LOPW
AMGN icon

Live Oak Private Wealth’s Amgen AMGN Stock Holding History

Live Oak 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 		$1.27M Sell
3,612
-23
-0.6% -$8.2K 0.18% 92
2025
Q4 		$1.19M Sell
3,635
-100
-3% -$31.7K 0.16% 93
2025
Q3 		$1.05M Sell
3,735
-10
-0.3% -$2.9K 0.15% 97
2025
Q2 		$1.05M Hold
3,745
– – 0.16% 98
2025
Q1 		$1.17M Hold
3,745
– – 0.19% 87
2024
Q4 		$976K Sell
3,745
-56
-1% -$16.6K 0.16% 95
2024
Q3 		$1.22M Sell
3,801
-200
-5% -$65.4K 0.2% 82
2024
Q2 		$1.25M Buy
4,001
+11
+0.3% +$3.23K 0.22% 83
2024
Q1 		$1.13M Sell
3,990
-8
-0.2% -$2.34K 0.2% 83
2023
Q4 		$1.15M Buy
3,998
+278
+7% +$75.7K 0.22% 82
2023
Q3 		$1,000K Sell
3,720
-57
-2% -$14.2K 0.21% 81
2023
Q2 		$839K Sell
3,777
-3
-0.1% -$696 0.17% 90
2023
Q1 		$914K Buy
3,780
+159
+4% +$39K 0.19% 87
2022
Q4 		$951K Sell
3,621
-12
-0.3% -$3.22K 0.2% 88
2022
Q3 		$819K Hold
3,633
– – 0.18% 88
2022
Q2 		$884K Buy
3,633
+1,998
+122% +$490K 0.19% 94
2022
Q1 		$395K Sell
1,635
-223
-12% -$51.2K 0.08% 129
2021
Q4 		$418K Sell
1,858
-11
-0.6% -$2.32K 0.08% 133
2021
Q3 		$397K Sell
1,869
-23
-1% -$5.29K 0.08% 135
2021
Q2 		$461K Buy
1,892
+60
+3% +$14.8K 0.1% 117
2021
Q1 		$456K Sell
1,832
-87
-5% -$20.8K 0.11% 112
2020
Q4 		$441K Buy
1,919
+38
+2% +$8.76K 0.12% 105
2020
Q3 		$478K Sell
1,881
-6
-0.3% -$1.49K 0.16% 88
2020
Q2 		$445K Sell
1,887
-66
-3% -$15.1K 0.16% 89
2020
Q1 		$396K Buy
1,953
+9
+0.5% +$1.97K 0.41% 45
2019
Q4 		$469K Buy
+1,944
New +$429K 0.46% 40

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

Live Oak Private Wealth's AMGN Position: Q1 2026 in Review

Live Oak Private Wealth reduced its Amgen (AMGN) stake by 0.63% in Q1 2026, selling an estimated $8.2K and leaving 3,612 shares worth $1.27M. The position accounts for 0.18% of the portfolio, ranked #92.

Live Oak Private Wealth first reported a position in AMGN in Q4 2019 and has held it in 26 quarters since. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Live Oak Private Wealth held 3,612 shares of Amgen worth $1.27M as of Q1 2026.
  • Live Oak Private Wealth sold 23 Amgen shares in Q1 2026, an estimated $8.2K.
  • Amgen made up 0.18% of Live Oak Private Wealth's portfolio in Q1 2026, its #92 holding.
  • Live Oak Private Wealth first reported a position in Amgen in Q4 2019 and has held it in 26 quarters since.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.