Syverson Strege & Co’s Amgen AMGN Stock Holding History

Syverson Strege & Co’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	$266K	Sell	756 -41	-5%	-$14.6K	0.06%	133
2025 Q4	$261K	Buy	797 +15	+2%	+$4.76K	0.06%	130
2025 Q3	$221K	Sell	782 -128	-14%	-$37.1K	0.05%	152
2025 Q2	$254K	Buy	+910	New	+$258K	0.06%	136
2023 Q2	–	Sell	-600	Closed	-$145K	–	87
2023 Q1	$145K	Hold	600	–	–	0.06%	70
2022 Q4	$158K	Hold	600	–	–	0.07%	73
2022 Q3	$135K	Hold	600	–	–	0.07%	75
2022 Q2	$146K	Hold	600	–	–	0.05%	79
2022 Q1	$145K	Hold	600	–	–	0.16%	73
2021 Q4	$135K	Hold	600	–	–	0.1%	85
2021 Q3	$128K	Hold	600	–	–	0.1%	86
2021 Q2	$146K	Hold	600	–	–	0.13%	73
2021 Q1	$149K	Hold	600	–	–	0.15%	70
2020 Q4	$138K	Buy	+600	New	+$138K	0.13%	70

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

Syverson Strege & Co's AMGN Position: Q1 2026 in Review

Syverson Strege & Co reduced its Amgen (AMGN) stake by 5.1% in Q1 2026, selling an estimated $14.6K and leaving 756 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #133.

Syverson Strege & Co first reported a position in AMGN in Q4 2020 and has held it in 14 quarters since. 3,127 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Syverson Strege & Co held 756 shares of Amgen worth $266K as of Q1 2026.
Syverson Strege & Co sold 41 Amgen shares in Q1 2026, an estimated $14.6K.
Amgen made up 0.06% of Syverson Strege & Co's portfolio in Q1 2026, its #133 holding.
Syverson Strege & Co first reported a position in Amgen in Q4 2020 and has held it in 14 quarters since.
3,127 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.