Lido Advisors
AMGN icon

Lido Advisors’s Amgen AMGN Stock Holding History

Lido Advisors’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 		$1.44M Sell
4,100
-1,700
-29% -$606K ﹤0.01% 810
2025
Q4 		$1.9M Hold
5,800
– – 0.01% 737
2025
Q3 		$1.64M Hold
5,800
– – 0.01% 754
2025
Q2 		$1.62M Buy
5,800
+1,100
+23% +$312K 0.01% 658
2025
Q1 		$1.46M Hold
4,700
– – 0.01% 631
2024
Q4 		$1.23M Buy
+4,700
New +$1.39M 0.01% 685
2023
Q1 		– Sell
-800
Closed -$210K – 1149
2022
Q4 		$210K Buy
+800
New +$214K ﹤0.01% 892

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

Lido Advisors's AMGN Position: Q1 2026 in Review

Lido Advisors increased its Amgen (AMGN) stake by 1.9% in Q1 2026, buying an estimated $508K and bringing the position to 78,365 shares worth $27.6M. The position accounts for 0.08% of the portfolio, ranked #157.

Lido Advisors first reported a position in AMGN in Q1 2016 and has held it in 40 quarters since. 3,127 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Lido Advisors held 78,365 shares of Amgen worth $27.6M as of Q1 2026.
  • Lido Advisors bought 1,425 Amgen shares in Q1 2026, an estimated $508K.
  • Amgen made up 0.08% of Lido Advisors's portfolio in Q1 2026, its #157 holding.
  • Lido Advisors first reported a position in Amgen in Q1 2016 and has held it in 40 quarters since.
  • 3,127 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.