RFP
AMGN icon

Root Financial Partners’s Amgen AMGN Stock Holding History

Root Financial 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 		$525K Buy
1,491
+58
+4% +$20.7K 0.02% 154
2025
Q4 		$469K Buy
1,433
+228
+19% +$72.3K 0.02% 174
2025
Q3 		$340K Buy
1,205
+107
+10% +$31K 0.02% 196
2025
Q2 		$307K Buy
1,098
+201
+22% +$56.9K 0.03% 178
2025
Q1 		$280K Buy
897
+128
+17% +$37.8K 0.03% 165
2024
Q4 		$200K Buy
769
+118
+18% +$35K 0.02% 207
2024
Q3 		$210K Buy
+651
New +$213K 0.03% 147

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

Root Financial Partners's AMGN Position: Q1 2026 in Review

Root Financial Partners increased its Amgen (AMGN) stake by 4% in Q1 2026, buying an estimated $20.7K and bringing the position to 1,491 shares worth $525K. The position accounts for 0.02% of the portfolio, ranked #154.

Root Financial Partners first reported a position in AMGN in Q3 2024 and has held it in 7 quarters since. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Root Financial Partners held 1,491 shares of Amgen worth $525K as of Q1 2026.
  • Root Financial Partners bought 58 Amgen shares in Q1 2026, an estimated $20.7K.
  • Amgen made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #154 holding.
  • Root Financial Partners first reported a position in Amgen in Q3 2024 and has held it in 7 quarters since.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.