Houlihan Financial Resource Group’s Amgen AMGN Stock Holding History

Houlihan Financial Resource Group’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	$1.16M	Hold	3,291	–	–	0.45%	46
2025 Q4	$1.1M	Buy	3,291 +1,594	+94%	+$506K	0.42%	50
2025 Q3	$479K	Sell	1,697 -1,659	-49%	-$481K	0.42%	49
2025 Q2	$964K	Hold	3,356	–	–	0.4%	48
2025 Q1	$1.05M	Sell	3,356 -60	-2%	-$17.7K	0.47%	41
2024 Q4	$890K	Sell	3,416 -90	-3%	-$26.7K	0.38%	47
2024 Q3	$1.13M	Buy	3,506 +77	+2%	+$25.2K	0.47%	43
2024 Q2	$1.07M	Hold	3,429	–	–	0.73%	27
2024 Q1	$975K	Sell	3,429 -5	-0.1%	-$1.46K	0.44%	40
2023 Q4	$989K	Hold	3,434	–	–	0.48%	39
2023 Q3	$902K	Buy	+3,434	New	+$857K	0.48%	40
2023 Q2	–	Sell	-3,447	Closed	-$833K	–	136
2023 Q1	$833K	Buy	3,447 +6	+0.2%	+$1.47K	0.45%	43
2022 Q4	$886K	Hold	3,441	–	–	0.51%	42
2022 Q3	$863K	Buy	+3,441	New	+$834K	0.53%	41
2020 Q3	$828K	Buy	+3,441	New	+$852K	0.48%	44
2020 Q1	$698K	Hold	3,441	–	–	0.61%	42
2019 Q4	$830K	Buy	+3,441	New	+$759K	0.54%	46

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

Houlihan Financial Resource Group's AMGN Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Amgen (AMGN) position steady in Q1 2026 at 3,291 shares worth $1.16M. The position accounts for 0.45% of the portfolio, ranked #46.

Houlihan Financial Resource Group first reported a position in AMGN in Q4 2019 and has held it in 17 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Houlihan Financial Resource Group held 3,291 shares of Amgen worth $1.16M as of Q1 2026.
Houlihan Financial Resource Group left its Amgen share count unchanged in Q1 2026.
Amgen made up 0.45% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #46 holding.
Houlihan Financial Resource Group first reported a position in Amgen in Q4 2019 and has held it in 17 quarters since.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.