Turtle Creek Wealth Advisors’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.18M Buy
9,051
+1,223
+16% +$436K 0.24% 83
2025
Q4
$2.56M Buy
7,828
+1,764
+29% +$560K 0.2% 90
2025
Q3
$1.71M Buy
6,064
+401
+7% +$116K 0.15% 98
2025
Q2
$1.58M Buy
+5,663
New +$1.6M 0.19% 96
2024
Q4
Sell
-1,379
Closed -$444K 82
2024
Q3
$444K Buy
1,379
+72
+6% +$23.6K 0.09% 111
2024
Q2
$408K Buy
1,307
+43
+3% +$12.6K 0.09% 99
2024
Q1
$359K Buy
1,264
+461
+57% +$135K 0.09% 106
2023
Q4
$231K Buy
+803
New +$219K 0.07% 138

Other funds holding AMGN

Turtle Creek Wealth Advisors's AMGN Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Amgen (AMGN) stake by 16% in Q1 2026, buying an estimated $436K and bringing the position to 9,051 shares worth $3.18M. The position accounts for 0.24% of the portfolio, ranked #83.

Turtle Creek Wealth Advisors first reported a position in AMGN in Q4 2023 and has held it in 8 quarters since. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Turtle Creek Wealth Advisors held 9,051 shares of Amgen worth $3.18M as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 1,223 Amgen shares in Q1 2026, an estimated $436K.
  • Amgen made up 0.24% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #83 holding.
  • Turtle Creek Wealth Advisors first reported a position in Amgen in Q4 2023 and has held it in 8 quarters since.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.