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Oxford Financial Group’s Amgen AMGN Stock Holding History

Oxford Financial 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 		$619K Sell
1,760
-61
-3% -$21.7K 0.03% 140
2025
Q4 		$596K Sell
1,821
-123
-6% -$39K 0.03% 133
2025
Q3 		$549K Buy
1,944
+197
+11% +$57.1K 0.03% 135
2025
Q2 		$488K Sell
1,747
-27
-2% -$7.65K 0.03% 133
2025
Q1 		$553K Sell
1,774
-488
-22% -$144K 0.04% 123
2024
Q4 		$590K Sell
2,262
-81
-3% -$24K 0.04% 123
2024
Q3 		$755K Sell
2,343
-53
-2% -$17.3K 0.05% 103
2024
Q2 		$749K Sell
2,396
-556
-19% -$163K 0.05% 110
2024
Q1 		$839K Sell
2,952
-2
-0.1% -$585 0.06% 91
2023
Q4 		$851K Buy
2,954
+56
+2% +$15.3K 0.06% 95
2023
Q3 		$779K Sell
2,898
-359
-11% -$89.6K 0.07% 94
2023
Q2 		$723K Buy
3,257
+949
+41% +$220K 0.07% 99
2023
Q1 		$558K Sell
2,308
-94
-4% -$23.1K 0.06% 99
2022
Q4 		$631K Buy
2,402
+370
+18% +$99.2K 0.07% 93
2022
Q3 		$458K Sell
2,032
-26
-1% -$6.3K 0.07% 108
2022
Q2 		$501K Buy
2,058
+26
+1% +$6.37K 0.07% 106
2022
Q1 		$491K Sell
2,032
-349
-15% -$80.2K 0.06% 116
2021
Q4 		$536K Sell
2,381
-3
-0.1% -$633 0.06% 114
2021
Q3 		$507K Sell
2,384
-2,537
-52% -$584K 0.06% 110
2021
Q2 		$1.2M Sell
4,921
-250
-5% -$61.5K 0.16% 63
2021
Q1 		$1.29M Hold
5,171
– – 0.18% 51
2020
Q4 		$1.19M Hold
5,171
– – 0.17% 50
2020
Q3 		$1.31M Hold
5,171
– – 0.21% 42
2020
Q2 		$1.22M Sell
5,171
-59
-1% -$13.5K 0.21% 47
2020
Q1 		$1.06M Buy
+5,230
New +$1.14M 0.21% 49

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

Oxford Financial Group's AMGN Position: Q1 2026 in Review

Oxford Financial Group reduced its Amgen (AMGN) stake by 3.3% in Q1 2026, selling an estimated $21.7K and leaving 1,760 shares worth $619K. The position accounts for 0.03% of the portfolio, ranked #140.

Oxford Financial Group first reported a position in AMGN in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.31M in Q3 2020. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Oxford Financial Group held 1,760 shares of Amgen worth $619K as of Q1 2026.
  • Oxford Financial Group sold 61 Amgen shares in Q1 2026, an estimated $21.7K.
  • Amgen made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #140 holding.
  • Oxford Financial Group first reported a position in Amgen in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Amgen position peaked at $1.31M in Q3 2020.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.