Tacita Capital’s Amgen AMGN Stock Holding History

Tacita 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	$70.4K	Buy	200 +15	+8%	+$5.35K	0.04%	122
2025 Q4	$60.6K	Buy	185 +140	+311%	+$44.4K	0.04%	134
2025 Q3	$12.7K	Hold	45	–	–	0.01%	192
2025 Q2	$12.6K	Hold	45	–	–	0.01%	190
2025 Q1	$14K	Hold	45	–	–	0.01%	179
2024 Q4	$11.7K	Hold	45	–	–	0.01%	181
2024 Q3	$14.5K	Hold	45	–	–	0.01%	176
2024 Q2	$14.1K	Hold	45	–	–	0.01%	183
2024 Q1	$12.8K	Sell	45 -20	-31%	-$5.85K	0.01%	188
2023 Q4	$18.7K	Hold	65	–	–	0.01%	179
2023 Q3	$17.5K	Buy	65 +20	+44%	+$4.99K	0.01%	172
2023 Q2	$10K	Hold	45	–	–	0.01%	173
2023 Q1	$11K	Sell	45 -25	-36%	-$6.14K	0.01%	172
2022 Q4	$18K	Hold	70	–	–	0.01%	173
2022 Q3	$16K	Hold	70	–	–	0.01%	169
2022 Q2	$17K	Sell	70 -25	-26%	-$6.13K	0.01%	174
2022 Q1	$23K	Buy	+95	New	+$21.8K	0.01%	173
2021 Q2	–	Sell	-225	Closed	-$56K	–	183
2021 Q1	$56K	Sell	225 -50	-18%	-$11.9K	0.04%	139
2020 Q4	$63K	Buy	+275	New	+$63.4K	0.04%	130

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

Tacita Capital's AMGN Position: Q1 2026 in Review

Tacita Capital increased its Amgen (AMGN) stake by 8.1% in Q1 2026, buying an estimated $5.35K and bringing the position to 200 shares worth $70.4K. The position accounts for 0.04% of the portfolio, ranked #122.

Tacita Capital first reported a position in AMGN in Q4 2020 and has held it in 19 quarters since. 3,127 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Tacita Capital held 200 shares of Amgen worth $70.4K as of Q1 2026.
Tacita Capital bought 15 Amgen shares in Q1 2026, an estimated $5.35K.
Amgen made up 0.04% of Tacita Capital's portfolio in Q1 2026, its #122 holding.
Tacita Capital first reported a position in Amgen in Q4 2020 and has held it in 19 quarters since.
3,127 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.