USA Financial Formulas’s Amgen AMGN Stock Holding History

USA Financial Formulas’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	$655K	Buy	+1,862	New	+$664K	0.12%	60
2024 Q4	–	Sell	-4,131	Closed	-$1.33M	–	291
2024 Q3	$1.33M	Buy	+4,131	New	+$1.35M	0.21%	41
2024 Q2	–	Sell	-3,180	Closed	-$904K	–	302
2024 Q1	$904K	Buy	+3,180	New	+$930K	0.15%	74
2023 Q4	–	Sell	-6	Closed	-$1.61K	–	350
2023 Q3	$1.61K	Hold	6	–	–	﹤0.01%	353
2023 Q2	$1.33K	Hold	6	–	–	﹤0.01%	352
2023 Q1	$1.45K	Buy	+6	New	+$1.47K	﹤0.01%	264
2022 Q3	$5K	Buy	+21	New	+$5.09K	0.01%	122
2022 Q1	–	Sell	-15	Closed	-$3K	–	350
2021 Q4	$3K	Sell	15 -77	-84%	-$16.3K	﹤0.01%	237
2021 Q3	$20K	Buy	+92	New	+$21.2K	0.02%	224
2021 Q1	–	Sell	-11	Closed	-$3K	–	332
2020 Q4	$3K	Sell	11 -11,654	-100%	-$2.69M	﹤0.01%	214
2020 Q3	$2.96M	Buy	+11,665	New	+$2.89M	2.24%	4
2020 Q1	–	Sell	-9	Closed	-$2K	–	204
2019 Q4	$2K	Buy	+9	New	+$1.98K	﹤0.01%	192
2019 Q1	–	Sell	-27,134	Closed	-$5.63M	–	131
2018 Q4	$5.63M	Buy	+27,134	New	+$5.29M	1.4%	19
2015 Q2	–	Sell	-33,467	Closed	-$5.35M	–	206
2015 Q1	$5.35M	Buy	33,467 +1,317	+4%	+$207K	1.74%	7
2014 Q4	$5.12M	Buy	+32,150	New	+$5.01M	1.76%	8

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

USA Financial Formulas's AMGN Position: Q1 2026 in Review

USA Financial Formulas opened a new position in Amgen (AMGN) in Q1 2026: 1,862 shares worth $655K. The stake represents 0.12% of the portfolio and ranks #60 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in AMGN as recently as Q3 2024.

USA Financial Formulas first reported a position in AMGN in Q4 2014 and has held it in 15 quarters since. The position peaked at $5.63M in Q4 2018. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

USA Financial Formulas held 1,862 shares of Amgen worth $655K as of Q1 2026.
Amgen was a new USA Financial Formulas position in Q1 2026.
Amgen made up 0.12% of USA Financial Formulas's portfolio in Q1 2026, its #60 holding.
USA Financial Formulas first reported a position in Amgen in Q4 2014 and has held it in 15 quarters since.
USA Financial Formulas's Amgen position peaked at $5.63M in Q4 2018.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.