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Peloton Wealth Strategists’s Amgen AMGN Stock Holding History

Peloton Wealth Strategists’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 		$4M Sell
11,360
-125
-1% -$44.6K 1.62% 21
2025
Q4 		$3.76M Sell
11,485
-40
-0.3% -$12.7K 1.46% 23
2025
Q3 		$3.25M Buy
11,525
+47
+0.4% +$13.6K 1.28% 25
2025
Q2 		$3.21M Hold
11,478
– – 1.29% 31
2025
Q1 		$3.58M Buy
11,478
+200
+2% +$59.1K 1.49% 24
2024
Q4 		$2.94M Sell
11,278
-2,025
-15% -$601K 1.19% 30
2024
Q3 		$4.29M Sell
13,303
-5,840
-31% -$1.91M 1.7% 20
2024
Q2 		$5.98M Sell
19,143
-280
-1% -$82.3K 2.46% 13
2024
Q1 		$5.52M Sell
19,423
-550
-3% -$161K 2.24% 15
2023
Q4 		$5.75M Sell
19,973
-780
-4% -$213K 2.49% 12
2023
Q3 		$5.58M Sell
20,753
-448
-2% -$112K 2.57% 10
2023
Q2 		$4.71M Sell
21,201
-718
-3% -$167K 2.08% 16
2023
Q1 		$5.3M Sell
21,919
-148
-0.7% -$36.3K 2.42% 13
2022
Q4 		$5.8M Sell
22,067
-170
-0.8% -$45.6K 2.79% 7
2022
Q3 		$5.01M Buy
22,237
+29
+0.1% +$7.03K 2.61% 7
2022
Q2 		$5.4M Sell
22,208
-547
-2% -$134K 2.63% 10
2022
Q1 		$5.5M Buy
22,755
+952
+4% +$219K 2.3% 12
2021
Q4 		$4.91M Buy
21,803
+490
+2% +$103K 1.97% 18
2021
Q3 		$4.53M Buy
21,313
+2,040
+11% +$470K 1.86% 20
2021
Q2 		$4.7M Buy
19,273
+3,465
+22% +$852K 1.94% 19
2021
Q1 		$3.93M Buy
15,808
+6,070
+62% +$1.45M 1.85% 23
2020
Q4 		$2.24M Buy
9,738
+3,595
+59% +$829K 1.11% 39
2020
Q3 		$1.56M Buy
6,143
+5,163
+527% +$1.28M 0.87% 44
2020
Q2 		$231K Buy
+980
New +$224K 0.15% 72

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

Peloton Wealth Strategists's AMGN Position: Q1 2026 in Review

Peloton Wealth Strategists reduced its Amgen (AMGN) stake by 1.1% in Q1 2026, selling an estimated $44.6K and leaving 11,360 shares worth $4M. The position accounts for 1.62% of the portfolio, ranked #21.

Peloton Wealth Strategists first reported a position in AMGN in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.98M in Q2 2024. 3,127 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Peloton Wealth Strategists held 11,360 shares of Amgen worth $4M as of Q1 2026.
  • Peloton Wealth Strategists sold 125 Amgen shares in Q1 2026, an estimated $44.6K.
  • Amgen made up 1.62% of Peloton Wealth Strategists's portfolio in Q1 2026, its #21 holding.
  • Peloton Wealth Strategists first reported a position in Amgen in Q2 2020 and has held it in 24 quarters since.
  • Peloton Wealth Strategists's Amgen position peaked at $5.98M in Q2 2024.
  • 3,127 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.