Investment Advisory Group’s Amgen AMGN Stock Holding History

Investment Advisory 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	$724K	Buy	2,057 +4	+0.2%	+$1.43K	0.18%	92
2025 Q4	$672K	Sell	2,053 -5	-0.2%	-$1.59K	0.17%	95
2025 Q3	$581K	Hold	2,058	–	–	0.16%	98
2025 Q2	$575K	Sell	2,058 -8	-0.4%	-$2.27K	0.17%	94
2025 Q1	$644K	Buy	2,066 +25	+1%	+$7.38K	0.22%	88
2024 Q4	$532K	Sell	2,041 -19	-0.9%	-$5.64K	0.18%	94
2024 Q3	$664K	Buy	2,060 +19	+0.9%	+$6.21K	0.23%	83
2024 Q2	$638K	Buy	2,041 +1	+0%	+$294	0.25%	78
2024 Q1	$580K	Buy	2,040 +3	+0.1%	+$878	0.24%	79
2023 Q4	$587K	Sell	2,037 -1	-0%	-$272	0.27%	71
2023 Q3	$548K	Buy	2,038 +18	+0.9%	+$4.49K	0.28%	69
2023 Q2	$448K	Hold	2,020	–	–	0.23%	78
2023 Q1	$488K	Sell	2,020 -16	-0.8%	-$3.93K	0.28%	74
2022 Q4	$535K	Hold	2,036	–	–	0.33%	63
2022 Q3	$459K	Hold	2,036	–	–	0.32%	65
2022 Q2	$494K	Hold	2,036	–	–	0.34%	62
2022 Q1	$492K	Hold	2,036	–	–	0.3%	70
2021 Q4	$466K	Buy	+2,036	New	+$430K	0.3%	67

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

Investment Advisory Group's AMGN Position: Q1 2026 in Review

Investment Advisory Group increased its Amgen (AMGN) stake by 0.19% in Q1 2026, buying an estimated $1.43K and bringing the position to 2,057 shares worth $724K. The position accounts for 0.18% of the portfolio, ranked #92.

Investment Advisory Group first reported a position in AMGN in Q4 2021 and has held it in 18 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Investment Advisory Group held 2,057 shares of Amgen worth $724K as of Q1 2026.
Investment Advisory Group bought 4 Amgen shares in Q1 2026, an estimated $1.43K.
Amgen made up 0.18% of Investment Advisory Group's portfolio in Q1 2026, its #92 holding.
Investment Advisory Group first reported a position in Amgen in Q4 2021 and has held it in 18 quarters since.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.