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Tradition Wealth Management’s Amgen AMGN Stock Holding History

Tradition 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 		$889K Sell
2,526
-215
-8% -$76.6K 0.06% 208
2025
Q4 		$897K Sell
2,741
-6
-0.2% -$1.9K 0.06% 205
2025
Q3 		$775K Sell
2,747
-448
-14% -$130K 0.06% 220
2025
Q2 		$892K Sell
3,195
-2
-0.1% -$567 0.07% 194
2025
Q1 		$996K Buy
3,197
+31
+1% +$9.15K 0.09% 172
2024
Q4 		$825K Sell
3,166
-103
-3% -$30.6K 0.07% 186
2024
Q3 		$1.05M Buy
3,269
+10
+0.3% +$3.27K 0.09% 165
2024
Q2 		$1.02M Buy
3,259
+14
+0.4% +$4.11K 0.1% 161
2024
Q1 		$923K Buy
3,245
+11
+0.3% +$3.22K 0.09% 159
2023
Q4 		$931K Buy
3,234
+11
+0.3% +$3K 0.1% 133
2023
Q3 		$866K Buy
3,223
+25
+0.8% +$6.24K 0.1% 128
2023
Q2 		$710K Buy
3,198
+223
+7% +$51.7K 0.08% 142
2023
Q1 		$719K Buy
2,975
+1,962
+194% +$482K 0.09% 136
2022
Q4 		$266K Buy
1,013
+7
+0.7% +$1.88K 0.04% 231
2022
Q3 		$227K Buy
1,006
+7
+0.7% +$1.7K 0.03% 241
2022
Q2 		$243K Buy
999
+3
+0.3% +$735 0.04% 240
2022
Q1 		$241K Buy
996
+4
+0.4% +$919 0.03% 273
2021
Q4 		$223K Sell
992
-132
-12% -$27.9K 0.03% 286
2021
Q3 		$239K Sell
1,124
-44
-4% -$10.1K 0.03% 250
2021
Q2 		$285K Buy
1,168
+2
+0.2% +$492 0.04% 239
2021
Q1 		$290K Buy
1,166
+1
+0.1% +$239 0.05% 211
2020
Q4 		$268K Buy
+1,165
New +$269K 0.05% 205

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

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

Tradition Wealth Management reduced its Amgen (AMGN) stake by 7.8% in Q1 2026, selling an estimated $76.6K and leaving 2,526 shares worth $889K. The position accounts for 0.06% of the portfolio, ranked #208.

Tradition Wealth Management first reported a position in AMGN in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.05M in Q3 2024. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Tradition Wealth Management held 2,526 shares of Amgen worth $889K as of Q1 2026.
  • Tradition Wealth Management sold 215 Amgen shares in Q1 2026, an estimated $76.6K.
  • Amgen made up 0.06% of Tradition Wealth Management's portfolio in Q1 2026, its #208 holding.
  • Tradition Wealth Management first reported a position in Amgen in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Amgen position peaked at $1.05M in Q3 2024.
  • 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.