Optimist Retirement Group’s Amgen AMGN Stock Holding History

Optimist Retirement Group’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	$252K	Hold	717	–	–	0.11%	97
2025 Q4	$235K	Hold	717	–	–	0.11%	96
2025 Q3	$202K	Hold	717	–	–	0.09%	117
2025 Q2	$200K	Hold	717	–	–	0.1%	117
2025 Q1	$223K	Buy	+717	New	+$212K	0.11%	106
2024 Q4	–	Sell	-717	Closed	-$231K	–	120
2024 Q3	$231K	Sell	717 -112	-14%	-$36.6K	0.1%	111
2024 Q2	$259K	Sell	829 -259	-24%	-$76.1K	0.14%	63
2024 Q1	$309K	Hold	1,088	–	–	0.16%	61
2023 Q4	$313K	Buy	+1,088	New	+$296K	0.2%	55

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

Optimist Retirement Group's AMGN Position: Q1 2026 in Review

Optimist Retirement Group held its Amgen (AMGN) position steady in Q1 2026 at 717 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #97.

Optimist Retirement Group first reported a position in AMGN in Q4 2023 and has held it in 9 quarters since. The position peaked at $313K in Q4 2023. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Optimist Retirement Group held 717 shares of Amgen worth $252K as of Q1 2026.
Optimist Retirement Group left its Amgen share count unchanged in Q1 2026.
Amgen made up 0.11% of Optimist Retirement Group's portfolio in Q1 2026, its #97 holding.
Optimist Retirement Group first reported a position in Amgen in Q4 2023 and has held it in 9 quarters since.
Optimist Retirement Group's Amgen position peaked at $313K in Q4 2023.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.