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Medallion Wealth Advisors’s Amgen AMGN Stock Holding History

Medallion Wealth Advisors’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 		$440K Buy
1,250
+151
+14% +$53.8K 0.14% 143
2025
Q4 		$360K Sell
1,099
-73
-6% -$23.2K 0.12% 162
2025
Q3 		$331K Buy
1,172
+1
+0.1% +$290 0.12% 169
2025
Q2 		$336K Buy
1,171
+56
+5% +$15.9K 0.13% 162
2025
Q1 		$344K Buy
1,115
+35
+3% +$10.3K 0.16% 142
2024
Q4 		$302K Buy
+1,080
New +$320K 0.15% 146

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

Medallion Wealth Advisors's AMGN Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Amgen (AMGN) stake by 14% in Q1 2026, buying an estimated $53.8K and bringing the position to 1,250 shares worth $440K. The position accounts for 0.14% of the portfolio, ranked #143.

Medallion Wealth Advisors first reported a position in AMGN in Q4 2024 and has held it in 6 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Medallion Wealth Advisors held 1,250 shares of Amgen worth $440K as of Q1 2026.
  • Medallion Wealth Advisors bought 151 Amgen shares in Q1 2026, an estimated $53.8K.
  • Amgen made up 0.14% of Medallion Wealth Advisors's portfolio in Q1 2026, its #143 holding.
  • Medallion Wealth Advisors first reported a position in Amgen in Q4 2024 and has held it in 6 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.