Northern Financial Advisors’s Amgen AMGN Stock Holding History

Northern Financial 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	$1.24M	Buy	3,524 +1,563	+80%	+$557K	0.9%	33
2025 Q4	$642K	Sell	1,961 -1,457	-43%	-$462K	0.73%	42
2025 Q3	$965K	Sell	3,418 -57	-2%	-$16.5K	0.51%	54
2025 Q2	$970K	Sell	3,475 -345	-9%	-$97.7K	0.73%	45
2025 Q1	$1.19M	Buy	3,820 +483	+14%	+$143K	0.98%	37
2024 Q4	$870K	Sell	3,337 -1,737	-34%	-$515K	0.69%	47
2024 Q3	$1.63M	Sell	5,074 -13	-0.3%	-$4.25K	1.24%	25
2024 Q2	$1.59M	Sell	5,087 -130	-2%	-$38.2K	1.27%	25
2024 Q1	$1.48M	Sell	5,217 -41	-0.8%	-$12K	1.16%	25
2023 Q4	$1.51M	Buy	5,258 +1,136	+28%	+$310K	1.27%	20
2023 Q3	$1.11M	Buy	4,122 +1,468	+55%	+$366K	1.01%	24
2023 Q2	$589K	Buy	2,654 +526	+25%	+$122K	0.52%	62
2023 Q1	$514K	Buy	+2,128	New	+$522K	0.48%	66

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

Northern Financial Advisors's AMGN Position: Q1 2026 in Review

Northern Financial Advisors increased its Amgen (AMGN) stake by 80% in Q1 2026, buying an estimated $557K and bringing the position to 3,524 shares worth $1.24M. The position accounts for 0.9% of the portfolio, ranked #33.

Northern Financial Advisors first reported a position in AMGN in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.63M in Q3 2024. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Northern Financial Advisors held 3,524 shares of Amgen worth $1.24M as of Q1 2026.
Northern Financial Advisors bought 1,563 Amgen shares in Q1 2026, an estimated $557K.
Amgen made up 0.9% of Northern Financial Advisors's portfolio in Q1 2026, its #33 holding.
Northern Financial Advisors first reported a position in Amgen in Q1 2023 and has held it in 13 quarters since.
Northern Financial Advisors's Amgen position peaked at $1.63M in Q3 2024.
3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.