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Simplicity Wealth’s Amgen AMGN Stock Holding History

Simplicity Wealth’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 		$1.67M Buy
4,737
+326
+7% +$116K 0.09% 210
2025
Q4 		$1.44M Buy
4,411
+968
+28% +$307K 0.09% 224
2025
Q3 		$972K Sell
3,443
-1,695
-33% -$492K 0.06% 298
2025
Q2 		$1.43M Buy
5,138
+3,886
+310% +$1.1M 0.06% 258
2025
Q1 		$390K Buy
+1,252
New +$370K 0.03% 380
2024
Q4 		– Sell
-1,587
Closed -$511K – 328
2024
Q3 		$511K Sell
1,587
-21,097
-93% -$6.9M 0.05% 288
2024
Q2 		$7.09M Buy
22,684
+457
+2% +$134K 0.16% 130
2024
Q1 		$6.32M Buy
+22,227
New +$6.5M 0.15% 138

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

Simplicity Wealth's AMGN Position: Q1 2026 in Review

Simplicity Wealth increased its Amgen (AMGN) stake by 7.4% in Q1 2026, buying an estimated $116K and bringing the position to 4,737 shares worth $1.67M. The position accounts for 0.09% of the portfolio, ranked #210.

Simplicity Wealth first reported a position in AMGN in Q1 2024 and has held it in 8 quarters since. The position peaked at $7.09M in Q2 2024. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Simplicity Wealth held 4,737 shares of Amgen worth $1.67M as of Q1 2026.
  • Simplicity Wealth bought 326 Amgen shares in Q1 2026, an estimated $116K.
  • Amgen made up 0.09% of Simplicity Wealth's portfolio in Q1 2026, its #210 holding.
  • Simplicity Wealth first reported a position in Amgen in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's Amgen position peaked at $7.09M in Q2 2024.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.