Lummis Asset Management’s Amgen AMGN Stock Holding History

Lummis Asset Management’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	$1.19M	Buy	3,433 +100	+3%	+$35.6K	0.71%	36
2025 Q4	$1.09M	Hold	3,333	–	–	0.67%	35
2025 Q3	$941K	Hold	3,333	–	–	0.62%	38
2025 Q2	$961K	Hold	3,333	–	–	0.63%	36
2025 Q1	$970K	Buy	+3,333	New	+$984K	0.67%	35
2024 Q1	–	Sell	-3,333	Closed	-$960K	–	157
2023 Q4	$960K	Buy	+3,333	New	+$908K	0.73%	35

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

Lummis Asset Management's AMGN Position: Q1 2026 in Review

Lummis Asset Management increased its Amgen (AMGN) stake by 3% in Q1 2026, buying an estimated $35.6K and bringing the position to 3,433 shares worth $1.19M. The position accounts for 0.71% of the portfolio, ranked #36.

Lummis Asset Management first reported a position in AMGN in Q4 2023 and has held it in 6 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Lummis Asset Management held 3,433 shares of Amgen worth $1.19M as of Q1 2026.
Lummis Asset Management bought 100 Amgen shares in Q1 2026, an estimated $35.6K.
Amgen made up 0.71% of Lummis Asset Management's portfolio in Q1 2026, its #36 holding.
Lummis Asset Management first reported a position in Amgen in Q4 2023 and has held it in 6 quarters since.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.