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Old North State Wealth Management’s Amgen AMGN Stock Holding History

Old North State Wealth 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 		– Sell
-808
Closed -$266K – 116
2025
Q4 		$266K Buy
808
+24
+3% +$7.61K 0.13% 105
2025
Q3 		$222K Buy
+784
New +$227K 0.1% 118

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Old North State Wealth Management's AMGN Position: Q1 2026 in Review

Old North State Wealth Management sold out of Amgen (AMGN) in Q1 2026, closing a stake of 808 shares — an estimated $266K sold.

Old North State Wealth Management first reported a position in AMGN in Q3 2025 and held it in 2 quarters. The position peaked at $266K in Q4 2025. 3,142 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Old North State Wealth Management reported no remaining Amgen position as of Q1 2026 after selling out during the quarter.
  • Old North State Wealth Management sold 808 Amgen shares in Q1 2026, an estimated $266K.
  • Old North State Wealth Management first reported a position in Amgen in Q3 2025 and held it in 2 quarters.
  • Old North State Wealth Management's Amgen position peaked at $266K in Q4 2025.
  • 3,142 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Old North State Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.