SHP Wealth Management’s Amgen AMGN Stock Holding History

SHP Wealth Management’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	$154K	Buy	438 +68	+18%	+$24.2K	0.01%	316
2025 Q4	$121K	Buy	+370	New	+$117K	0.01%	324

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's AMGN Position: Q1 2026 in Review

SHP Wealth Management increased its Amgen (AMGN) stake by 18% in Q1 2026, buying an estimated $24.2K and bringing the position to 438 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #316.

SHP Wealth Management first reported a position in AMGN in Q4 2025 and has held it in 2 quarters since. 3,138 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

SHP Wealth Management held 438 shares of Amgen worth $154K as of Q1 2026.
SHP Wealth Management bought 68 Amgen shares in Q1 2026, an estimated $24.2K.
Amgen made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #316 holding.
SHP Wealth Management first reported a position in Amgen in Q4 2025 and has held it in 2 quarters since.
3,138 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.