Smart Portfolios LLC’s Amgen AMGN Stock Holding History

Smart Portfolios LLC’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	$648K	Sell	1,842 -40	-2%	-$14.3K	0.65%	54
2025 Q4	$616K	Sell	1,882 -2	-0.1%	-$634	0.61%	53
2025 Q3	$532K	Sell	1,884 -85	-4%	-$24.7K	0.51%	60
2025 Q2	$550K	Sell	1,969 -20	-1%	-$5.67K	0.55%	58
2025 Q1	$620K	Hold	1,989	–	–	0.67%	50
2024 Q4	$518K	Sell	1,989 -40	-2%	-$11.9K	0.54%	60
2024 Q3	$654K	Sell	2,029 -11	-0.5%	-$3.6K	0.67%	50
2024 Q2	$637K	Buy	2,040 +290	+17%	+$85.2K	0.64%	46
2024 Q1	$498K	Hold	1,750	–	–	0.52%	52
2023 Q4	$515K	Buy	+1,750	New	+$477K	0.6%	44
2019 Q2	–	Sell	-686	Closed	-$130K	–	52
2019 Q1	$130K	Buy	686 +2	+0.3%	+$382	0.11%	61
2018 Q4	$133K	Buy	684 +184	+37%	+$35.9K	0.1%	56
2018 Q3	$104K	Hold	500	–	–	0.06%	63
2018 Q2	$92K	Hold	500	–	–	0.06%	70
2018 Q1	$85K	Buy	+500	New	+$91.8K	0.06%	61

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

Smart Portfolios LLC's AMGN Position: Q1 2026 in Review

Smart Portfolios LLC reduced its Amgen (AMGN) stake by 2.1% in Q1 2026, selling an estimated $14.3K and leaving 1,842 shares worth $648K. The position accounts for 0.65% of the portfolio, ranked #54.

Smart Portfolios LLC first reported a position in AMGN in Q1 2018 and has held it in 15 quarters since. The position peaked at $654K in Q3 2024. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Smart Portfolios LLC held 1,842 shares of Amgen worth $648K as of Q1 2026.
Smart Portfolios LLC sold 40 Amgen shares in Q1 2026, an estimated $14.3K.
Amgen made up 0.65% of Smart Portfolios LLC's portfolio in Q1 2026, its #54 holding.
Smart Portfolios LLC first reported a position in Amgen in Q1 2018 and has held it in 15 quarters since.
Smart Portfolios LLC's Amgen position peaked at $654K in Q3 2024.
3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.