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Strategies Wealth Advisors’s Amgen AMGN Stock Holding History

Strategies Wealth 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 		$351K Sell
998
-12
-1% -$4.28K 0.04% 127
2025
Q4 		$331K Buy
1,010
+25
+3% +$7.93K 0.03% 133
2025
Q3 		$278K Buy
+985
New +$286K 0.03% 152

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

Strategies Wealth Advisors's AMGN Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Amgen (AMGN) stake by 1.2% in Q1 2026, selling an estimated $4.28K and leaving 998 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #127.

Strategies Wealth Advisors first reported a position in AMGN in Q3 2025 and has held it in 3 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Strategies Wealth Advisors held 998 shares of Amgen worth $351K as of Q1 2026.
  • Strategies Wealth Advisors sold 12 Amgen shares in Q1 2026, an estimated $4.28K.
  • Amgen made up 0.04% of Strategies Wealth Advisors's portfolio in Q1 2026, its #127 holding.
  • Strategies Wealth Advisors first reported a position in Amgen in Q3 2025 and has held it in 3 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.