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Tred Avon Family Wealth’s Amgen AMGN Stock Holding History

Tred Avon Family Wealth’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 		$465K Buy
1,323
+46
+4% +$16.4K 0.15% 178
2025
Q4 		$418K Hold
1,277
– – 0.14% 171
2025
Q3 		$360K Buy
+1,277
New +$370K 0.12% 187

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

Tred Avon Family Wealth's AMGN Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Amgen (AMGN) stake by 3.6% in Q1 2026, buying an estimated $16.4K and bringing the position to 1,323 shares worth $465K. The position accounts for 0.15% of the portfolio, ranked #178.

Tred Avon Family Wealth first reported a position in AMGN in Q3 2025 and has held it in 3 quarters since. 3,132 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Tred Avon Family Wealth held 1,323 shares of Amgen worth $465K as of Q1 2026.
  • Tred Avon Family Wealth bought 46 Amgen shares in Q1 2026, an estimated $16.4K.
  • Amgen made up 0.15% of Tred Avon Family Wealth's portfolio in Q1 2026, its #178 holding.
  • Tred Avon Family Wealth first reported a position in Amgen in Q3 2025 and has held it in 3 quarters since.
  • 3,132 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.