McDaniel Terry & Co’s Amgen AMGN Stock Holding History

McDaniel Terry & Co’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	$277K	Buy	787 +111	+16%	+$39.6K	0.02%	75
2025 Q4	$221K	Sell	676 -348	-34%	-$110K	0.02%	74
2025 Q3	$289K	Hold	1,024	–	–	0.02%	85
2025 Q2	$286K	Sell	1,024 -8	-0.8%	-$2.27K	0.02%	82
2025 Q1	$322K	Buy	1,032 +2	+0.2%	+$591	0.03%	82
2024 Q4	$268K	Sell	1,030 -12	-1%	-$3.56K	0.02%	88
2024 Q3	$336K	Buy	1,042 +1	+0.1%	+$327	0.03%	80
2024 Q2	$325K	Sell	1,041 -75	-7%	-$22K	0.03%	79
2024 Q1	$317K	Buy	1,116 +186	+20%	+$54.4K	0.03%	86
2023 Q4	$268K	Buy	+930	New	+$253K	0.03%	77
2020 Q1	–	Sell	-842	Closed	-$203K	–	73
2019 Q4	$203K	Buy	+842	New	+$186K	0.03%	78

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

McDaniel Terry & Co's AMGN Position: Q1 2026 in Review

McDaniel Terry & Co increased its Amgen (AMGN) stake by 16% in Q1 2026, buying an estimated $39.6K and bringing the position to 787 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #75.

McDaniel Terry & Co first reported a position in AMGN in Q4 2019 and has held it in 11 quarters since. The position peaked at $336K in Q3 2024. 3,127 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

McDaniel Terry & Co held 787 shares of Amgen worth $277K as of Q1 2026.
McDaniel Terry & Co bought 111 Amgen shares in Q1 2026, an estimated $39.6K.
Amgen made up 0.02% of McDaniel Terry & Co's portfolio in Q1 2026, its #75 holding.
McDaniel Terry & Co first reported a position in Amgen in Q4 2019 and has held it in 11 quarters since.
McDaniel Terry & Co's Amgen position peaked at $336K in Q3 2024.
3,127 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.