Legacy Capital Wealth Partners’s Amgen AMGN Stock Holding History

Legacy Capital Wealth Partners’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	$521K	Sell	1,482 -64	-4%	-$22.8K	0.11%	199
2025 Q4	$506K	Sell	1,546 -71	-4%	-$22.5K	0.11%	200
2025 Q3	$456K	Sell	1,617 -19	-1%	-$5.51K	0.1%	220
2025 Q2	$457K	Sell	1,636 -1,160	-41%	-$329K	0.1%	216
2025 Q1	$871K	Sell	2,796 -246	-8%	-$72.6K	0.21%	97
2024 Q4	$793K	Sell	3,042 -533	-15%	-$158K	0.2%	101
2024 Q3	$1.15M	Sell	3,575 -25	-0.7%	-$8.18K	0.23%	91
2024 Q2	$1.12M	Sell	3,600 -6,978	-66%	-$2.05M	0.29%	66
2024 Q1	$2.58M	Buy	10,578 +7,499	+244%	+$2.19M	1.83%	17
2023 Q4	$887K	Sell	3,079 -34	-1%	-$9.26K	0.25%	90
2023 Q3	$837K	Buy	+3,113	New	+$777K	0.23%	90
2023 Q2	–	Sell	-2,829	Closed	-$684K	–	50
2023 Q1	$684K	Buy	+2,829	New	+$694K	0.19%	108

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

Legacy Capital Wealth Partners's AMGN Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Amgen (AMGN) stake by 4.1% in Q1 2026, selling an estimated $22.8K and leaving 1,482 shares worth $521K. The position accounts for 0.11% of the portfolio, ranked #199.

Legacy Capital Wealth Partners first reported a position in AMGN in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.58M in Q1 2024. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Legacy Capital Wealth Partners held 1,482 shares of Amgen worth $521K as of Q1 2026.
Legacy Capital Wealth Partners sold 64 Amgen shares in Q1 2026, an estimated $22.8K.
Amgen made up 0.11% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #199 holding.
Legacy Capital Wealth Partners first reported a position in Amgen in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Amgen position peaked at $2.58M in Q1 2024.
3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.