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Values First Advisors’s Amgen AMGN Stock Holding History

Values First 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 		$203K Buy
+578
New +$206K 0.11% 161
2025
Q1 		– Sell
-593
Closed -$154K – 186
2024
Q4 		$154K Buy
593
+282
+91% +$83.7K 0.09% 180
2024
Q3 		$100K Buy
+311
New +$102K 0.05% 182

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

Values First Advisors's AMGN Position: Q1 2026 in Review

Values First Advisors opened a new position in Amgen (AMGN) in Q1 2026: 578 shares worth $203K. The stake represents 0.11% of the portfolio and ranks #161 among its holdings. This is a return to the name: Values First Advisors previously reported a position in AMGN as recently as Q4 2024.

Values First Advisors first reported a position in AMGN in Q3 2024 and has held it in 3 quarters since. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Values First Advisors held 578 shares of Amgen worth $203K as of Q1 2026.
  • Amgen was a new Values First Advisors position in Q1 2026.
  • Amgen made up 0.11% of Values First Advisors's portfolio in Q1 2026, its #161 holding.
  • Values First Advisors first reported a position in Amgen in Q3 2024 and has held it in 3 quarters since.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.