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Guardian Wealth Advisors (North Carolina)’s Amgen AMGN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$493K Sell
1,402
-123
-8% -$43.8K 0.03% 216
2025
Q4 		$499K Buy
1,525
+187
+14% +$59.3K 0.03% 215
2025
Q3 		$378K Buy
1,338
+37
+3% +$10.7K 0.02% 250
2025
Q2 		$363K Sell
1,301
-404
-24% -$114K 0.03% 241
2025
Q1 		$531K Buy
1,705
+35
+2% +$10.3K 0.04% 178
2024
Q4 		$435K Buy
1,670
+54
+3% +$16K 0.03% 205
2024
Q3 		$521K Sell
1,616
-35
-2% -$11.4K 0.06% 159
2024
Q2 		$516K Sell
1,651
-28
-2% -$8.23K 0.06% 149
2024
Q1 		$477K Buy
1,679
+82
+5% +$24K 0.06% 158
2023
Q4 		$460K Buy
1,597
+17
+1% +$4.63K 0.07% 140
2023
Q3 		$425K Sell
1,580
-2
-0.1% -$499 0.07% 138
2023
Q2 		$351K Buy
1,582
+123
+8% +$28.5K 0.06% 157
2023
Q1 		$353K Sell
1,459
-124
-8% -$30.4K 0.06% 152
2022
Q4 		$416K Hold
1,583
– – 0.08% 128
2022
Q3 		$357K Buy
1,583
+54
+4% +$13.1K 0.07% 128
2022
Q2 		$372K Buy
1,529
+460
+43% +$113K 0.07% 127
2022
Q1 		$258K Sell
1,069
-147
-12% -$33.8K 0.11% 140
2021
Q4 		$274K Buy
+1,216
New +$257K 0.12% 129

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

Guardian Wealth Advisors (North Carolina)'s AMGN Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Amgen (AMGN) stake by 8.1% in Q1 2026, selling an estimated $43.8K and leaving 1,402 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #216.

Guardian Wealth Advisors (North Carolina) first reported a position in AMGN in Q4 2021 and has held it in 18 quarters since. The position peaked at $531K in Q1 2025. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,402 shares of Amgen worth $493K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 123 Amgen shares in Q1 2026, an estimated $43.8K.
  • Amgen made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #216 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Amgen in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Amgen position peaked at $531K in Q1 2025.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.