TAGStone Capital’s Amgen AMGN Stock Holding History

TAGStone 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	$1.46M	Buy	4,155 +26	+0.6%	+$9.27K	0.52%	41
2025 Q4	$1.35M	Buy	4,129 +28	+0.7%	+$8.88K	0.5%	40
2025 Q3	$1.16M	Buy	4,101 +32	+0.8%	+$9.28K	0.46%	46
2025 Q2	$1.17M	Buy	4,069 +331	+9%	+$93.8K	0.48%	45
2025 Q1	$1.17M	Buy	3,738 +27	+0.7%	+$7.97K	0.57%	38
2024 Q4	$967K	Buy	3,711 +30	+0.8%	+$8.9K	0.48%	42
2024 Q3	$1.19M	Buy	3,681 +25	+0.7%	+$8.18K	0.61%	35
2024 Q2	$1.14M	Buy	3,656 +39	+1%	+$11.5K	0.65%	35
2024 Q1	$1.03M	Buy	3,617 +30	+0.8%	+$8.78K	0.6%	35
2023 Q4	$1.03M	Buy	3,587 +28	+0.8%	+$7.63K	0.68%	33
2023 Q3	$957K	Buy	3,559 +28	+0.8%	+$6.99K	0.7%	33
2023 Q2	$784K	Buy	3,531 +34	+1%	+$7.89K	0.57%	37
2023 Q1	$845K	Buy	3,497 +32	+0.9%	+$7.86K	0.63%	36
2022 Q4	$910K	Buy	3,465 +24	+0.7%	+$6.43K	0.75%	35
2022 Q3	$776K	Buy	3,441 +27	+0.8%	+$6.54K	0.72%	36
2022 Q2	$831K	Buy	3,414 +26	+0.8%	+$6.37K	0.79%	35
2022 Q1	$819K	Buy	3,388 +28	+0.8%	+$6.43K	0.69%	35
2021 Q4	$756K	Buy	+3,360	New	+$709K	0.63%	37

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

TAGStone Capital's AMGN Position: Q1 2026 in Review

TAGStone Capital increased its Amgen (AMGN) stake by 0.63% in Q1 2026, buying an estimated $9.27K and bringing the position to 4,155 shares worth $1.46M. The position accounts for 0.52% of the portfolio, ranked #41.

TAGStone Capital first reported a position in AMGN in Q4 2021 and has held it in 18 quarters since. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

TAGStone Capital held 4,155 shares of Amgen worth $1.46M as of Q1 2026.
TAGStone Capital bought 26 Amgen shares in Q1 2026, an estimated $9.27K.
Amgen made up 0.52% of TAGStone Capital's portfolio in Q1 2026, its #41 holding.
TAGStone Capital first reported a position in Amgen in Q4 2021 and has held it in 18 quarters since.
3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.