HeadInvest LLC’s Amgen AMGN Stock Holding History

HeadInvest LLC’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	$350K	Sell	996 -638	-39%	-$227K	0.07%	172
2025 Q4	$535K	Buy	+1,634	New	+$518K	0.11%	144
2023 Q4	–	Sell	-509	Closed	-$136K	–	250
2023 Q3	$136K	Buy	+509	New	+$127K	0.03%	253
2014 Q2	–	Sell	-5,350	Closed	-$660K	–	101
2014 Q1	$660K	Hold	5,350	–	–	0.28%	62
2013 Q4	$610K	Hold	5,350	–	–	0.26%	63
2013 Q3	$599K	Hold	5,350	–	–	0.26%	64
2013 Q2	$528K	Buy	+5,350	New	+$555K	0.23%	65

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

HeadInvest LLC's AMGN Position: Q1 2026 in Review

HeadInvest LLC reduced its Amgen (AMGN) stake by 39% in Q1 2026, selling an estimated $227K and leaving 996 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #172.

HeadInvest LLC first reported a position in AMGN in Q2 2013 and has held it in 7 quarters since. The position peaked at $660K in Q1 2014. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

HeadInvest LLC held 996 shares of Amgen worth $350K as of Q1 2026.
HeadInvest LLC sold 638 Amgen shares in Q1 2026, an estimated $227K.
Amgen made up 0.07% of HeadInvest LLC's portfolio in Q1 2026, its #172 holding.
HeadInvest LLC first reported a position in Amgen in Q2 2013 and has held it in 7 quarters since.
HeadInvest LLC's Amgen position peaked at $660K in Q1 2014.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on HeadInvest LLC's 13F filing for Q1 2026, filed 15 May 2026.