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Wealthspire Advisors (New York)’s Amgen AMGN Stock Holding History

Wealthspire Advisors (New York)’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 		$3.25M Sell
9,233
-2,524
-21% -$900K 0.03% 212
2025
Q4 		$3.85M Buy
11,757
+4,158
+55% +$1.32M 0.03% 187
2025
Q3 		$2.14M Sell
7,599
-617
-8% -$179K 0.01% 264
2025
Q2 		$2.29M Sell
8,216
-12
-0.1% -$3.4K 0.01% 263
2025
Q1 		$2.56M Sell
8,228
-113
-1% -$33.4K 0.02% 238
2024
Q4 		$2.17M Sell
8,341
-328
-4% -$97.3K 0.02% 236
2024
Q3 		$2.79M Buy
8,669
+262
+3% +$85.7K 0.03% 204
2024
Q2 		$2.63M Sell
8,407
-103
-1% -$30.3K 0.03% 170
2024
Q1 		$2.42M Sell
8,510
-407
-5% -$119K 0.03% 175
2023
Q4 		$2.57M Sell
8,917
-195
-2% -$53.1K 0.04% 161
2023
Q3 		$2.45M Buy
9,112
+5,326
+141% +$1.33M 0.04% 149
2023
Q2 		$841K Sell
3,786
-420
-10% -$97.5K 0.01% 280
2023
Q1 		$1.02M Sell
4,206
-1,807
-30% -$444K 0.02% 237
2022
Q4 		$1.58M Buy
6,013
+1,956
+48% +$524K 0.03% 187
2022
Q3 		$914K Sell
4,057
-316
-7% -$76.6K 0.02% 240
2022
Q2 		$1.06M Buy
4,373
+1,723
+65% +$422K 0.02% 207
2022
Q1 		$641K Sell
2,650
-3,203
-55% -$736K 0.01% 234
2021
Q4 		$1.32M Buy
5,853
+743
+15% +$157K 0.03% 191
2021
Q3 		$1.09M Buy
5,110
+3,265
+177% +$751K 0.02% 235
2021
Q2 		$450K Sell
1,845
-8,571
-82% -$2.11M 0.01% 237
2021
Q1 		$2.59M Buy
10,416
+2,718
+35% +$649K 0.06% 144
2020
Q4 		$1.77M Buy
7,698
+2,889
+60% +$666K 0.05% 145
2020
Q3 		$1.22M Buy
4,809
+319
+7% +$79K 0.07% 114
2020
Q2 		$1.06M Sell
4,490
-8,494
-65% -$1.94M 0.07% 102
2020
Q1 		$2.63M Buy
12,984
+10,858
+511% +$2.37M 0.11% 104
2019
Q4 		$512K Buy
2,126
+473
+29% +$104K 0.04% 103
2019
Q3 		$320K Buy
+1,653
New +$317K 0.03% 110
2019
Q1 		– Sell
-469
Closed -$91K – 83
2018
Q4 		$91K Buy
+469
New +$91.5K 0.01% 117

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

Wealthspire Advisors (New York)'s AMGN Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Amgen (AMGN) stake by 21% in Q1 2026, selling an estimated $900K and leaving 9,233 shares worth $3.25M. The position accounts for 0.03% of the portfolio, ranked #212.

Wealthspire Advisors (New York) first reported a position in AMGN in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.85M in Q4 2025. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Wealthspire Advisors (New York) held 9,233 shares of Amgen worth $3.25M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,524 Amgen shares in Q1 2026, an estimated $900K.
  • Amgen made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #212 holding.
  • Wealthspire Advisors (New York) first reported a position in Amgen in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Amgen position peaked at $3.85M in Q4 2025.
  • 3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.