LPL Financial’s Amgen AMGN Stock Holding History

LPL Financial’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
2025 Q1	–	Sell	-900	Closed	-$235K	–	5350
2024 Q4	$235K	Buy	+900	New	+$267K	﹤0.01%	4714

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

LPL Financial's AMGN Position: Q1 2026 in Review

LPL Financial reduced its Amgen (AMGN) stake by 1.6% in Q1 2026, selling an estimated $6.84M and leaving 1,163,976 shares worth $410M. The position accounts for 0.11% of the portfolio, ranked #191.

LPL Financial first reported a position in AMGN in Q2 2013 and has held it in 52 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

LPL Financial held 1,163,976 shares of Amgen worth $410M as of Q1 2026.
LPL Financial sold 19,176 Amgen shares in Q1 2026, an estimated $6.84M.
Amgen made up 0.11% of LPL Financial's portfolio in Q1 2026, its #191 holding.
LPL Financial first reported a position in Amgen in Q2 2013 and has held it in 52 quarters since.
3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.