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UP Strategic Wealth Investment Advisors’s Amgen AMGN Stock Holding History

UP Strategic Wealth Investment 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 		$213K Hold
648
– – 0.13% 89
2025
Q4 		$249K Buy
+648
New +$206K 0.18% 75
2025
Q2 		– Sell
-683
Closed -$213K – 97
2025
Q1 		$213K Buy
+683
New +$202K 0.19% 81

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

UP Strategic Wealth Investment Advisors's AMGN Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its Amgen (AMGN) position steady in Q1 2026 at 648 shares worth $213K. The position accounts for 0.13% of the portfolio, ranked #89.

UP Strategic Wealth Investment Advisors first reported a position in AMGN in Q1 2025 and has held it in 3 quarters since. The position peaked at $249K in Q4 2025. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 648 shares of Amgen worth $213K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors left its Amgen share count unchanged in Q1 2026.
  • Amgen made up 0.13% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #89 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Amgen in Q1 2025 and has held it in 3 quarters since.
  • UP Strategic Wealth Investment Advisors's Amgen position peaked at $249K in Q4 2025.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.