Kestra Investment Management’s Amgen AMGN Stock Holding History

Kestra 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	$1.57M	Sell	4,452 -2,407	-35%	-$858K	0.03%	159
2025 Q4	$2.25M	Sell	6,859 -545	-7%	-$173K	0.05%	127
2025 Q3	$2.09M	Sell	7,404 -5,980	-45%	-$1.73M	0.06%	122
2025 Q2	$3.95M	Buy	13,384 +6,901	+106%	+$1.96M	0.06%	106
2025 Q1	$2.02M	Buy	6,483 +2,905	+81%	+$858K	0.06%	97
2024 Q4	$933K	Buy	3,578 +147	+4%	+$43.6K	0.04%	145
2024 Q3	$1.11M	Buy	+3,431	New	+$1.12M	0.05%	111

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

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

Kestra Investment Management reduced its Amgen (AMGN) stake by 35% in Q1 2026, selling an estimated $858K and leaving 4,452 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #159.

Kestra Investment Management first reported a position in AMGN in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.95M in Q2 2025. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Kestra Investment Management held 4,452 shares of Amgen worth $1.57M as of Q1 2026.
Kestra Investment Management sold 2,407 Amgen shares in Q1 2026, an estimated $858K.
Amgen made up 0.03% of Kestra Investment Management's portfolio in Q1 2026, its #159 holding.
Kestra Investment Management first reported a position in Amgen in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's Amgen position peaked at $3.95M in Q2 2025.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.