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Independent Solutions Wealth Management’s Amgen AMGN Stock Holding History

Independent Solutions Wealth Management’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 		$3.37M Buy
9,591
+130
+1% +$46.3K 0.5% 57
2025
Q4 		$3.1M Sell
9,461
-25
-0.3% -$7.93K 0.57% 58
2025
Q3 		$2.68M Buy
9,486
+151
+2% +$43.8K 0.48% 70
2025
Q2 		$2.61M Buy
9,335
+348
+4% +$98.6K 0.51% 67
2025
Q1 		$2.8M Buy
8,987
+74
+0.8% +$21.9K 0.63% 52
2024
Q4 		$2.32M Buy
8,913
+174
+2% +$51.6K 0.51% 59
2024
Q3 		$2.82M Sell
8,739
-34
-0.4% -$11.1K 0.64% 46
2024
Q2 		$2.74M Sell
8,773
-409
-4% -$120K 0.63% 47
2024
Q1 		$2.61M Buy
9,182
+359
+4% +$105K 0.62% 48
2023
Q4 		$2.54M Buy
8,823
+271
+3% +$73.8K 0.65% 49
2023
Q3 		$2.3M Sell
8,552
-1,021
-11% -$255K 0.6% 46
2023
Q2 		$2.13M Buy
9,573
+279
+3% +$64.7K 0.53% 46
2023
Q1 		$2.25M Buy
9,294
+234
+3% +$57.4K 0.66% 40
2022
Q4 		$2.38M Buy
9,060
+210
+2% +$56.3K 0.72% 37
2022
Q3 		$1.99M Buy
8,850
+1,199
+16% +$291K 0.65% 40
2022
Q2 		$1.86M Buy
7,651
+704
+10% +$173K 0.58% 45
2022
Q1 		$1.68M Sell
6,947
-209
-3% -$48K 0.4% 63
2021
Q4 		$1.61M Buy
7,156
+123
+2% +$26K 0.38% 68
2021
Q3 		$1.5M Sell
7,033
-851
-11% -$196K 0.37% 66
2021
Q2 		$1.92M Buy
7,884
+428
+6% +$105K 0.47% 51
2021
Q1 		$1.86M Buy
7,456
+2,018
+37% +$482K 0.51% 49
2020
Q4 		$1.25M Buy
5,438
+1,944
+56% +$448K 0.39% 59
2020
Q3 		$888K Sell
3,494
-631
-15% -$156K 0.34% 58
2020
Q2 		$973K Buy
4,125
+685
+20% +$156K 0.42% 50
2020
Q1 		$697K Buy
3,440
+455
+15% +$99.4K 0.39% 53
2019
Q4 		$720K Buy
+2,985
New +$658K 0.32% 65

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

Independent Solutions Wealth Management's AMGN Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its Amgen (AMGN) stake by 1.4% in Q1 2026, buying an estimated $46.3K and bringing the position to 9,591 shares worth $3.37M. The position accounts for 0.5% of the portfolio, ranked #57.

Independent Solutions Wealth Management first reported a position in AMGN in Q4 2019 and has held it in 26 quarters since. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Independent Solutions Wealth Management held 9,591 shares of Amgen worth $3.37M as of Q1 2026.
  • Independent Solutions Wealth Management bought 130 Amgen shares in Q1 2026, an estimated $46.3K.
  • Amgen made up 0.5% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Independent Solutions Wealth Management first reported a position in Amgen in Q4 2019 and has held it in 26 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.