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Perfromance Wealth Partners’s Amgen AMGN Stock Holding History

Perfromance Wealth Partners’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 		$1.06M Buy
3,003
+4
+0.1% +$1.43K 0.03% 83
2025
Q4 		$982K Sell
2,999
-33
-1% -$10.5K 0.03% 79
2025
Q3 		$856K Sell
3,032
-115
-4% -$33.4K 0.02% 86
2025
Q2 		$879K Sell
3,147
-39
-1% -$11K 0.03% 76
2025
Q1 		$993K Sell
3,186
-1,635
-34% -$483K 0.04% 63
2024
Q4 		$1.26M Sell
4,821
-1,615
-25% -$479K 0.04% 59
2024
Q3 		$2.07M Buy
6,436
+4,301
+201% +$1.41M 0.07% 46
2024
Q2 		$667K Sell
2,135
-27,604
-93% -$8.11M 0.02% 71
2024
Q1 		$8.46M Sell
29,739
-154
-0.5% -$45.1K 0.35% 21
2023
Q4 		$8.61M Sell
29,893
-399
-1% -$109K 0.38% 22
2023
Q3 		$8.14M Buy
30,292
+1,068
+4% +$267K 0.4% 24
2023
Q2 		$6.6M Buy
29,224
+253
+0.9% +$58.7K 0.3% 28
2023
Q1 		$7M Buy
28,971
+1,939
+7% +$476K 0.36% 26
2022
Q4 		$7.1M Buy
27,032
+57
+0.2% +$15.3K 0.43% 26
2022
Q3 		$6.08M Sell
26,975
-504
-2% -$122K 0.35% 28
2022
Q2 		$6.69M Sell
27,479
-990
-3% -$243K 0.38% 29
2022
Q1 		$6.88M Sell
28,469
-2,814
-9% -$647K 0.3% 31
2021
Q4 		$7.04M Buy
+31,283
New +$6.6M 0.28% 36

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

Perfromance Wealth Partners's AMGN Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Amgen (AMGN) stake by 0.13% in Q1 2026, buying an estimated $1.43K and bringing the position to 3,003 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #83.

Perfromance Wealth Partners first reported a position in AMGN in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.61M in Q4 2023. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Perfromance Wealth Partners held 3,003 shares of Amgen worth $1.06M as of Q1 2026.
  • Perfromance Wealth Partners bought 4 Amgen shares in Q1 2026, an estimated $1.43K.
  • Amgen made up 0.03% of Perfromance Wealth Partners's portfolio in Q1 2026, its #83 holding.
  • Perfromance Wealth Partners first reported a position in Amgen in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Amgen position peaked at $8.61M in Q4 2023.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.