MWM
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Modern Wealth Management’s Amgen AMGN Stock Holding History

Modern 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 		$2.02M Buy
5,723
+192
+3% +$68.4K 0.03% 305
2025
Q4 		$1.81M Buy
5,531
+795
+17% +$252K 0.03% 310
2025
Q3 		$1.34M Sell
4,736
-215
-4% -$62.4K 0.03% 335
2025
Q2 		$1.38M Buy
4,951
+1,534
+45% +$435K 0.03% 315
2025
Q1 		$1.06M Buy
3,417
+990
+41% +$292K 0.03% 295
2024
Q4 		$633K Buy
2,427
+717
+42% +$213K 0.02% 324
2024
Q3 		$551K Buy
1,710
+128
+8% +$41.9K 0.03% 241
2024
Q2 		$494K Buy
+1,582
New +$465K 0.04% 226

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

Modern Wealth Management's AMGN Position: Q1 2026 in Review

Modern Wealth Management increased its Amgen (AMGN) stake by 3.5% in Q1 2026, buying an estimated $68.4K and bringing the position to 5,723 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #305.

Modern Wealth Management first reported a position in AMGN in Q2 2024 and has held it in 8 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Modern Wealth Management held 5,723 shares of Amgen worth $2.02M as of Q1 2026.
  • Modern Wealth Management bought 192 Amgen shares in Q1 2026, an estimated $68.4K.
  • Amgen made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #305 holding.
  • Modern Wealth Management first reported a position in Amgen in Q2 2024 and has held it in 8 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.