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JPL Wealth Management’s Amgen AMGN Stock Holding History

JPL 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 		$3.42M Sell
9,716
-3
-0% -$1.07K 0.79% 50
2025
Q4 		$3.18M Sell
9,719
-529
-5% -$168K 0.77% 54
2025
Q3 		$2.89M Buy
10,248
+107
+1% +$31K 0.69% 61
2025
Q2 		$2.83M Buy
10,141
+86
+0.9% +$24.4K 0.76% 59
2025
Q1 		$3.13M Buy
10,055
+138
+1% +$40.8K 0.89% 53
2024
Q4 		$2.58M Buy
+9,917
New +$2.94M 0.74% 61
2024
Q2 		$2.16M Buy
6,907
+687
+11% +$202K 1.06% 44
2024
Q1 		$1.77M Buy
6,220
+1,209
+24% +$354K 0.98% 51
2023
Q4 		$1.44M Buy
+5,011
New +$1.37M 1.04% 47

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

JPL Wealth Management's AMGN Position: Q1 2026 in Review

JPL Wealth Management reduced its Amgen (AMGN) stake by 0.03% in Q1 2026, selling an estimated $1.07K and leaving 9,716 shares worth $3.42M. The position accounts for 0.79% of the portfolio, ranked #50.

JPL Wealth Management first reported a position in AMGN in Q4 2023 and has held it in 9 quarters since. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • JPL Wealth Management held 9,716 shares of Amgen worth $3.42M as of Q1 2026.
  • JPL Wealth Management sold 3 Amgen shares in Q1 2026, an estimated $1.07K.
  • Amgen made up 0.79% of JPL Wealth Management's portfolio in Q1 2026, its #50 holding.
  • JPL Wealth Management first reported a position in Amgen in Q4 2023 and has held it in 9 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.