Intrepid Financial Planning Group’s Amgen AMGN Stock Holding History

Intrepid Financial Planning 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	$552K	Hold	1,570	–	–	0.22%	67
2025 Q4	$514K	Hold	1,570	–	–	0.2%	72
2025 Q3	$443K	Hold	1,570	–	–	0.17%	83
2025 Q2	$438K	Sell	1,570 -138	-8%	-$39.1K	0.18%	77
2025 Q1	$532K	Sell	1,708 -89	-5%	-$26.3K	0.25%	62
2024 Q4	$468K	Hold	1,797	–	–	0.2%	75
2024 Q3	$579K	Hold	1,797	–	–	0.25%	65
2024 Q2	$561K	Sell	1,797 -28	-2%	-$8.23K	0.24%	65
2024 Q1	$519K	Hold	1,825	–	–	0.22%	71
2023 Q4	$526K	Hold	1,825	–	–	0.25%	66
2023 Q3	$490K	Buy	+1,825	New	+$455K	0.25%	61

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

Intrepid Financial Planning Group's AMGN Position: Q1 2026 in Review

Intrepid Financial Planning Group held its Amgen (AMGN) position steady in Q1 2026 at 1,570 shares worth $552K. The position accounts for 0.22% of the portfolio, ranked #67.

Intrepid Financial Planning Group first reported a position in AMGN in Q3 2023 and has held it in 11 quarters since. The position peaked at $579K in Q3 2024. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Intrepid Financial Planning Group held 1,570 shares of Amgen worth $552K as of Q1 2026.
Intrepid Financial Planning Group left its Amgen share count unchanged in Q1 2026.
Amgen made up 0.22% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #67 holding.
Intrepid Financial Planning Group first reported a position in Amgen in Q3 2023 and has held it in 11 quarters since.
Intrepid Financial Planning Group's Amgen position peaked at $579K in Q3 2024.
3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.