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Garton & Associates Financial Advisors’s Amgen AMGN Stock Holding History

Garton & Associates 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 		– Sell
-158
Closed -$51.6K – 145
2025
Q4 		$51.6K Buy
+158
New +$50.1K 0.03% 367

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Garton & Associates Financial Advisors's AMGN Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Amgen (AMGN) in Q1 2026, closing a stake of 158 shares — an estimated $51.6K sold.

Garton & Associates Financial Advisors first reported a position in AMGN in Q4 2025 and held it in 1 quarter. The position peaked at $51.6K in Q4 2025. 3,142 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Amgen position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 158 Amgen shares in Q1 2026, an estimated $51.6K.
  • Garton & Associates Financial Advisors first reported a position in Amgen in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Amgen position peaked at $51.6K in Q4 2025.
  • 3,142 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.