Wharton Business Group’s Amgen AMGN Stock Holding History

Wharton Business Group’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	$413K	Hold	1,172	–	–	0.02%	104
2025 Q4	$384K	Hold	1,172	–	–	0.01%	107
2025 Q3	$331K	Hold	1,172	–	–	0.01%	116
2025 Q2	$327K	Sell	1,172 -4	-0.3%	-$1.13K	0.01%	113
2025 Q1	$366K	Hold	1,176	–	–	0.02%	108
2024 Q4	$306K	Hold	1,176	–	–	0.01%	116
2024 Q3	$379K	Hold	1,176	–	–	0.02%	110
2024 Q2	$367K	Buy	1,176 +52	+5%	+$15.3K	0.02%	106
2024 Q1	$320K	Hold	1,124	–	–	0.02%	112
2023 Q4	$324K	Hold	1,124	–	–	0.02%	109
2023 Q3	$302K	Hold	1,124	–	–	0.02%	116
2023 Q2	$250K	Buy	1,124 +1	+0.1%	+$232	0.02%	120
2023 Q1	$271K	Sell	1,123 -1	-0.1%	-$245	0.02%	123
2022 Q4	$295K	Sell	1,124 -204	-15%	-$54.7K	0.02%	116
2022 Q3	$299K	Hold	1,328	–	–	0.02%	111
2022 Q2	$323K	Hold	1,328	–	–	0.02%	105
2022 Q1	$321K	Hold	1,328	–	–	0.02%	108
2021 Q4	$299K	Buy	+1,328	New	+$280K	0.02%	109
2021 Q3	–	Sell	-1,312	Closed	-$320K	–	69
2021 Q2	$320K	Sell	1,312 -200	-13%	-$49.2K	0.03%	99
2021 Q1	$376K	Buy	1,512 +29	+2%	+$6.92K	0.03%	92
2020 Q4	$341K	Hold	1,483	–	–	0.03%	93
2020 Q3	$377K	Hold	1,483	–	–	0.03%	80
2020 Q2	$350K	Buy	1,483 +100	+7%	+$22.8K	0.03%	83
2020 Q1	$280K	Buy	1,383 +200	+17%	+$43.7K	0.03%	81
2019 Q4	$285K	Buy	+1,183	New	+$261K	0.03%	99

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

Wharton Business Group's AMGN Position: Q1 2026 in Review

Wharton Business Group held its Amgen (AMGN) position steady in Q1 2026 at 1,172 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #104.

Wharton Business Group first reported a position in AMGN in Q4 2019 and has held it in 25 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Wharton Business Group held 1,172 shares of Amgen worth $413K as of Q1 2026.
Wharton Business Group left its Amgen share count unchanged in Q1 2026.
Amgen made up 0.02% of Wharton Business Group's portfolio in Q1 2026, its #104 holding.
Wharton Business Group first reported a position in Amgen in Q4 2019 and has held it in 25 quarters since.
3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.