Vertex Planning Partners’s Amgen AMGN Stock Holding History

Vertex Planning Partners’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	$231K	Sell	656 -5	-0.8%	-$1.78K	0.04%	122
2025 Q4	$216K	Sell	661 -908	-58%	-$288K	0.05%	122
2025 Q3	$443K	Buy	1,569 +14	+0.9%	+$4.06K	0.08%	123
2025 Q2	$434K	Sell	1,555 -7	-0.4%	-$1.98K	0.09%	119
2025 Q1	$487K	Sell	1,562 -33	-2%	-$9.74K	0.11%	106
2024 Q4	$416K	Buy	1,595 +144	+10%	+$42.7K	0.09%	122
2024 Q3	$468K	Buy	1,451 +2	+0.1%	+$654	0.11%	95
2024 Q2	$453K	Sell	1,449 -4	-0.3%	-$1.18K	0.12%	92
2024 Q1	$413K	Sell	1,453 -139	-9%	-$40.7K	0.11%	101
2023 Q4	$459K	Buy	1,592 +187	+13%	+$51K	0.14%	88
2023 Q3	$378K	Sell	1,405 -65	-4%	-$16.2K	0.13%	86
2023 Q2	$326K	Buy	+1,470	New	+$341K	0.11%	94

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

Vertex Planning Partners's AMGN Position: Q1 2026 in Review

Vertex Planning Partners reduced its Amgen (AMGN) stake by 0.76% in Q1 2026, selling an estimated $1.78K and leaving 656 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #122.

Vertex Planning Partners first reported a position in AMGN in Q2 2023 and has held it in 12 quarters since. The position peaked at $487K in Q1 2025. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Vertex Planning Partners held 656 shares of Amgen worth $231K as of Q1 2026.
Vertex Planning Partners sold 5 Amgen shares in Q1 2026, an estimated $1.78K.
Amgen made up 0.04% of Vertex Planning Partners's portfolio in Q1 2026, its #122 holding.
Vertex Planning Partners first reported a position in Amgen in Q2 2023 and has held it in 12 quarters since.
Vertex Planning Partners's Amgen position peaked at $487K in Q1 2025.
3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.