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Gutierrez Wealth Advisory’s Amgen AMGN Stock Holding History

Gutierrez Wealth 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 		$520K Buy
1,478
+49
+3% +$17.5K 0.32% 35
2025
Q4 		$468K Buy
1,429
+20
+1% +$6.34K 0.29% 37
2025
Q3 		$398K Sell
1,409
-14
-1% -$4.06K 0.25% 38
2025
Q2 		$397K Sell
1,423
-58
-4% -$16.4K 0.27% 37
2025
Q1 		$461K Buy
1,481
+262
+21% +$77.4K 0.37% 24
2024
Q4 		$318K Buy
+1,219
New +$362K 0.26% 33

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

Gutierrez Wealth Advisory's AMGN Position: Q1 2026 in Review

Gutierrez Wealth Advisory increased its Amgen (AMGN) stake by 3.4% in Q1 2026, buying an estimated $17.5K and bringing the position to 1,478 shares worth $520K. The position accounts for 0.32% of the portfolio, ranked #35.

Gutierrez Wealth Advisory first reported a position in AMGN in Q4 2024 and has held it in 6 quarters since. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Gutierrez Wealth Advisory held 1,478 shares of Amgen worth $520K as of Q1 2026.
  • Gutierrez Wealth Advisory bought 49 Amgen shares in Q1 2026, an estimated $17.5K.
  • Amgen made up 0.32% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #35 holding.
  • Gutierrez Wealth Advisory first reported a position in Amgen in Q4 2024 and has held it in 6 quarters since.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.