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Karpus Investment Management’s Amgen AMGN Stock Holding History

Karpus Investment 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 		$239K Hold
680
– – 0.01% 221
2025
Q4 		$223K Buy
+680
New +$216K 0.01% 209
2025
Q2 		– Sell
-680
Closed -$212K – 202
2025
Q1 		$212K Buy
+680
New +$201K 0.01% 199
2024
Q4 		– Sell
-680
Closed -$219K – 208
2024
Q3 		$219K Hold
680
– – 0.01% 209
2024
Q2 		$212K Buy
+680
New +$200K 0.01% 225

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

Karpus Investment Management's AMGN Position: Q1 2026 in Review

Karpus Investment Management held its Amgen (AMGN) position steady in Q1 2026 at 680 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #221.

Karpus Investment Management first reported a position in AMGN in Q2 2024 and has held it in 5 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Karpus Investment Management held 680 shares of Amgen worth $239K as of Q1 2026.
  • Karpus Investment Management left its Amgen share count unchanged in Q1 2026.
  • Amgen made up 0.01% of Karpus Investment Management's portfolio in Q1 2026, its #221 holding.
  • Karpus Investment Management first reported a position in Amgen in Q2 2024 and has held it in 5 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.