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WealthPlan Investment Management’s Amgen AMGN Stock Holding History

WealthPlan Investment Management’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 		$5.82M Sell
16,530
-6,723
-29% -$2.4M 0.32% 77
2025
Q4 		$7.61M Sell
23,253
-14,878
-39% -$4.72M 0.49% 60
2025
Q3 		$10.8M Sell
38,131
-2,176
-5% -$631K 0.71% 48
2025
Q2 		$11.3M Buy
40,307
+4,479
+13% +$1.27M 0.82% 35
2025
Q1 		$11.2M Buy
35,828
+2,170
+6% +$641K 1.1% 24
2024
Q4 		$8.77M Sell
33,658
-5,297
-14% -$1.57M 0.87% 38
2024
Q3 		$12.6M Buy
38,955
+5,661
+17% +$1.85M 1.27% 20
2024
Q2 		$10.4M Buy
33,294
+28,896
+657% +$8.49M 1.57% 14
2024
Q1 		$1.25M Buy
4,398
+1
+0% +$293 0.19% 86
2023
Q4 		$1.27M Hold
4,397
– – 0.2% 88
2023
Q3 		$1.18M Buy
4,397
+126
+3% +$31.4K 0.21% 81
2023
Q2 		$948K Sell
4,271
-76
-2% -$17.6K 0.28% 76
2023
Q1 		$1.05M Sell
4,347
-1,215
-22% -$298K 0.18% 84
2022
Q4 		$1.36M Sell
5,562
-534
-9% -$143K 0.09% 155
2022
Q3 		$1.74M Buy
+6,096
New +$1.48M 0.13% 122
2022
Q1 		$1.29M Buy
+5,549
New +$1.27M 0.09% 148

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

WealthPlan Investment Management's AMGN Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Amgen (AMGN) stake by 29% in Q1 2026, selling an estimated $2.4M and leaving 16,530 shares worth $5.82M. The position accounts for 0.32% of the portfolio, ranked #77.

WealthPlan Investment Management first reported a position in AMGN in Q1 2022 and has held it in 16 quarters since. The position peaked at $12.6M in Q3 2024. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • WealthPlan Investment Management held 16,530 shares of Amgen worth $5.82M as of Q1 2026.
  • WealthPlan Investment Management sold 6,723 Amgen shares in Q1 2026, an estimated $2.4M.
  • Amgen made up 0.32% of WealthPlan Investment Management's portfolio in Q1 2026, its #77 holding.
  • WealthPlan Investment Management first reported a position in Amgen in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Amgen position peaked at $12.6M in Q3 2024.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.