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Novare Capital Management’s Amgen AMGN Stock Holding History

Novare Capital Management’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 		$554K Buy
1,576
+277
+21% +$98.7K 0.04% 132
2025
Q4 		$425K Hold
1,299
– – 0.03% 148
2025
Q3 		$367K Buy
1,299
+320
+33% +$92.8K 0.03% 154
2025
Q2 		$273K Buy
979
+300
+44% +$85K 0.02% 174
2025
Q1 		$211K Buy
+679
New +$201K 0.02% 185
2024
Q4 		– Sell
-879
Closed -$283K – 187
2024
Q3 		$283K Hold
879
– – 0.02% 161
2024
Q2 		$275K Hold
879
– – 0.02% 155
2024
Q1 		$250K Buy
+879
New +$257K 0.02% 165
2021
Q4 		– Sell
-1,353
Closed -$288K – 162
2021
Q3 		$288K Buy
+1,353
New +$311K 0.03% 130

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

Novare Capital Management's AMGN Position: Q1 2026 in Review

Novare Capital Management increased its Amgen (AMGN) stake by 21% in Q1 2026, buying an estimated $98.7K and bringing the position to 1,576 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #132.

Novare Capital Management first reported a position in AMGN in Q3 2021 and has held it in 9 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Novare Capital Management held 1,576 shares of Amgen worth $554K as of Q1 2026.
  • Novare Capital Management bought 277 Amgen shares in Q1 2026, an estimated $98.7K.
  • Amgen made up 0.04% of Novare Capital Management's portfolio in Q1 2026, its #132 holding.
  • Novare Capital Management first reported a position in Amgen in Q3 2021 and has held it in 9 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.