Phillips Wealth Planners’s Amgen AMGN Stock Holding History

Phillips Wealth Planners’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	$965K	Sell	2,927 -190	-6%	-$67.7K	0.73%	37
2025 Q4	$1.07M	Sell	3,117 -298	-9%	-$94.5K	0.86%	33
2025 Q3	$1M	Buy	3,415 +94	+3%	+$27.3K	0.83%	32
2025 Q2	$986K	Buy	3,321 +262	+9%	+$74.2K	0.89%	29
2025 Q1	$875K	Buy	3,059 +287	+10%	+$84.8K	0.92%	30
2024 Q4	$727K	Sell	2,772 -328	-11%	-$97.3K	0.73%	34
2024 Q3	$997K	Sell	3,100 -147	-5%	-$48.1K	0.96%	25
2024 Q2	$1.04M	Buy	3,247 +358	+12%	+$105K	1.1%	20
2024 Q1	$767K	Sell	2,889 -266	-8%	-$77.8K	0.88%	27
2023 Q4	$961K	Sell	3,155 -319	-9%	-$86.9K	1.16%	21
2023 Q3	$975K	Buy	3,474 +1,228	+55%	+$306K	1.32%	17
2023 Q2	$499K	Buy	2,246 +272	+14%	+$63.1K	0.65%	52
2023 Q1	$472K	Buy	+1,974	New	+$485K	0.62%	52

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

Phillips Wealth Planners's AMGN Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Amgen (AMGN) stake by 6.1% in Q1 2026, selling an estimated $67.7K and leaving 2,927 shares worth $965K. The position accounts for 0.73% of the portfolio, ranked #37.

Phillips Wealth Planners first reported a position in AMGN in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.07M in Q4 2025. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Phillips Wealth Planners held 2,927 shares of Amgen worth $965K as of Q1 2026.
Phillips Wealth Planners sold 190 Amgen shares in Q1 2026, an estimated $67.7K.
Amgen made up 0.73% of Phillips Wealth Planners's portfolio in Q1 2026, its #37 holding.
Phillips Wealth Planners first reported a position in Amgen in Q1 2023 and has held it in 13 quarters since.
Phillips Wealth Planners's Amgen position peaked at $1.07M in Q4 2025.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

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