Novak & Powell Financial Services’s Amgen AMGN Stock Holding History

Novak & Powell Financial Services’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	$998K	Sell	2,836 -3	-0.1%	-$1.07K	0.54%	46
2025 Q4	$929K	Buy	2,839 +9	+0.3%	+$2.85K	0.48%	46
2025 Q3	$798K	Buy	2,830 +87	+3%	+$25.2K	0.42%	51
2025 Q2	$766K	Sell	2,743 -65	-2%	-$18.4K	0.53%	41
2025 Q1	$875K	Sell	2,808 -1	-0%	-$295	0.54%	45
2024 Q4	$732K	Buy	2,809 +10	+0.4%	+$2.97K	0.44%	54
2024 Q3	$902K	Sell	2,799 -69	-2%	-$22.6K	0.52%	47
2024 Q2	$896K	Buy	2,868 +9	+0.3%	+$2.64K	0.56%	47
2024 Q1	$813K	Buy	2,859 +72	+3%	+$21.1K	0.61%	43
2023 Q4	$803K	Buy	+2,787	New	+$759K	0.54%	49

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

Novak & Powell Financial Services's AMGN Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its Amgen (AMGN) stake by 0.11% in Q1 2026, selling an estimated $1.07K and leaving 2,836 shares worth $998K. The position accounts for 0.54% of the portfolio, ranked #46.

Novak & Powell Financial Services first reported a position in AMGN in Q4 2023 and has held it in 10 quarters since. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Novak & Powell Financial Services held 2,836 shares of Amgen worth $998K as of Q1 2026.
Novak & Powell Financial Services sold 3 Amgen shares in Q1 2026, an estimated $1.07K.
Amgen made up 0.54% of Novak & Powell Financial Services's portfolio in Q1 2026, its #46 holding.
Novak & Powell Financial Services first reported a position in Amgen in Q4 2023 and has held it in 10 quarters since.
3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.