WE
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Wealth Effects’s Amgen AMGN Stock Holding History

Wealth Effects’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 		$968K Buy
2,750
+1
+0% +$356 0.34% 63
2025
Q4 		$900K Buy
2,749
+135
+5% +$42.8K 0.28% 63
2025
Q3 		$738K Buy
2,614
+1
+0% +$290 0.24% 77
2025
Q2 		$729K Buy
2,613
+1
+0% +$283 0.27% 72
2025
Q1 		$814K Sell
2,612
-107
-4% -$31.6K 0.34% 62
2024
Q4 		$709K Buy
2,719
+9
+0.3% +$2.67K 0.25% 76
2024
Q3 		$873K Buy
2,710
+1
+0% +$327 0.31% 67
2024
Q2 		$846K Buy
2,709
+1
+0% +$294 0.31% 68
2024
Q1 		$770K Hold
2,708
– – 0.28% 75
2023
Q4 		$780K Buy
2,708
+1
+0% +$272 0.29% 76
2023
Q3 		$727K Buy
2,707
+1
+0% +$250 0.36% 66
2023
Q2 		$601K Sell
2,706
-74
-3% -$17.2K 0.26% 83
2023
Q1 		$672K Buy
2,780
+1
+0% +$245 0.34% 70
2022
Q4 		$730K Sell
2,779
-199
-7% -$53.3K 0.42% 57
2022
Q3 		$671K Buy
2,978
+1
+0% +$242 0.41% 61
2022
Q2 		$724K Buy
2,977
+1
+0% +$245 0.44% 57
2022
Q1 		$720K Sell
2,976
-150
-5% -$34.5K 0.34% 66
2021
Q4 		$703K Buy
+3,126
New +$660K 0.29% 70

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

Wealth Effects's AMGN Position: Q1 2026 in Review

Wealth Effects increased its Amgen (AMGN) stake by 0.04% in Q1 2026, buying an estimated $356 and bringing the position to 2,750 shares worth $968K. The position accounts for 0.34% of the portfolio, ranked #63.

Wealth Effects first reported a position in AMGN in Q4 2021 and has held it in 18 quarters since. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Wealth Effects held 2,750 shares of Amgen worth $968K as of Q1 2026.
  • Wealth Effects bought 1 Amgen share in Q1 2026, an estimated $356.
  • Amgen made up 0.34% of Wealth Effects's portfolio in Q1 2026, its #63 holding.
  • Wealth Effects first reported a position in Amgen in Q4 2021 and has held it in 18 quarters since.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.