IWA
AMGN icon

Icon Wealth Advisors’s Amgen AMGN Stock Holding History

Icon Wealth Advisors’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 		$722K Sell
2,136
-52
-2% -$18.5K 0.05% 214
2025
Q4 		$716K Sell
2,188
-24
-1% -$7.61K 0.05% 215
2025
Q3 		$624K Buy
2,212
+1
+0% +$290 0.04% 237
2025
Q2 		$617K Buy
2,211
+16
+0.7% +$4.53K 0.04% 228
2025
Q1 		$684K Sell
2,195
-52
-2% -$15.4K 0.06% 184
2024
Q4 		$586K Sell
2,247
-163
-7% -$48.4K 0.05% 197
2024
Q3 		$777K Sell
2,410
-1,882
-44% -$616K 0.06% 162
2024
Q2 		$1.43M Buy
4,292
+39
+0.9% +$11.5K 0.13% 120
2024
Q1 		$1.21M Buy
4,253
+1,012
+31% +$296K 0.11% 130
2023
Q4 		$934K Buy
+3,241
New +$883K 0.1% 133
2022
Q4 		$529K Buy
2,016
+261
+15% +$70K 0.06% 187
2022
Q3 		$396K Buy
+1,755
New +$425K 0.05% 201

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

Icon Wealth Advisors's AMGN Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Amgen (AMGN) stake by 2.4% in Q1 2026, selling an estimated $18.5K and leaving 2,136 shares worth $722K. The position accounts for 0.05% of the portfolio, ranked #214.

Icon Wealth Advisors first reported a position in AMGN in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.43M in Q2 2024. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Icon Wealth Advisors held 2,136 shares of Amgen worth $722K as of Q1 2026.
  • Icon Wealth Advisors sold 52 Amgen shares in Q1 2026, an estimated $18.5K.
  • Amgen made up 0.05% of Icon Wealth Advisors's portfolio in Q1 2026, its #214 holding.
  • Icon Wealth Advisors first reported a position in Amgen in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's Amgen position peaked at $1.43M in Q2 2024.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.