Waypoint Wealth Counsel’s Amgen AMGN Stock Holding History

Waypoint Wealth Counsel’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	–	Sell	-616	Closed	-$202K	–	234
2025 Q4	$202K	Buy	+616	New	+$195K	0.07%	270

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

Waypoint Wealth Counsel's AMGN Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Amgen (AMGN) in Q1 2026, closing a stake of 616 shares — an estimated $202K sold.

Waypoint Wealth Counsel first reported a position in AMGN in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Waypoint Wealth Counsel reported no remaining Amgen position as of Q1 2026 after selling out during the quarter.
Waypoint Wealth Counsel sold 616 Amgen shares in Q1 2026, an estimated $202K.
Waypoint Wealth Counsel first reported a position in Amgen in Q4 2025 and held it in 1 quarter.
Waypoint Wealth Counsel's Amgen position peaked at $202K in Q4 2025.
3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.