Modus Advisors’s Amgen AMGN Stock Holding History

Modus 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	–	Sell	-240	Closed	-$78.6K	–	128
2025 Q4	$78.6K	Buy	+240	New	+$76.1K	0.02%	158
2025 Q1	–	Sell	-445	Closed	-$116K	–	117
2024 Q4	$116K	Sell	445 -6,929	-94%	-$2.06M	0.04%	120
2024 Q3	$2.38M	Buy	7,374 +259	+4%	+$84.7K	0.78%	43
2024 Q2	$2.22M	Buy	7,115 +455	+7%	+$134K	0.79%	43
2024 Q1	$1.89M	Buy	+6,660	New	+$1.95M	0.7%	46
2021 Q3	–	Sell	-75	Closed	-$18K	–	108
2021 Q2	$18K	Buy	+75	New	+$18.4K	0.01%	197
2020 Q3	–	Sell	-75	Closed	-$18K	–	89
2020 Q2	$18K	Buy	+75	New	+$17.1K	0.01%	158

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

Modus Advisors's AMGN Position: Q1 2026 in Review

Modus Advisors sold out of Amgen (AMGN) in Q1 2026, closing a stake of 240 shares — an estimated $78.6K sold.

Modus Advisors first reported a position in AMGN in Q2 2020 and held it in 7 quarters. The position peaked at $2.38M in Q3 2024. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Modus Advisors reported no remaining Amgen position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 240 Amgen shares in Q1 2026, an estimated $78.6K.
Modus Advisors first reported a position in Amgen in Q2 2020 and held it in 7 quarters.
Modus Advisors's Amgen position peaked at $2.38M in Q3 2024.
3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.