85
2016 Q1	$595K	Buy	3,980 +115	+3%	+$17.1K	0.29%	85
2015 Q4	$627K	Buy	+3,865	New	+$608K	0.31%	84

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

FRG Family Wealth Advisors's AMGN Position: Q1 2026 in Review

FRG Family Wealth Advisors held its Amgen (AMGN) position steady in Q1 2026 at 3,351 shares worth $1.18M. The position accounts for 0.19% of the portfolio, ranked #79.

FRG Family Wealth Advisors first reported a position in AMGN in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.68M in Q3 2018. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

FRG Family Wealth Advisors held 3,351 shares of Amgen worth $1.18M as of Q1 2026.
FRG Family Wealth Advisors left its Amgen share count unchanged in Q1 2026.
Amgen made up 0.19% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #79 holding.
FRG Family Wealth Advisors first reported a position in Amgen in Q4 2015 and has held it in 42 quarters since.
FRG Family Wealth Advisors's Amgen position peaked at $1.68M in Q3 2018.
3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.