Swan Capital’s Amgen AMGN Stock Holding History

Swan Capital’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	$2.81K	Hold	8	–	–	﹤0.01%	321
2025 Q4	$2.62K	Hold	8	–	–	﹤0.01%	301
2025 Q3	$2.26K	Sell	8 -9	-53%	-$2.61K	﹤0.01%	299
2025 Q2	$4.75K	Buy	+17	New	+$4.82K	﹤0.01%	243

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

Swan Capital's AMGN Position: Q1 2026 in Review

Swan Capital held its Amgen (AMGN) position steady in Q1 2026 at 8 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Swan Capital first reported a position in AMGN in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.75K in Q2 2025. 3,127 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Swan Capital held 8 shares of Amgen worth $2.81K as of Q1 2026.
Swan Capital left its Amgen share count unchanged in Q1 2026.
Amgen made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #321 holding.
Swan Capital first reported a position in Amgen in Q2 2025 and has held it in 4 quarters since.
Swan Capital's Amgen position peaked at $4.75K in Q2 2025.
3,127 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.