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Strait & Sound Wealth Management’s Amgen AMGN Stock Holding History

Strait & Sound 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 		$1.86M Sell
5,275
-34
-0.6% -$12.1K 0.69% 37
2025
Q4 		$1.74M Buy
5,309
+246
+5% +$78K 0.65% 42
2025
Q3 		$1.43M Sell
5,063
-78
-2% -$22.6K 0.55% 44
2025
Q2 		$1.44M Sell
5,141
-71
-1% -$20.1K 0.61% 39
2025
Q1 		$1.62M Buy
5,212
+682
+15% +$201K 0.75% 27
2024
Q4 		$1.18M Buy
4,530
+263
+6% +$78K 0.55% 32
2024
Q3 		$1.37M Buy
4,267
+331
+8% +$108K 0.67% 27
2024
Q2 		$1.23M Buy
3,936
+429
+12% +$126K 0.63% 26
2024
Q1 		$947K Sell
3,507
-141
-4% -$41.3K 0.53% 34
2023
Q4 		$1.11M Sell
3,648
-2
-0.1% -$545 0.69% 28
2023
Q3 		$981K Sell
3,650
-51
-1% -$12.7K 0.84% 27
2023
Q2 		$822K Sell
3,701
-357
-9% -$82.8K 0.81% 31
2023
Q1 		$981K Buy
4,058
+13
+0.3% +$3.19K 0.98% 23
2022
Q4 		$1.09M Buy
+4,045
New +$1.08M 1.19% 19

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

Strait & Sound Wealth Management's AMGN Position: Q1 2026 in Review

Strait & Sound Wealth Management reduced its Amgen (AMGN) stake by 0.64% in Q1 2026, selling an estimated $12.1K and leaving 5,275 shares worth $1.86M. The position accounts for 0.69% of the portfolio, ranked #37.

Strait & Sound Wealth Management first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Strait & Sound Wealth Management held 5,275 shares of Amgen worth $1.86M as of Q1 2026.
  • Strait & Sound Wealth Management sold 34 Amgen shares in Q1 2026, an estimated $12.1K.
  • Amgen made up 0.69% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Strait & Sound Wealth Management first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.