NewEdge Wealth’s Amgen AMGN Stock Holding History

NewEdge 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	$51.6M	Buy	146,737 +4,299	+3%	+$1.53M	0.62%	42
2025 Q4	$46.6M	Buy	142,438 +7,521	+6%	+$2.39M	0.53%	45
2025 Q3	$43.2M	Buy	134,917 +4,018	+3%	+$1.17M	0.62%	40
2025 Q2	$37.3M	Buy	130,899 +15,081	+13%	+$4.27M	0.58%	41
2025 Q1	$36.1M	Buy	115,818 +33,622	+41%	+$9.93M	0.65%	38
2024 Q4	$21.4M	Buy	82,196 +9,113	+12%	+$2.7M	0.37%	71
2024 Q3	$23.5M	Buy	73,083 +4,640	+7%	+$1.52M	0.42%	67
2024 Q2	$21.4M	Buy	68,443 +280	+0.4%	+$82.3K	0.46%	58
2024 Q1	$19M	Buy	68,163 +7,076	+12%	+$2.07M	0.43%	65
2023 Q4	$17.6M	Buy	61,087 +6,908	+13%	+$1.88M	0.45%	64
2023 Q3	$14.6M	Buy	54,179 +7,712	+17%	+$1.92M	0.46%	62
2023 Q2	$10.3M	Buy	46,467 +2,610	+6%	+$606K	0.34%	85
2023 Q1	$10.6M	Buy	43,857 +4,183	+11%	+$1.03M	0.4%	73
2022 Q4	$10.4M	Buy	39,674 +2,323	+6%	+$623K	0.45%	61
2022 Q3	$8.42M	Buy	37,351 +563	+2%	+$136K	0.4%	72
2022 Q2	$8.95M	Buy	36,788 +6,069	+20%	+$1.49M	0.41%	69
2022 Q1	$7.43M	Buy	30,719 +17,960	+141%	+$4.13M	0.33%	81
2021 Q4	$2.87M	Sell	12,759 -15,073	-54%	-$3.18M	0.12%	138
2021 Q3	$5.92M	Buy	27,832 +980	+4%	+$226K	0.35%	79
2021 Q2	$6.54M	Buy	26,852 +2,474	+10%	+$609K	0.5%	64
2021 Q1	$6.07M	Buy	24,378 +17,111	+235%	+$4.08M	0.6%	54
2020 Q4	$1.67M	Buy	+7,267	New	+$1.68M	0.51%	58

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

NewEdge Wealth's AMGN Position: Q1 2026 in Review

NewEdge Wealth increased its Amgen (AMGN) stake by 3% in Q1 2026, buying an estimated $1.53M and bringing the position to 146,737 shares worth $51.6M. The position accounts for 0.62% of the portfolio, ranked #42.

NewEdge Wealth first reported a position in AMGN in Q4 2020 and has held it in 22 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

NewEdge Wealth held 146,737 shares of Amgen worth $51.6M as of Q1 2026.
NewEdge Wealth bought 4,299 Amgen shares in Q1 2026, an estimated $1.53M.
Amgen made up 0.62% of NewEdge Wealth's portfolio in Q1 2026, its #42 holding.
NewEdge Wealth first reported a position in Amgen in Q4 2020 and has held it in 22 quarters since.
3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.