Mark Sheptoff Financial Planning’s Amgen AMGN Stock Holding History

Mark Sheptoff Financial Planning’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	$16.5K	Hold	50	–	–	0.01%	292
2025 Q4	$16.4K	Hold	50	–	–	0.01%	294
2025 Q3	$14.1K	Hold	50	–	–	0.01%	312
2025 Q2	$14K	Hold	50	–	–	0.01%	307
2025 Q1	$15.6K	Hold	50	–	–	0.01%	269
2024 Q4	$13K	Hold	50	–	–	0.01%	297
2024 Q3	$16.1K	Hold	50	–	–	0.01%	263
2024 Q2	$15.6K	Hold	50	–	–	0.01%	276
2024 Q1	$14.2K	Hold	50	–	–	0.01%	267
2023 Q4	$14.4K	Hold	50	–	–	0.01%	255
2023 Q3	$13.4K	Hold	50	–	–	0.01%	247
2023 Q2	$11.1K	Hold	50	–	–	0.01%	270
2023 Q1	$12.1K	Hold	50	–	–	0.01%	253
2022 Q4	$13.1K	Hold	50	–	–	0.01%	246
2022 Q3	$11K	Hold	50	–	–	0.01%	243
2022 Q2	$12K	Hold	50	–	–	0.01%	245
2022 Q1	$12K	Hold	50	–	–	0.01%	283
2021 Q4	$11K	Hold	50	–	–	0.01%	307
2021 Q3	$11K	Hold	50	–	–	0.01%	290
2021 Q2	$12K	Hold	50	–	–	0.01%	310
2021 Q1	$12K	Hold	50	–	–	0.01%	276
2020 Q4	$11K	Hold	50	–	–	0.01%	263
2020 Q3	$13K	Hold	50	–	–	0.01%	213
2020 Q2	$12K	Hold	50	–	–	0.01%	240
2020 Q1	$10K	Sell	50 -89	-64%	-$19.4K	0.01%	229
2019 Q4	$34K	Hold	139	–	–	0.02%	175
2019 Q3	$27K	Sell	139 -100	-42%	-$19.2K	0.02%	187
2019 Q2	$44K	Hold	239	–	–	0.03%	166
2019 Q1	$45K	Hold	239	–	–	0.03%	157
2018 Q4	$47K	Hold	239	–	–	0.04%	137
2018 Q3	$50K	Hold	239	–	–	0.03%	162
2018 Q2	$44K	Buy	239 +50	+26%	+$8.84K	0.03%	166
2018 Q1	$32K	Hold	189	–	–	0.02%	197
2017 Q4	$33K	Sell	189 -2	-1%	-$354	0.02%	202
2017 Q3	$36K	Buy	191 +1	+0.5%	+$177	0.02%	196
2017 Q2	$33K	Hold	190	–	–	0.02%	199
2017 Q1	$31K	Buy	190 +101	+113%	+$16.8K	0.02%	203
2016 Q4	$13K	Sell	89 -400	-82%	-$60.2K	0.01%	252
2016 Q3	$82K	Buy	489 +400	+449%	+$67.6K	0.06%	136
2016 Q2	$14K	Sell	89 -51	-36%	-$7.93K	0.01%	231
2016 Q1	$21K	Sell	140 -500	-78%	-$74.3K	0.02%	200
2015 Q4	$104K	Hold	640	–	–	0.08%	132
2015 Q3	$89K	Buy	640 +51	+9%	+$8.04K	0.08%	138
2015 Q2	$90K	Hold	589	–	–	0.07%	146
2015 Q1	$94K	Hold	589	–	–	0.08%	141
2014 Q4	$94K	Hold	589	–	–	0.08%	133
2014 Q3	$83K	Hold	589	–	–	0.07%	150
2014 Q2	$70K	Hold	589	–	–	0.06%	159
2014 Q1	$73K	Buy	+589	New	+$71.4K	0.06%	154

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

Mark Sheptoff Financial Planning's AMGN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Amgen (AMGN) position steady in Q1 2026 at 50 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #292.

Mark Sheptoff Financial Planning first reported a position in AMGN in Q1 2014 and has held it in 49 quarters since. The position peaked at $104K in Q4 2015. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Mark Sheptoff Financial Planning held 50 shares of Amgen worth $16.5K as of Q1 2026.
Mark Sheptoff Financial Planning left its Amgen share count unchanged in Q1 2026.
Amgen made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #292 holding.
Mark Sheptoff Financial Planning first reported a position in Amgen in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Amgen position peaked at $104K in Q4 2015.
3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.