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Visionary Wealth Advisors’s Amgen AMGN Stock Holding History

Visionary 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 		$10M Sell
28,464
-1,467
-5% -$523K 0.44% 58
2025
Q4 		$9.8M Sell
29,931
-161
-0.5% -$51.1K 0.44% 62
2025
Q3 		$8.49M Buy
30,092
+2,135
+8% +$619K 0.4% 71
2025
Q2 		$7.81M Buy
27,957
+1,191
+4% +$337K 0.4% 73
2025
Q1 		$8.34M Sell
26,766
-129
-0.5% -$38.1K 0.5% 56
2024
Q4 		$7.01M Buy
26,895
+865
+3% +$257K 0.41% 71
2024
Q3 		$8.39M Sell
26,030
-470
-2% -$154K 0.51% 59
2024
Q2 		$8.28M Buy
26,500
+866
+3% +$254K 0.54% 53
2024
Q1 		$7.29M Sell
25,634
-2,124
-8% -$622K 0.49% 59
2023
Q4 		$7.99M Sell
27,758
-263
-0.9% -$71.7K 0.59% 44
2023
Q3 		$7.53M Buy
28,021
+1,174
+4% +$293K 0.61% 41
2023
Q2 		$5.96M Buy
26,847
+771
+3% +$179K 0.48% 61
2023
Q1 		$6.3M Buy
26,076
+1,370
+6% +$336K 0.53% 52
2022
Q4 		$6.49M Buy
24,706
+1,274
+5% +$342K 0.6% 49
2022
Q3 		$5.28M Buy
23,432
+849
+4% +$206K 0.55% 50
2022
Q2 		$5.49M Buy
22,583
+1,779
+9% +$436K 0.49% 54
2022
Q1 		$5.03M Buy
20,804
+2,021
+11% +$464K 0.4% 67
2021
Q4 		$4.23M Buy
+18,783
New +$3.96M 0.35% 73
2021
Q3 		– Sell
-16,212
Closed -$3.95M – 320
2021
Q2 		$3.95M Sell
16,212
-475
-3% -$117K 0.4% 63
2021
Q1 		$4.15M Buy
16,687
+671
+4% +$160K 0.44% 63
2020
Q4 		$3.68M Buy
+16,016
New +$3.69M 0.41% 61
2020
Q3 		– Sell
-14,253
Closed -$3.36M – 257
2020
Q2 		$3.36M Buy
14,253
+1,415
+11% +$323K 0.51% 49
2020
Q1 		$2.6M Buy
12,838
+354
+3% +$77.3K 0.49% 66
2019
Q4 		$3.01M Buy
+12,484
New +$2.75M 0.54% 53

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

Visionary Wealth Advisors's AMGN Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Amgen (AMGN) stake by 4.9% in Q1 2026, selling an estimated $523K and leaving 28,464 shares worth $10M. The position accounts for 0.44% of the portfolio, ranked #58.

Visionary Wealth Advisors first reported a position in AMGN in Q4 2019 and has held it in 24 quarters since. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Visionary Wealth Advisors held 28,464 shares of Amgen worth $10M as of Q1 2026.
  • Visionary Wealth Advisors sold 1,467 Amgen shares in Q1 2026, an estimated $523K.
  • Amgen made up 0.44% of Visionary Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • Visionary Wealth Advisors first reported a position in Amgen in Q4 2019 and has held it in 24 quarters since.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.