OF
AMGN icon

Optimize Financial’s Amgen AMGN Stock Holding History

Optimize Financial’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 		$422K Sell
1,199
-312
-21% -$111K 0.21% 180
2025
Q4 		$495K Buy
1,511
+20
+1% +$6.34K 0.25% 131
2025
Q3 		$421K Buy
+1,491
New +$432K 0.22% 188

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

Optimize Financial's AMGN Position: Q1 2026 in Review

Optimize Financial reduced its Amgen (AMGN) stake by 21% in Q1 2026, selling an estimated $111K and leaving 1,199 shares worth $422K. The position accounts for 0.21% of the portfolio, ranked #180.

Optimize Financial first reported a position in AMGN in Q3 2025 and has held it in 3 quarters since. The position peaked at $495K in Q4 2025. 3,142 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Optimize Financial held 1,199 shares of Amgen worth $422K as of Q1 2026.
  • Optimize Financial sold 312 Amgen shares in Q1 2026, an estimated $111K.
  • Amgen made up 0.21% of Optimize Financial's portfolio in Q1 2026, its #180 holding.
  • Optimize Financial first reported a position in Amgen in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Amgen position peaked at $495K in Q4 2025.
  • 3,142 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.