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Triad Wealth Partners’s Amgen AMGN Stock Holding History

Triad Wealth Partners’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 		$497K Buy
1,413
+298
+27% +$106K 0.04% 276
2025
Q4 		$365K Buy
1,115
+288
+35% +$91.4K 0.03% 340
2025
Q3 		$233K Buy
827
+89
+12% +$25.8K 0.03% 335
2025
Q2 		$206K Buy
+738
New +$209K 0.04% 284
2024
Q3 		– Sell
-410
Closed -$128K – 82
2024
Q2 		$128K Buy
+410
New +$120K 0.07% 132

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

Triad Wealth Partners's AMGN Position: Q1 2026 in Review

Triad Wealth Partners increased its Amgen (AMGN) stake by 27% in Q1 2026, buying an estimated $106K and bringing the position to 1,413 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #276.

Triad Wealth Partners first reported a position in AMGN in Q2 2024 and has held it in 5 quarters since. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Triad Wealth Partners held 1,413 shares of Amgen worth $497K as of Q1 2026.
  • Triad Wealth Partners bought 298 Amgen shares in Q1 2026, an estimated $106K.
  • Amgen made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #276 holding.
  • Triad Wealth Partners first reported a position in Amgen in Q2 2024 and has held it in 5 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.