SIA
AMGN icon

Soltis Investment Advisors’s Amgen AMGN Stock Holding History

Soltis Investment Advisors’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 		$9.59M Buy
27,252
+1,303
+5% +$465K 0.6% 36
2025
Q4 		$8.49M Buy
25,949
+1,047
+4% +$332K 0.56% 39
2025
Q3 		$7.03M Buy
24,902
+6,345
+34% +$1.84M 0.49% 52
2025
Q2 		$5.18M Buy
18,557
+697
+4% +$197K 0.41% 64
2025
Q1 		$5.56M Buy
17,860
+15,528
+666% +$4.59M 0.5% 54
2024
Q4 		$608K Sell
2,332
-44
-2% -$13.1K 0.06% 220
2024
Q3 		$766K Buy
2,376
+352
+17% +$115K 0.07% 174
2024
Q2 		$632K Sell
2,024
-395
-16% -$116K 0.07% 186
2024
Q1 		$688K Sell
2,419
-18
-0.7% -$5.27K 0.08% 170
2023
Q4 		$702K Buy
2,437
+61
+3% +$16.6K 0.08% 158
2023
Q3 		$639K Buy
2,376
+302
+15% +$75.4K 0.08% 159
2023
Q2 		$461K Buy
2,074
+804
+63% +$187K 0.05% 176
2023
Q1 		$307K Buy
1,270
+284
+29% +$69.7K 0.04% 209
2022
Q4 		$259K Hold
986
– – 0.03% 215
2022
Q3 		$222K Buy
986
+30
+3% +$7.27K 0.03% 211
2022
Q2 		$233K Buy
956
+44
+5% +$10.8K 0.03% 210
2022
Q1 		$221K Sell
912
-950
-51% -$218K 0.03% 232
2021
Q4 		$419K Buy
+1,862
New +$393K 0.06% 180
2021
Q3 		– Sell
-1,086
Closed -$265K – 244
2021
Q2 		$265K Sell
1,086
-2,654
-71% -$653K 0.04% 210
2021
Q1 		$931K Buy
3,740
+1,398
+60% +$334K 0.17% 104
2020
Q4 		$538K Buy
+2,342
New +$540K 0.1% 135

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

Soltis Investment Advisors's AMGN Position: Q1 2026 in Review

Soltis Investment Advisors increased its Amgen (AMGN) stake by 5% in Q1 2026, buying an estimated $465K and bringing the position to 27,252 shares worth $9.59M. The position accounts for 0.6% of the portfolio, ranked #36.

Soltis Investment Advisors first reported a position in AMGN in Q4 2020 and has held it in 21 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Soltis Investment Advisors held 27,252 shares of Amgen worth $9.59M as of Q1 2026.
  • Soltis Investment Advisors bought 1,303 Amgen shares in Q1 2026, an estimated $465K.
  • Amgen made up 0.6% of Soltis Investment Advisors's portfolio in Q1 2026, its #36 holding.
  • Soltis Investment Advisors first reported a position in Amgen in Q4 2020 and has held it in 21 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.