OneAscent Family Office’s Amgen AMGN Stock Holding History

OneAscent Family Office’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	$223K	Buy	635 +10	+2%	+$3.56K	0.16%	161
2025 Q4	$205K	Buy	+625	New	+$198K	0.14%	173

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

OneAscent Family Office's AMGN Position: Q1 2026 in Review

OneAscent Family Office increased its Amgen (AMGN) stake by 1.6% in Q1 2026, buying an estimated $3.56K and bringing the position to 635 shares worth $223K. The position accounts for 0.16% of the portfolio, ranked #161.

OneAscent Family Office first reported a position in AMGN in Q4 2025 and has held it in 2 quarters since. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

OneAscent Family Office held 635 shares of Amgen worth $223K as of Q1 2026.
OneAscent Family Office bought 10 Amgen shares in Q1 2026, an estimated $3.56K.
Amgen made up 0.16% of OneAscent Family Office's portfolio in Q1 2026, its #161 holding.
OneAscent Family Office first reported a position in Amgen in Q4 2025 and has held it in 2 quarters since.
3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.