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Waterloo Capital’s Amgen AMGN Stock Holding History

Waterloo Capital’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 		$418K Sell
1,188
-410
-26% -$146K 0.03% 339
2025
Q4 		$523K Buy
1,598
+680
+74% +$216K 0.04% 290
2025
Q3 		$259K Sell
918
-76
-8% -$22K 0.02% 384
2025
Q2 		$277K Sell
994
-96
-9% -$27.2K 0.02% 373
2025
Q1 		$340K Buy
+1,090
New +$322K 0.03% 301
2024
Q4 		– Sell
-685
Closed -$221K – 364
2024
Q3 		$221K Sell
685
-53
-7% -$17.3K 0.02% 331
2024
Q2 		$231K Buy
+738
New +$217K 0.03% 316

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

Waterloo Capital's AMGN Position: Q1 2026 in Review

Waterloo Capital reduced its Amgen (AMGN) stake by 26% in Q1 2026, selling an estimated $146K and leaving 1,188 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #339.

Waterloo Capital first reported a position in AMGN in Q2 2024 and has held it in 7 quarters since. The position peaked at $523K in Q4 2025. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Waterloo Capital held 1,188 shares of Amgen worth $418K as of Q1 2026.
  • Waterloo Capital sold 410 Amgen shares in Q1 2026, an estimated $146K.
  • Amgen made up 0.03% of Waterloo Capital's portfolio in Q1 2026, its #339 holding.
  • Waterloo Capital first reported a position in Amgen in Q2 2024 and has held it in 7 quarters since.
  • Waterloo Capital's Amgen position peaked at $523K in Q4 2025.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.