KW Wealth Management’s Amgen AMGN Stock Holding History

KW 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	–	Sell	-1,549	Closed	-$507K	–	6
2025 Q4	$507K	Hold	1,549	–	–	0.77%	37
2025 Q3	$437K	Buy	+1,549	New	+$449K	0.75%	37

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

KW Wealth Management sold out of Amgen (AMGN) in Q1 2026, closing a stake of 1,549 shares — an estimated $507K sold.

KW Wealth Management first reported a position in AMGN in Q3 2025 and held it in 2 quarters. The position peaked at $507K in Q4 2025. 3,142 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

KW Wealth Management reported no remaining Amgen position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 1,549 Amgen shares in Q1 2026, an estimated $507K.
KW Wealth Management first reported a position in Amgen in Q3 2025 and held it in 2 quarters.
KW Wealth Management's Amgen position peaked at $507K in Q4 2025.
3,142 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.