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U.S. Capital Wealth Advisors’s Amgen AMGN Stock Holding History

U.S. Capital Wealth 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 		$7.37M Buy
20,942
+841
+4% +$300K 0.19% 128
2025
Q4 		$6.58M Buy
20,101
+768
+4% +$244K 0.17% 147
2025
Q3 		$5.46M Buy
19,333
+177
+0.9% +$51.3K 0.15% 167
2025
Q2 		$5.35M Buy
19,156
+1,385
+8% +$392K 0.16% 153
2025
Q1 		$5.54M Buy
17,771
+1,291
+8% +$381K 0.17% 147
2024
Q4 		$4.3M Sell
16,480
-5,561
-25% -$1.65M 0.13% 168
2024
Q3 		$7.1M Buy
22,041
+256
+1% +$83.7K 0.25% 90
2024
Q2 		$6.81M Buy
21,785
+89
+0.4% +$26.1K 0.26% 89
2024
Q1 		$6.17M Buy
21,696
+4,931
+29% +$1.44M 0.24% 100
2023
Q4 		$4.83M Sell
16,765
-3,684
-18% -$1M 0.19% 123
2023
Q3 		$5.5M Sell
20,449
-98
-0.5% -$24.5K 0.25% 90
2023
Q2 		$4.56M Buy
20,547
+143
+0.7% +$33.2K 0.22% 107
2023
Q1 		$4.93M Buy
20,404
+761
+4% +$187K 0.23% 99
2022
Q4 		$5.16M Sell
19,643
-400
-2% -$107K 0.24% 93
2022
Q3 		$4.52M Buy
20,043
+2,073
+12% +$502K 0.23% 96
2022
Q2 		$4.37M Sell
17,970
-41
-0.2% -$10K 0.19% 113
2022
Q1 		$4.36M Sell
18,011
-11,527
-39% -$2.65M 0.16% 133
2021
Q4 		$6.64M Sell
29,538
-2,035
-6% -$430K 0.26% 86
2021
Q3 		$6.71M Buy
+31,573
New +$7.27M 0.29% 84

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

U.S. Capital Wealth Advisors's AMGN Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Amgen (AMGN) stake by 4.2% in Q1 2026, buying an estimated $300K and bringing the position to 20,942 shares worth $7.37M. The position accounts for 0.19% of the portfolio, ranked #128.

U.S. Capital Wealth Advisors first reported a position in AMGN in Q3 2021 and has held it in 19 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • U.S. Capital Wealth Advisors held 20,942 shares of Amgen worth $7.37M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 841 Amgen shares in Q1 2026, an estimated $300K.
  • Amgen made up 0.19% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #128 holding.
  • U.S. Capital Wealth Advisors first reported a position in Amgen in Q3 2021 and has held it in 19 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.