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Moneta Group Investment Advisors’s Amgen AMGN Stock Holding History

Moneta Group Investment 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 		$5.14M Sell
14,602
-614
-4% -$219K 0.04% 165
2025
Q4 		$4.98M Buy
15,216
+1,549
+11% +$491K 0.04% 165
2025
Q3 		$3.86M Buy
13,667
+2,247
+20% +$652K 0.03% 184
2025
Q2 		$3.19M Sell
11,420
-283
-2% -$80.2K 0.04% 175
2025
Q1 		$3.65M Sell
11,703
-125
-1% -$36.9K 0.05% 154
2024
Q4 		$3.08M Sell
11,828
-1,265
-10% -$375K 0.04% 165
2024
Q3 		$4.22M Buy
13,093
+723
+6% +$237K 0.06% 137
2024
Q2 		$3.87M Buy
12,370
+1,006
+9% +$296K 0.06% 139
2024
Q1 		$3.23M Buy
11,364
+897
+9% +$262K 0.05% 150
2023
Q4 		$3.01M Buy
10,467
+446
+4% +$122K 0.06% 142
2023
Q3 		$2.69M Buy
10,021
+1,187
+13% +$296K 0.06% 144
2023
Q2 		$1.96M Buy
8,834
+381
+5% +$88.4K 0.04% 168
2023
Q1 		$2.04M Sell
8,453
-143
-2% -$35.1K 0.05% 158
2022
Q4 		$2.17M Sell
8,596
-384
-4% -$103K 0.06% 139
2022
Q3 		$2.02M Sell
8,980
-239
-3% -$57.9K 0.08% 134
2022
Q2 		$2.24M Buy
9,219
+1,866
+25% +$457K 0.08% 135
2022
Q1 		$1.78M Sell
7,353
-1,079
-13% -$248K 0.07% 145
2021
Q4 		$1.9M Buy
8,432
+1,129
+15% +$238K 0.08% 138
2021
Q3 		$1.55M Sell
7,303
-127
-2% -$29.2K 0.07% 146
2021
Q2 		$1.81M Sell
7,430
-271
-4% -$66.7K 0.08% 141
2021
Q1 		$1.92M Buy
7,701
+4,374
+131% +$1.04M 0.1% 123
2020
Q4 		$765K Buy
3,327
+730
+28% +$168K 0.06% 162
2020
Q3 		$660K Sell
2,597
-248
-9% -$61.4K 0.06% 150
2020
Q2 		$671K Buy
2,845
+556
+24% +$127K 0.06% 133
2020
Q1 		$464K Sell
2,289
-806
-26% -$176K 0.05% 155
2019
Q4 		$746K Sell
3,095
-73
-2% -$16.1K 0.06% 140
2019
Q3 		$613K Buy
3,168
+297
+10% +$57K 0.06% 150
2019
Q2 		$529K Sell
2,871
-45
-2% -$8.06K 0.05% 154
2019
Q1 		$554K Sell
2,916
-623
-18% -$119K 0.06% 134
2018
Q4 		$689K Sell
3,539
-140
-4% -$27.3K 0.08% 118
2018
Q3 		$763K Sell
3,679
-4,454
-55% -$878K 0.08% 116
2018
Q2 		$1.5M Buy
8,133
+7,553
+1,302% +$1.34M 0.17% 78
2018
Q1 		$99K Buy
580
+496
+590% +$91K 0.01% 249
2017
Q4 		$15K Buy
+84
New +$14.9K ﹤0.01% 325
2014
Q2 		– Sell
-2,675
Closed -$330K – 133
2014
Q1 		$330K Sell
2,675
-375
-12% -$45.5K 0.19% 87
2013
Q4 		$348K Sell
3,050
-1,200
-28% -$137K 0.21% 81
2013
Q3 		$476K Buy
4,250
+1,375
+48% +$149K 0.31% 61
2013
Q2 		$284K Buy
+2,875
New +$298K 0.2% 89

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

Moneta Group Investment Advisors's AMGN Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Amgen (AMGN) stake by 4% in Q1 2026, selling an estimated $219K and leaving 14,602 shares worth $5.14M. The position accounts for 0.04% of the portfolio, ranked #165.

Moneta Group Investment Advisors first reported a position in AMGN in Q2 2013 and has held it in 38 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Moneta Group Investment Advisors held 14,602 shares of Amgen worth $5.14M as of Q1 2026.
  • Moneta Group Investment Advisors sold 614 Amgen shares in Q1 2026, an estimated $219K.
  • Amgen made up 0.04% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #165 holding.
  • Moneta Group Investment Advisors first reported a position in Amgen in Q2 2013 and has held it in 38 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.