WealthTrust Axiom’s Amgen AMGN Stock Holding History

WealthTrust Axiom’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	$1.81M	Hold	5,149	–	–	0.45%	52
2025 Q4	$1.69M	Buy	5,149 +33	+0.6%	+$10.5K	0.43%	52
2025 Q3	$1.44M	Buy	5,116 +161	+3%	+$46.7K	0.39%	61
2025 Q2	$1.38M	Buy	4,955 +55	+1%	+$15.6K	0.41%	57
2025 Q1	$1.53M	Buy	4,900 +66	+1%	+$19.5K	0.46%	49
2024 Q4	$1.26M	Buy	4,834 +15	+0.3%	+$4.45K	0.38%	56
2024 Q3	$1.55M	Buy	4,819 +96	+2%	+$31.4K	0.46%	49
2024 Q2	$1.48M	Hold	4,723	–	–	0.49%	48
2024 Q1	$1.34M	Sell	4,723 -70	-1%	-$20.5K	0.43%	55
2023 Q4	$1.38M	Buy	4,793 +284	+6%	+$77.4K	0.46%	54
2023 Q3	$1.21M	Sell	4,509 -426	-9%	-$106K	0.44%	56
2023 Q2	$1.1M	Hold	4,935	–	–	0.36%	61
2023 Q1	$1.19M	Sell	4,935 -3	-0.1%	-$736	0.41%	56
2022 Q4	$1.3M	Sell	4,938 -1	-0%	-$268	0.45%	55
2022 Q3	$1.11M	Hold	4,939	–	–	0.42%	58
2022 Q2	$1.2M	Hold	4,939	–	–	0.43%	56
2022 Q1	$1.19M	Sell	4,939 -225	-4%	-$51.7K	0.37%	64
2021 Q4	$1.16M	Sell	5,164 -50	-1%	-$10.6K	0.37%	64
2021 Q3	$1.11M	Hold	5,214	–	–	0.38%	65
2021 Q2	$1.27M	Hold	5,214	–	–	0.41%	61
2021 Q1	$1.3M	Sell	5,214 -200	-4%	-$47.7K	0.44%	60
2020 Q4	$1.24M	Buy	5,414 +102	+2%	+$23.5K	0.45%	56
2020 Q3	$1.35M	Buy	5,312 +2,081	+64%	+$516K	0.58%	44
2020 Q2	$762K	Hold	3,231	–	–	0.34%	68
2020 Q1	$654K	Sell	3,231 -149	-4%	-$32.5K	0.32%	72
2019 Q4	$814K	Hold	3,380	–	–	0.27%	87
2019 Q3	$654K	Hold	3,380	–	–	0.23%	97
2019 Q2	$622K	Hold	3,380	–	–	0.22%	100
2019 Q1	$642K	Hold	3,380	–	–	0.23%	97
2018 Q4	$657K	Hold	3,380	–	–	0.27%	91
2018 Q3	$700K	Buy	3,380 +500	+17%	+$98.5K	0.24%	96
2018 Q2	$531K	Buy	2,880 +125	+5%	+$22.1K	0.19%	111
2018 Q1	$469K	Buy	2,755 +500	+22%	+$91.8K	0.17%	118
2017 Q4	$392K	Hold	2,255	–	–	0.15%	127
2017 Q3	$420K	Buy	2,255 +200	+10%	+$35.4K	0.16%	120
2017 Q2	$353K	Buy	2,055 +350	+21%	+$56.9K	0.13%	139
2017 Q1	$279K	Hold	1,705	–	–	0.1%	170
2016 Q4	$249K	Hold	1,705	–	–	0.09%	175
2016 Q3	$284K	Hold	1,705	–	–	0.11%	157
2016 Q2	$259K	Hold	1,705	–	–	0.1%	164
2016 Q1	$255K	Hold	1,705	–	–	0.1%	154
2015 Q4	$276K	Hold	1,705	–	–	0.11%	148
2015 Q3	$235K	Hold	1,705	–	–	0.1%	161
2015 Q2	$261K	Buy	+1,705	New	+$273K	0.1%	166

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

WealthTrust Axiom's AMGN Position: Q1 2026 in Review

WealthTrust Axiom held its Amgen (AMGN) position steady in Q1 2026 at 5,149 shares worth $1.81M. The position accounts for 0.45% of the portfolio, ranked #52.

WealthTrust Axiom first reported a position in AMGN in Q2 2015 and has held it in 44 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

WealthTrust Axiom held 5,149 shares of Amgen worth $1.81M as of Q1 2026.
WealthTrust Axiom left its Amgen share count unchanged in Q1 2026.
Amgen made up 0.45% of WealthTrust Axiom's portfolio in Q1 2026, its #52 holding.
WealthTrust Axiom first reported a position in Amgen in Q2 2015 and has held it in 44 quarters since.
3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.