Lakewood Asset Management’s Amgen AMGN Stock Holding History

Lakewood Asset 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	$268K	Buy	761 +2	+0.3%	+$713	0.17%	94
2025 Q4	$248K	Buy	759 +2	+0.3%	+$634	0.15%	90
2025 Q3	$214K	Buy	757 +1	+0.1%	+$290	0.13%	95
2025 Q2	$211K	Buy	756 +2	+0.3%	+$567	0.14%	92
2025 Q1	$235K	Sell	754 -1,723	-70%	-$509K	0.16%	89
2024 Q4	$646K	Buy	2,477 +2	+0.1%	+$593	0.44%	63
2024 Q3	$798K	Buy	2,475 +2	+0.1%	+$654	0.54%	51
2024 Q2	$773K	Buy	2,473 +2	+0.1%	+$588	0.54%	54
2024 Q1	$703K	Buy	2,471 +2	+0.1%	+$585	0.48%	57
2023 Q4	$711K	Sell	2,469 -96	-4%	-$26.2K	0.55%	49
2023 Q3	$689K	Hold	2,565	–	–	0.56%	51
2023 Q2	$570K	Buy	2,565 +2	+0.1%	+$464	0.45%	61
2023 Q1	$620K	Buy	2,563 +3	+0.1%	+$736	0.51%	56
2022 Q4	$672K	Buy	+2,560	New	+$686K	0.54%	51

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

Lakewood Asset Management's AMGN Position: Q1 2026 in Review

Lakewood Asset Management increased its Amgen (AMGN) stake by 0.26% in Q1 2026, buying an estimated $713 and bringing the position to 761 shares worth $268K. The position accounts for 0.17% of the portfolio, ranked #94.

Lakewood Asset Management first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. The position peaked at $798K in Q3 2024. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Lakewood Asset Management held 761 shares of Amgen worth $268K as of Q1 2026.
Lakewood Asset Management bought 2 Amgen shares in Q1 2026, an estimated $713.
Amgen made up 0.17% of Lakewood Asset Management's portfolio in Q1 2026, its #94 holding.
Lakewood Asset Management first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
Lakewood Asset Management's Amgen position peaked at $798K in Q3 2024.
3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.