MFG
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Mosaic Financial Group’s Amgen AMGN Stock Holding History

Mosaic Financial Group’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 		$275K Buy
781
+7
+0.9% +$2.5K 0.2% 103
2025
Q4 		$253K Buy
+774
New +$246K 0.17% 108
2024
Q4 		– Sell
-761
Closed -$245K – 126
2024
Q3 		$245K Buy
761
+3
+0.4% +$981 0.17% 106
2024
Q2 		$237K Buy
758
+2
+0.3% +$588 0.17% 107
2024
Q1 		$215K Buy
+756
New +$221K 0.17% 116

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 Financial Group's AMGN Position: Q1 2026 in Review

Mosaic Financial Group increased its Amgen (AMGN) stake by 0.9% in Q1 2026, buying an estimated $2.5K and bringing the position to 781 shares worth $275K. The position accounts for 0.2% of the portfolio, ranked #103.

Mosaic Financial Group first reported a position in AMGN in Q1 2024 and has held it in 5 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Mosaic Financial Group held 781 shares of Amgen worth $275K as of Q1 2026.
  • Mosaic Financial Group bought 7 Amgen shares in Q1 2026, an estimated $2.5K.
  • Amgen made up 0.2% of Mosaic Financial Group's portfolio in Q1 2026, its #103 holding.
  • Mosaic Financial Group first reported a position in Amgen in Q1 2024 and has held it in 5 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.