Jefferies Financial Group’s Amgen AMGN Stock Holding History

Jefferies Financial 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
2025 Q3	–	Sell	-2,500	Closed	-$698K	–	1439
2025 Q2	$698K	Sell	2,500 -4,500	-64%	-$1.27M	0.01%	820
2025 Q1	$2.18M	Sell	7,000 -12,000	-63%	-$3.54M	0.02%	554
2024 Q4	$4.95M	Sell	19,000 -381,800	-95%	-$113M	0.03%	367
2024 Q3	$129M	Buy	400,800 +380,300	+1,855%	+$124M	0.92%	18
2024 Q2	$6.41M	Buy	20,500 +10,000	+95%	+$2.94M	0.07%	229
2024 Q1	$2.99M	Buy	10,500 +10,000	+2,000%	+$2.93M	0.03%	451
2023 Q4	$144K	Hold	500	–	–	﹤0.01%	1504
2023 Q3	$134K	Sell	500 -2,500	-83%	-$624K	﹤0.01%	1408
2023 Q2	$666K	Sell	3,000 -68,700	-96%	-$15.9M	0.01%	1073
2023 Q1	$17.3M	Sell	71,700 -98,500	-58%	-$24.2M	0.14%	126
2022 Q4	$44.7M	Buy	+170,200	New	+$45.6M	0.31%	48

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

Jefferies Financial Group's AMGN Position: Q1 2026 in Review

Jefferies Financial Group increased its Amgen (AMGN) stake by 3.7% in Q1 2026, buying an estimated $1.39M and bringing the position to 108,330 shares worth $38.1M. The position accounts for 0.26% of the portfolio, ranked #65.

Jefferies Financial Group first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. The position peaked at $130M in Q3 2024. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Jefferies Financial Group held 108,330 shares of Amgen worth $38.1M as of Q1 2026.
Jefferies Financial Group bought 3,893 Amgen shares in Q1 2026, an estimated $1.39M.
Amgen made up 0.26% of Jefferies Financial Group's portfolio in Q1 2026, its #65 holding.
Jefferies Financial Group first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's Amgen position peaked at $130M in Q3 2024.
3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.