Lloyd Advisory Services’s Amgen AMGN Stock Holding History

Lloyd Advisory Services’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	$331K	Buy	939 +383	+69%	+$137K	0.09%	105
2025 Q4	$182K	Sell	556 -254	-31%	-$80.6K	0.07%	128
2025 Q3	$229K	Sell	810 -32	-4%	-$9.28K	0.11%	85
2025 Q2	$235K	Buy	842 +153	+22%	+$43.3K	0.11%	87
2025 Q1	$215K	Buy	+689	New	+$203K	0.11%	94
2024 Q3	–	Sell	-701	Closed	-$219K	–	98
2024 Q2	$219K	Buy	+701	New	+$206K	0.1%	84
2024 Q1	–	Sell	-826	Closed	-$238K	–	129
2023 Q4	$238K	Sell	826 -4,131	-83%	-$1.13M	0.11%	113
2023 Q3	$1.33M	Buy	+4,957	New	+$1.24M	0.44%	44
2022 Q3	–	Sell	-820	Closed	-$200K	–	44
2022 Q2	$200K	Buy	820 +4	+0.5%	+$980	0.16%	65
2022 Q1	$197K	Buy	816 +260	+47%	+$59.7K	0.09%	92
2021 Q4	$125K	Buy	556 +141	+34%	+$29.8K	0.06%	123
2021 Q3	$88K	Buy	415 +218	+111%	+$50.2K	0.05%	129
2021 Q2	$48K	Buy	197 +2	+1%	+$492	0.02%	156
2021 Q1	$49K	Sell	195 -172	-47%	-$41K	0.03%	137
2020 Q4	$84K	Sell	367 -15	-4%	-$3.46K	0.05%	90
2020 Q3	$97K	Sell	382 -43	-10%	-$10.7K	0.06%	77
2020 Q2	$100K	Sell	425 -16	-4%	-$3.65K	0.06%	81
2020 Q1	$89K	Sell	441 -155	-26%	-$33.9K	0.07%	77
2019 Q4	$144K	Buy	+596	New	+$131K	0.13%	80

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

Lloyd Advisory Services's AMGN Position: Q1 2026 in Review

Lloyd Advisory Services increased its Amgen (AMGN) stake by 69% in Q1 2026, buying an estimated $137K and bringing the position to 939 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #105.

Lloyd Advisory Services first reported a position in AMGN in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.33M in Q3 2023. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Lloyd Advisory Services held 939 shares of Amgen worth $331K as of Q1 2026.
Lloyd Advisory Services bought 383 Amgen shares in Q1 2026, an estimated $137K.
Amgen made up 0.09% of Lloyd Advisory Services's portfolio in Q1 2026, its #105 holding.
Lloyd Advisory Services first reported a position in Amgen in Q4 2019 and has held it in 19 quarters since.
Lloyd Advisory Services's Amgen position peaked at $1.33M in Q3 2023.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.