Trifecta Capital Advisors’s Amgen AMGN Stock Holding History

Trifecta Capital 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	$5.63M	Buy	15,992 +458	+3%	+$163K	0.87%	39
2025 Q4	$5.08M	Buy	15,534 +615	+4%	+$195K	0.75%	42
2025 Q3	$4.21M	Buy	14,919 +520	+4%	+$151K	0.64%	46
2025 Q2	$4.02M	Buy	14,399 +1,803	+14%	+$511K	0.67%	42
2025 Q1	$3.92M	Buy	12,596 +1,143	+10%	+$338K	0.82%	39
2024 Q4	$2.99M	Buy	11,453 +193	+2%	+$57.3K	0.59%	45
2024 Q3	$3.63M	Buy	11,260 +794	+8%	+$260K	0.76%	42
2024 Q2	$3.27M	Buy	10,466 +1,110	+12%	+$326K	0.72%	44
2024 Q1	$2.66M	Buy	9,356 +481	+5%	+$141K	0.65%	45
2023 Q4	$2.56M	Buy	8,875 +482	+6%	+$131K	0.71%	42
2023 Q3	$2.26M	Buy	8,393 +242	+3%	+$60.4K	0.73%	39
2023 Q2	$1.81M	Sell	8,151 -15	-0.2%	-$3.48K	0.58%	45
2023 Q1	$1.97M	Buy	8,166 +15	+0.2%	+$3.68K	0.7%	44
2022 Q4	$2.14M	Buy	+8,151	New	+$2.18M	0.85%	38

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Trifecta Capital Advisors's AMGN Position: Q1 2026 in Review

Trifecta Capital Advisors increased its Amgen (AMGN) stake by 2.9% in Q1 2026, buying an estimated $163K and bringing the position to 15,992 shares worth $5.63M. The position accounts for 0.87% of the portfolio, ranked #39.

Trifecta Capital Advisors first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Trifecta Capital Advisors held 15,992 shares of Amgen worth $5.63M as of Q1 2026.
Trifecta Capital Advisors bought 458 Amgen shares in Q1 2026, an estimated $163K.
Amgen made up 0.87% of Trifecta Capital Advisors's portfolio in Q1 2026, its #39 holding.
Trifecta Capital Advisors first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.