Keener Financial Planning’s Amgen AMGN Stock Holding History

Keener Financial Planning’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	$270K	Hold	768	–	–	0.11%	48
2025 Q4	$251K	Sell	768 -252	-25%	-$79.9K	0.11%	49
2025 Q3	$287K	Hold	1,020	–	–	0.13%	38
2025 Q2	$284K	Buy	1,020 +977	+2,272%	+$277K	0.14%	39
2025 Q1	$13K	Sell	43 -977	-96%	-$289K	0.01%	114
2024 Q4	$265K	Hold	1,020	–	–	0.16%	36
2024 Q3	$328K	Hold	1,020	–	–	0.21%	32
2024 Q2	$318K	Sell	1,020 -21	-2%	-$6.17K	0.21%	35
2024 Q1	$296K	Buy	1,041 +64	+7%	+$18.7K	0.2%	35
2023 Q4	$281K	Buy	+977	New	+$266K	0.22%	32

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

Keener Financial Planning's AMGN Position: Q1 2026 in Review

Keener Financial Planning held its Amgen (AMGN) position steady in Q1 2026 at 768 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #48.

Keener Financial Planning first reported a position in AMGN in Q4 2023 and has held it in 10 quarters since. The position peaked at $328K in Q3 2024. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Keener Financial Planning held 768 shares of Amgen worth $270K as of Q1 2026.
Keener Financial Planning left its Amgen share count unchanged in Q1 2026.
Amgen made up 0.11% of Keener Financial Planning's portfolio in Q1 2026, its #48 holding.
Keener Financial Planning first reported a position in Amgen in Q4 2023 and has held it in 10 quarters since.
Keener Financial Planning's Amgen position peaked at $328K in Q3 2024.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.