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Global Wealth Management Investment Advisory’s Amgen AMGN Stock Holding History

Global Wealth Management Investment Advisory’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 		$5.41M Sell
15,386
-118
-0.8% -$42.1K 0.85% 39
2025
Q4 		$5.07M Buy
15,504
+2,448
+19% +$777K 0.81% 43
2025
Q3 		$3.68M Buy
13,056
+4,699
+56% +$1.36M 0.62% 61
2025
Q2 		$2.33M Sell
8,357
-91
-1% -$25.8K 0.44% 71
2025
Q1 		$2.63M Buy
8,448
+1,581
+23% +$467K 0.53% 66
2024
Q4 		$1.79M Buy
6,867
+1,438
+26% +$427K 0.37% 81
2024
Q3 		$1.75M Buy
5,429
+41
+0.8% +$13.4K 0.38% 74
2024
Q2 		$1.68M Buy
5,388
+220
+4% +$64.6K 0.39% 72
2024
Q1 		$1.47M Buy
5,168
+435
+9% +$127K 0.36% 74
2023
Q4 		$1.36M Buy
4,733
+109
+2% +$29.7K 0.35% 73
2023
Q3 		$1.24M Buy
4,624
+225
+5% +$56.1K 0.35% 77
2023
Q2 		$977K Buy
4,399
+210
+5% +$48.7K 0.27% 90
2023
Q1 		$1.01M Buy
4,189
+470
+13% +$115K 0.3% 82
2022
Q4 		$977K Sell
3,719
-117
-3% -$31.4K 0.32% 76
2022
Q3 		$865K Buy
3,836
+175
+5% +$42.4K 0.31% 84
2022
Q2 		$891K Buy
3,661
+231
+7% +$56.6K 0.3% 81
2022
Q1 		$829K Sell
3,430
-38
-1% -$8.73K 0.25% 90
2021
Q4 		$780K Buy
3,468
+721
+26% +$152K 0.23% 92
2021
Q3 		$584K Buy
2,747
+331
+14% +$76.2K 0.18% 96
2021
Q2 		$589K Buy
2,416
+63
+3% +$15.5K 0.2% 93
2021
Q1 		$585K Buy
2,353
+41
+2% +$9.78K 0.21% 90
2020
Q4 		$532K Buy
2,312
+211
+10% +$48.6K 0.21% 88
2020
Q3 		$534K Buy
2,101
+604
+40% +$150K 0.23% 82
2020
Q2 		$353K Hold
1,497
– – 0.15% 90
2020
Q1 		$303K Hold
1,497
– – 0.15% 92
2019
Q4 		$361K Sell
1,497
-100
-6% -$22K 0.15% 90
2019
Q3 		$309K Hold
1,597
– – 0.14% 91
2019
Q2 		$294K Buy
1,597
+8
+0.5% +$1.43K 0.14% 91
2019
Q1 		$302K Buy
1,589
+1,239
+354% +$237K 0.16% 91
2018
Q4 		$68K Buy
+350
New +$68.3K 0.04% 202

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

Global Wealth Management Investment Advisory's AMGN Position: Q1 2026 in Review

Global Wealth Management Investment Advisory reduced its Amgen (AMGN) stake by 0.76% in Q1 2026, selling an estimated $42.1K and leaving 15,386 shares worth $5.41M. The position accounts for 0.85% of the portfolio, ranked #39.

Global Wealth Management Investment Advisory first reported a position in AMGN in Q4 2018 and has held it in 30 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Global Wealth Management Investment Advisory held 15,386 shares of Amgen worth $5.41M as of Q1 2026.
  • Global Wealth Management Investment Advisory sold 118 Amgen shares in Q1 2026, an estimated $42.1K.
  • Amgen made up 0.85% of Global Wealth Management Investment Advisory's portfolio in Q1 2026, its #39 holding.
  • Global Wealth Management Investment Advisory first reported a position in Amgen in Q4 2018 and has held it in 30 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.