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Lifeworks Advisors’s Amgen AMGN Stock Holding History

Lifeworks 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 		$835K Sell
2,372
-39
-2% -$13.9K 0.11% 140
2025
Q4 		$789K Sell
2,411
-299
-11% -$94.8K 0.1% 161
2025
Q3 		$765K Sell
2,710
-260
-9% -$75.4K 0.1% 163
2025
Q2 		$829K Sell
2,970
-3,562
-55% -$1.01M 0.12% 144
2025
Q1 		$2.04M Sell
6,532
-16,173
-71% -$4.78M 0.34% 78
2024
Q4 		$5.92M Buy
22,705
+3,974
+21% +$1.18M 1.07% 23
2024
Q3 		$6.04M Sell
18,731
-168
-0.9% -$55K 1.19% 22
2024
Q2 		$5.91M Buy
18,899
+1,747
+10% +$513K 1.64% 14
2024
Q1 		$4.88M Buy
17,152
+2,134
+14% +$624K 1.36% 19
2023
Q4 		$4.33M Sell
15,018
-544
-3% -$148K 1.49% 17
2023
Q3 		$4.18M Buy
15,562
+1,279
+9% +$319K 1.63% 14
2023
Q2 		$3.17M Buy
14,283
+2,720
+24% +$631K 1.35% 21
2023
Q1 		$2.8M Sell
11,563
-542
-4% -$133K 1.32% 23
2022
Q4 		$3.18M Buy
12,105
+387
+3% +$104K 1.79% 17
2022
Q3 		$3.17M Buy
11,718
+212
+2% +$51.4K 1.8% 16
2022
Q2 		$2.8M Buy
11,506
+846
+8% +$207K 1.77% 16
2022
Q1 		$2.58M Buy
10,660
+5,126
+93% +$1.18M 1.7% 15
2021
Q4 		$1.25M Buy
+5,534
New +$1.17M 0.99% 34

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

Lifeworks Advisors's AMGN Position: Q1 2026 in Review

Lifeworks Advisors reduced its Amgen (AMGN) stake by 1.6% in Q1 2026, selling an estimated $13.9K and leaving 2,372 shares worth $835K. The position accounts for 0.11% of the portfolio, ranked #140.

Lifeworks Advisors first reported a position in AMGN in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.04M in Q3 2024. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Lifeworks Advisors held 2,372 shares of Amgen worth $835K as of Q1 2026.
  • Lifeworks Advisors sold 39 Amgen shares in Q1 2026, an estimated $13.9K.
  • Amgen made up 0.11% of Lifeworks Advisors's portfolio in Q1 2026, its #140 holding.
  • Lifeworks Advisors first reported a position in Amgen in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's Amgen position peaked at $6.04M in Q3 2024.
  • 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.