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Tortuga Wealth Management’s Amgen AMGN Stock Holding History

Tortuga Wealth Management’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 		$2.19M Buy
6,212
+903
+17% +$322K 2.04% 10
2025
Q4 		$1.74M Buy
+5,309
New +$1.68M 1.83% 10

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

Tortuga Wealth Management's AMGN Position: Q1 2026 in Review

Tortuga Wealth Management increased its Amgen (AMGN) stake by 17% in Q1 2026, buying an estimated $322K and bringing the position to 6,212 shares worth $2.19M. The position accounts for 2.04% of the portfolio, ranked #10.

Tortuga Wealth Management first reported a position in AMGN in Q4 2025 and has held it in 2 quarters since. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Tortuga Wealth Management held 6,212 shares of Amgen worth $2.19M as of Q1 2026.
  • Tortuga Wealth Management bought 903 Amgen shares in Q1 2026, an estimated $322K.
  • Amgen made up 2.04% of Tortuga Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Tortuga Wealth Management first reported a position in Amgen in Q4 2025 and has held it in 2 quarters since.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.