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Sargent Investment Group’s Amgen AMGN Stock Holding History

Sargent Investment 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 		$455K Buy
1,294
+12
+0.9% +$4.28K 0.06% 167
2025
Q4 		$420K Buy
+1,282
New +$407K 0.05% 172
2025
Q3 		– Sell
-1,330
Closed -$379K – 128
2025
Q2 		$379K Buy
1,330
+118
+10% +$33.4K 0.05% 178
2025
Q1 		$378K Sell
1,212
-31
-2% -$9.15K 0.06% 172
2024
Q4 		$336K Buy
1,243
+189
+18% +$56.1K 0.05% 174
2024
Q3 		$340K Buy
1,054
+10
+1% +$3.27K 0.06% 153
2024
Q2 		$326K Buy
1,044
+14
+1% +$4.11K 0.07% 155
2024
Q1 		$293K Buy
1,030
+16
+2% +$4.68K 0.06% 162
2023
Q4 		$292K Sell
1,014
-284
-22% -$77.4K 0.06% 169
2023
Q3 		$349K Buy
1,298
+15
+1% +$3.74K 0.08% 144
2023
Q2 		$285K Buy
1,283
+3
+0.2% +$696 0.07% 155
2023
Q1 		$313K Buy
1,280
+15
+1% +$3.68K 0.08% 147
2022
Q4 		$332K Buy
1,265
+300
+31% +$80.4K 0.1% 134
2022
Q3 		$223K Hold
965
– – 0.07% 159
2022
Q2 		$235K Hold
965
– – 0.07% 154
2022
Q1 		$233K Sell
965
-29
-3% -$6.66K 0.06% 168
2021
Q4 		$224K Buy
994
+30
+3% +$6.33K 0.05% 167
2021
Q3 		$205K Sell
964
-56
-5% -$12.9K 0.05% 177
2021
Q2 		$249K Buy
1,020
+170
+20% +$41.8K 0.06% 173
2021
Q1 		$211K Buy
+850
New +$203K 0.06% 179
2020
Q4 		– Sell
-850
Closed -$216K – 189
2020
Q3 		$216K Hold
850
– – 0.08% 148
2020
Q2 		$217K Buy
+850
New +$194K 0.08% 138
2020
Q1 		– Sell
-850
Closed -$205K – 137
2019
Q4 		$205K Buy
+850
New +$187K 0.08% 141
2019
Q3 		– Sell
-2,000
Closed -$369K – 139
2019
Q2 		$369K Hold
2,000
– – 0.17% 97
2019
Q1 		$380K Hold
2,000
– – 0.18% 95
2018
Q4 		$389K Buy
+2,000
New +$390K 0.24% 79

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

Sargent Investment Group's AMGN Position: Q1 2026 in Review

Sargent Investment Group increased its Amgen (AMGN) stake by 0.94% in Q1 2026, buying an estimated $4.28K and bringing the position to 1,294 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #167.

Sargent Investment Group first reported a position in AMGN in Q4 2018 and has held it in 26 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Sargent Investment Group held 1,294 shares of Amgen worth $455K as of Q1 2026.
  • Sargent Investment Group bought 12 Amgen shares in Q1 2026, an estimated $4.28K.
  • Amgen made up 0.06% of Sargent Investment Group's portfolio in Q1 2026, its #167 holding.
  • Sargent Investment Group first reported a position in Amgen in Q4 2018 and has held it in 26 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.