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Optima Capital’s Amgen AMGN Stock Holding History

Optima Capital’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
-67
Closed -$22.1K – 203
2025
Q4 		$22.1K Buy
+67
New +$21.3K 0.01% 410

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

Optima Capital's AMGN Position: Q1 2026 in Review

Optima Capital sold out of Amgen (AMGN) in Q1 2026, closing a stake of 67 shares — an estimated $22.1K sold.

Optima Capital first reported a position in AMGN in Q4 2025 and held it in 1 quarter. The position peaked at $22.1K in Q4 2025. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Optima Capital reported no remaining Amgen position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 67 Amgen shares in Q1 2026, an estimated $22.1K.
  • Optima Capital first reported a position in Amgen in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Amgen position peaked at $22.1K in Q4 2025.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.