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Naviter Wealth’s Amgen AMGN Stock Holding History

Naviter Wealth’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 		$2.24M Buy
6,370
+379
+6% +$135K 0.28% 86
2025
Q4 		$1.96M Sell
5,991
-1,182
-16% -$375K 0.26% 93
2025
Q3 		$2.02M Sell
7,173
-85
-1% -$24.7K 0.24% 112
2025
Q2 		$2.03M Buy
7,258
+230
+3% +$65.2K 0.25% 111
2025
Q1 		$2.16M Sell
7,028
-76
-1% -$22.4K 0.26% 106
2024
Q4 		$1.85M Buy
7,104
+1,791
+34% +$531K 0.22% 122
2024
Q3 		$1.71M Sell
5,313
-152
-3% -$49.7K 0.24% 121
2024
Q2 		$1.71M Buy
5,465
+515
+10% +$151K 0.25% 115
2024
Q1 		$1.41M Buy
4,950
+1,271
+35% +$372K 0.23% 122
2023
Q4 		$1.06M Buy
3,679
+659
+22% +$180K 0.21% 125
2023
Q3 		$812K Buy
3,020
+283
+10% +$70.6K 0.2% 127
2023
Q2 		$608K Buy
2,737
+251
+10% +$58.2K 0.15% 162
2023
Q1 		$601K Sell
2,486
-174
-7% -$42.7K 0.21% 136
2022
Q4 		$691K Buy
2,660
+260
+11% +$69.7K 0.19% 123
2022
Q3 		$541K Buy
2,400
+231
+11% +$56K 0.22% 115
2022
Q2 		$528K Buy
+2,169
New +$532K 0.22% 115

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

Naviter Wealth's AMGN Position: Q1 2026 in Review

Naviter Wealth increased its Amgen (AMGN) stake by 6.3% in Q1 2026, buying an estimated $135K and bringing the position to 6,370 shares worth $2.24M. The position accounts for 0.28% of the portfolio, ranked #86.

Naviter Wealth first reported a position in AMGN in Q2 2022 and has held it in 16 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Naviter Wealth held 6,370 shares of Amgen worth $2.24M as of Q1 2026.
  • Naviter Wealth bought 379 Amgen shares in Q1 2026, an estimated $135K.
  • Amgen made up 0.28% of Naviter Wealth's portfolio in Q1 2026, its #86 holding.
  • Naviter Wealth first reported a position in Amgen in Q2 2022 and has held it in 16 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.