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Marks Group Wealth Management’s Amgen AMGN Stock Holding History

Marks Group Wealth 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 		$2.29M Sell
6,508
-133
-2% -$47.4K 0.22% 123
2025
Q4 		$2.17M Buy
6,641
+642
+11% +$204K 0.21% 121
2025
Q3 		$1.69M Buy
5,999
+155
+3% +$45K 0.16% 134
2025
Q2 		$1.63M Sell
5,844
-292
-5% -$82.7K 0.15% 136
2025
Q1 		$1.91M Buy
6,136
+197
+3% +$58.2K 0.18% 124
2024
Q4 		$1.55M Sell
5,939
-331
-5% -$98.2K 0.15% 138
2024
Q3 		$2.02M Sell
6,270
-36
-0.6% -$11.8K 0.19% 124
2024
Q2 		$1.97M Sell
6,306
-1,242
-16% -$365K 0.21% 118
2024
Q1 		$2.15M Sell
7,548
-733
-9% -$214K 0.22% 118
2023
Q4 		$2.39M Sell
8,281
-981
-11% -$267K 0.27% 103
2023
Q3 		$2.49M Sell
9,262
-687
-7% -$171K 0.31% 101
2023
Q2 		$2.21M Buy
9,949
+96
+1% +$22.3K 0.26% 117
2023
Q1 		$2.38M Buy
9,853
+1,452
+17% +$356K 0.3% 107
2022
Q4 		$2.21M Buy
8,401
+665
+9% +$178K 0.3% 105
2022
Q3 		$1.74M Buy
7,736
+845
+12% +$205K 0.27% 111
2022
Q2 		$1.68M Buy
6,891
+1,125
+20% +$276K 0.24% 121
2022
Q1 		$1.39M Buy
5,766
+1,675
+41% +$385K 0.18% 129
2021
Q4 		$920K Buy
4,091
+978
+31% +$206K 0.11% 183
2021
Q3 		$667K Sell
3,113
-324
-9% -$74.6K 0.09% 184
2021
Q2 		$840K Buy
3,437
+133
+4% +$32.7K 0.12% 150
2021
Q1 		$813K Buy
3,304
+191
+6% +$45.6K 0.12% 147
2020
Q4 		$716K Buy
3,113
+91
+3% +$21K 0.11% 153
2020
Q3 		$768K Buy
3,022
+24
+0.8% +$5.95K 0.14% 145
2020
Q2 		$712K Buy
2,998
+481
+19% +$110K 0.14% 138
2020
Q1 		$509K Sell
2,517
-470
-16% -$103K 0.13% 147
2019
Q4 		$720K Buy
+2,987
New +$658K 0.14% 151

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

Marks Group Wealth Management's AMGN Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Amgen (AMGN) stake by 2% in Q1 2026, selling an estimated $47.4K and leaving 6,508 shares worth $2.29M. The position accounts for 0.22% of the portfolio, ranked #123.

Marks Group Wealth Management first reported a position in AMGN in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.49M in Q3 2023. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Marks Group Wealth Management held 6,508 shares of Amgen worth $2.29M as of Q1 2026.
  • Marks Group Wealth Management sold 133 Amgen shares in Q1 2026, an estimated $47.4K.
  • Amgen made up 0.22% of Marks Group Wealth Management's portfolio in Q1 2026, its #123 holding.
  • Marks Group Wealth Management first reported a position in Amgen in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Amgen position peaked at $2.49M in Q3 2023.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.