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Mosaic Family Wealth Partners’s Amgen AMGN Stock Holding History

Mosaic Family Wealth Partners’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 		$613K Buy
1,741
+300
+21% +$107K 0.06% 158
2025
Q4 		$472K Sell
1,441
-3
-0.2% -$952 0.05% 160
2025
Q3 		$396K Buy
1,444
+3
+0.2% +$870 0.05% 159
2025
Q2 		$402K Sell
1,441
-18
-1% -$5.1K 0.05% 150
2025
Q1 		$455K Sell
1,459
-387
-21% -$114K 0.06% 139
2024
Q4 		$481K Buy
1,846
+406
+28% +$120K 0.07% 129
2024
Q3 		$464K Buy
1,440
+29
+2% +$9.49K 0.07% 129
2024
Q2 		$441K Buy
1,411
+30
+2% +$8.81K 0.07% 125
2024
Q1 		$393K Sell
1,381
-15
-1% -$4.39K 0.06% 137
2023
Q4 		$402K Buy
1,396
+15
+1% +$4.09K 0.07% 127
2023
Q3 		$371K Hold
1,381
– – 0.07% 123
2023
Q2 		$307K Hold
1,381
– – 0.06% 139
2023
Q1 		$334K Hold
1,381
– – 0.07% 129
2022
Q4 		$363K Buy
+1,381
New +$370K 0.1% 123

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

Mosaic Family Wealth Partners's AMGN Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Amgen (AMGN) stake by 21% in Q1 2026, buying an estimated $107K and bringing the position to 1,741 shares worth $613K. The position accounts for 0.06% of the portfolio, ranked #158.

Mosaic Family Wealth Partners first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Mosaic Family Wealth Partners held 1,741 shares of Amgen worth $613K as of Q1 2026.
  • Mosaic Family Wealth Partners bought 300 Amgen shares in Q1 2026, an estimated $107K.
  • Amgen made up 0.06% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #158 holding.
  • Mosaic Family Wealth Partners first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.