Joseph Group Capital Management’s Amgen AMGN Stock Holding History

Joseph Group Capital 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	$4.71M	Buy	13,392 +462	+4%	+$165K	1.18%	29
2025 Q4	$4.23M	Sell	12,930 -1,537	-11%	-$488K	1.11%	33
2025 Q3	$4.08M	Buy	14,467 +2,098	+17%	+$608K	1.15%	29
2025 Q2	$3.45M	Buy	12,369 +1,323	+12%	+$375K	1.16%	35
2025 Q1	$3.44M	Buy	11,046 +1,112	+11%	+$328K	1.32%	27
2024 Q4	$2.59M	Buy	9,934 +1,301	+15%	+$386K	1.02%	34
2024 Q3	$2.78M	Buy	8,633 +1,169	+16%	+$382K	1.06%	27
2024 Q2	$2.33M	Buy	7,464 +782	+12%	+$230K	1.21%	24
2024 Q1	$1.9M	Buy	6,682 +6,532	+4,355%	+$1.91M	0.95%	33
2023 Q4	$43.2K	Hold	150	–	–	0.03%	66
2023 Q3	$40.3K	Hold	150	–	–	0.03%	67
2023 Q2	$33.3K	Hold	150	–	–	0.03%	64
2023 Q1	$36.3K	Hold	150	–	–	0.03%	67
2022 Q4	$39K	Hold	150	–	–	0.04%	72
2022 Q3	$34K	Hold	150	–	–	0.04%	58
2022 Q2	$36K	Hold	150	–	–	0.04%	58
2022 Q1	$36K	Hold	150	–	–	0.04%	57
2021 Q4	$34K	Buy	+150	New	+$31.7K	0.03%	59

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

Joseph Group Capital Management's AMGN Position: Q1 2026 in Review

Joseph Group Capital Management increased its Amgen (AMGN) stake by 3.6% in Q1 2026, buying an estimated $165K and bringing the position to 13,392 shares worth $4.71M. The position accounts for 1.18% of the portfolio, ranked #29.

Joseph Group Capital Management first reported a position in AMGN in Q4 2021 and has held it in 18 quarters since. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Joseph Group Capital Management held 13,392 shares of Amgen worth $4.71M as of Q1 2026.
Joseph Group Capital Management bought 462 Amgen shares in Q1 2026, an estimated $165K.
Amgen made up 1.18% of Joseph Group Capital Management's portfolio in Q1 2026, its #29 holding.
Joseph Group Capital Management first reported a position in Amgen in Q4 2021 and has held it in 18 quarters since.
3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.