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Tobias Financial Advisors’s Amgen AMGN Stock Holding History

Tobias Financial 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 		– Sell
-651
Closed -$213K – 145
2025
Q4 		$213K Buy
+651
New +$207K 0.03% 139
2020
Q1 		– Sell
-100
Closed -$24K – 69
2019
Q4 		$24K Buy
+100
New +$22K 0.02% 128

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

Tobias Financial Advisors's AMGN Position: Q1 2026 in Review

Tobias Financial Advisors sold out of Amgen (AMGN) in Q1 2026, closing a stake of 651 shares — an estimated $213K sold.

Tobias Financial Advisors first reported a position in AMGN in Q4 2019 and held it in 2 quarters. The position peaked at $213K in Q4 2025. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Tobias Financial Advisors reported no remaining Amgen position as of Q1 2026 after selling out during the quarter.
  • Tobias Financial Advisors sold 651 Amgen shares in Q1 2026, an estimated $213K.
  • Tobias Financial Advisors first reported a position in Amgen in Q4 2019 and held it in 2 quarters.
  • Tobias Financial Advisors's Amgen position peaked at $213K in Q4 2025.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.