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McKinley Carter Wealth Services’s Amgen AMGN Stock Holding History

McKinley Carter Wealth Services’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 		$264K Sell
751
-560
-43% -$200K 0.02% 269
2025
Q4 		$429K Buy
1,311
+84
+7% +$26.6K 0.02% 234
2025
Q3 		$346K Sell
1,227
-45
-4% -$13.1K 0.02% 259
2025
Q2 		$355K Sell
1,272
-79
-6% -$22.4K 0.02% 248
2025
Q1 		$421K Sell
1,351
-172
-11% -$50.8K 0.03% 223
2024
Q4 		$397K Buy
1,523
+5
+0.3% +$1.48K 0.02% 224
2024
Q3 		$489K Buy
1,518
+4
+0.3% +$1.31K 0.03% 211
2024
Q2 		$473K Buy
1,514
+1
+0.1% +$294 0.03% 213
2024
Q1 		$430K Sell
1,513
-20
-1% -$5.85K 0.03% 221
2023
Q4 		$442K Sell
1,533
-77
-5% -$21K 0.03% 213
2023
Q3 		$433K Buy
1,610
+45
+3% +$11.2K 0.03% 214
2023
Q2 		$347K Buy
1,565
+5
+0.3% +$1.16K 0.03% 241
2023
Q1 		$377K Buy
1,560
+71
+5% +$17.4K 0.03% 232
2022
Q4 		$391K Sell
1,489
-265
-15% -$71K 0.03% 227
2022
Q3 		$395K Buy
1,754
+53
+3% +$12.8K 0.04% 211
2022
Q2 		$414K Buy
1,701
+5
+0.3% +$1.23K 0.04% 212
2022
Q1 		$410K Buy
1,696
+131
+8% +$30.1K 0.03% 216
2021
Q4 		$352K Sell
1,565
-36
-2% -$7.6K 0.03% 227
2021
Q3 		$341K Buy
1,601
+6
+0.4% +$1.38K 0.03% 226
2021
Q2 		$389K Sell
1,595
-181
-10% -$44.5K 0.03% 218
2021
Q1 		$441K Buy
1,776
+15
+0.9% +$3.58K 0.04% 200
2020
Q4 		$405K Sell
1,761
-954
-35% -$220K 0.05% 181
2020
Q3 		$690K Buy
2,715
+4
+0.1% +$991 0.16% 87
2020
Q2 		$639K Sell
2,711
-53
-2% -$12.1K 0.16% 85
2020
Q1 		$560K Buy
2,764
+523
+23% +$114K 0.17% 84
2019
Q4 		$540K Buy
2,241
+186
+9% +$41K 0.13% 107
2019
Q3 		$398K Sell
2,055
-146
-7% -$28K 0.1% 122
2019
Q2 		$406K Buy
2,201
+155
+8% +$27.8K 0.11% 115
2019
Q1 		$389K Sell
2,046
-55
-3% -$10.5K 0.11% 113
2018
Q4 		$409K Buy
2,101
+48
+2% +$9.36K 0.14% 108
2018
Q3 		$426K Sell
2,053
-260
-11% -$51.2K 0.13% 107
2018
Q2 		$427K Sell
2,313
-195
-8% -$34.5K 0.14% 105
2018
Q1 		$428K Sell
2,508
-13
-0.5% -$2.39K 0.14% 103
2017
Q4 		$438K Sell
2,521
-174
-6% -$30.8K 0.15% 99
2017
Q3 		$503K Sell
2,695
-14
-0.5% -$2.48K 0.19% 87
2017
Q2 		$467K Sell
2,709
-99
-4% -$16.1K 0.21% 77
2017
Q1 		$461K Sell
2,808
-1,203
-30% -$200K 0.21% 77
2016
Q4 		$586K Sell
4,011
-12,079
-75% -$1.82M 0.3% 70
2016
Q3 		$2.68M Sell
16,090
-45
-0.3% -$7.61K 1.38% 14
2016
Q2 		$2.46M Buy
16,135
+1,160
+8% +$180K 1.28% 24
2016
Q1 		$2.25M Buy
14,975
+425
+3% +$63.1K 1.24% 23
2015
Q4 		$2.36M Buy
14,550
+361
+3% +$56.7K 1.35% 20
2015
Q3 		$1.96M Buy
14,189
+1,694
+14% +$267K 1.22% 26
2015
Q2 		$1.92M Buy
12,495
+721
+6% +$115K 1.04% 28
2015
Q1 		$1.88M Buy
11,774
+707
+6% +$111K 1.21% 25
2014
Q4 		$1.76M Buy
11,067
+893
+9% +$139K 1.38% 22
2014
Q3 		$1.43M Buy
+10,174
New +$1.33M 1.36% 22
2013
Q4 		– Sell
-1,866
Closed -$209K – 120
2013
Q3 		$209K Buy
+1,866
New +$202K 0.25% 83

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

McKinley Carter Wealth Services's AMGN Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Amgen (AMGN) stake by 43% in Q1 2026, selling an estimated $200K and leaving 751 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #269.

McKinley Carter Wealth Services first reported a position in AMGN in Q3 2013 and has held it in 48 quarters since. The position peaked at $2.68M in Q3 2016. 3,127 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • McKinley Carter Wealth Services held 751 shares of Amgen worth $264K as of Q1 2026.
  • McKinley Carter Wealth Services sold 560 Amgen shares in Q1 2026, an estimated $200K.
  • Amgen made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #269 holding.
  • McKinley Carter Wealth Services first reported a position in Amgen in Q3 2013 and has held it in 48 quarters since.
  • McKinley Carter Wealth Services's Amgen position peaked at $2.68M in Q3 2016.
  • 3,127 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.