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Lake Street Private Wealth’s Amgen AMGN Stock Holding History

Lake Street Private Wealth’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 		$360K Sell
1,023
-2
-0.2% -$713 0.05% 196
2025
Q4 		$335K Buy
1,025
+2
+0.2% +$634 0.04% 209
2025
Q3 		$289K Sell
1,023
-32
-3% -$9.28K 0.04% 222
2025
Q2 		$295K Sell
1,055
-12
-1% -$3.4K 0.04% 207
2025
Q1 		$332K Buy
1,067
+11
+1% +$3.25K 0.05% 188
2024
Q4 		$275K Sell
1,056
-805
-43% -$239K 0.04% 200
2024
Q3 		$600K Buy
1,861
+171
+10% +$55.9K 0.1% 147
2024
Q2 		$528K Sell
1,690
-483
-22% -$142K 0.07% 219
2024
Q1 		$618K Buy
2,173
+507
+30% +$148K 0.09% 202
2023
Q4 		$480K Sell
1,666
-16
-1% -$4.36K 0.08% 218
2023
Q3 		$456K Buy
1,682
+16
+1% +$3.99K 0.08% 195
2023
Q2 		$370K Sell
1,666
-380
-19% -$88.2K 0.07% 207
2023
Q1 		$495K Sell
2,046
-166
-8% -$40.7K 0.09% 181
2022
Q4 		$581K Buy
2,212
+11
+0.5% +$2.95K 0.12% 167
2022
Q3 		$496K Buy
2,201
+19
+0.9% +$4.61K 0.11% 164
2022
Q2 		$531K Buy
2,182
+18
+0.8% +$4.41K 0.11% 160
2022
Q1 		$523K Buy
2,164
+55
+3% +$12.6K 0.09% 182
2021
Q4 		$474K Sell
2,109
-1
-0% -$211 0.08% 203
2021
Q3 		$449K Sell
2,110
-20
-0.9% -$4.6K 0.11% 155
2021
Q2 		$526K Sell
2,130
-2
-0.1% -$492 0.13% 139
2021
Q1 		$530K Buy
2,132
+132
+7% +$31.5K 0.15% 135
2020
Q4 		$460K Buy
2,000
+3
+0.2% +$692 0.13% 132
2020
Q3 		$508K Sell
1,997
-10
-0.5% -$2.48K 0.17% 111
2020
Q2 		$473K Buy
2,007
+644
+47% +$147K 0.18% 105
2020
Q1 		$276K Sell
1,363
-7,785
-85% -$1.7M 0.13% 123
2019
Q4 		$2.21M Buy
9,148
+1,002
+12% +$221K 0.84% 40
2019
Q3 		$1.58M Sell
8,146
-223
-3% -$42.8K 0.72% 53
2019
Q2 		$1.54M Buy
8,369
+809
+11% +$145K 0.91% 42
2019
Q1 		$1.44M Buy
+7,560
New +$1.44M 0.99% 41

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

Lake Street Private Wealth's AMGN Position: Q1 2026 in Review

Lake Street Private Wealth reduced its Amgen (AMGN) stake by 0.2% in Q1 2026, selling an estimated $713 and leaving 1,023 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #196.

Lake Street Private Wealth first reported a position in AMGN in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.21M in Q4 2019. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Lake Street Private Wealth held 1,023 shares of Amgen worth $360K as of Q1 2026.
  • Lake Street Private Wealth sold 2 Amgen shares in Q1 2026, an estimated $713.
  • Amgen made up 0.05% of Lake Street Private Wealth's portfolio in Q1 2026, its #196 holding.
  • Lake Street Private Wealth first reported a position in Amgen in Q1 2019 and has held it in 29 quarters since.
  • Lake Street Private Wealth's Amgen position peaked at $2.21M in Q4 2019.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.