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Widmann Financial Services’s Amgen AMGN Stock Holding History

Widmann Financial Services’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 		$385K Buy
1,095
+170
+18% +$60.6K 0.23% 81
2025
Q4 		$303K Hold
925
– – 0.19% 93
2025
Q3 		$261K Hold
925
– – 0.16% 98
2025
Q2 		$258K Buy
925
+247
+36% +$70K 0.18% 97
2025
Q1 		$211K Buy
+678
New +$200K 0.16% 97
2022
Q1 		– Sell
-291
Closed -$65K – 101
2021
Q4 		$65K Buy
+291
New +$61.4K 0.05% 153

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

Widmann Financial Services's AMGN Position: Q1 2026 in Review

Widmann Financial Services increased its Amgen (AMGN) stake by 18% in Q1 2026, buying an estimated $60.6K and bringing the position to 1,095 shares worth $385K. The position accounts for 0.23% of the portfolio, ranked #81.

Widmann Financial Services first reported a position in AMGN in Q4 2021 and has held it in 6 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Widmann Financial Services held 1,095 shares of Amgen worth $385K as of Q1 2026.
  • Widmann Financial Services bought 170 Amgen shares in Q1 2026, an estimated $60.6K.
  • Amgen made up 0.23% of Widmann Financial Services's portfolio in Q1 2026, its #81 holding.
  • Widmann Financial Services first reported a position in Amgen in Q4 2021 and has held it in 6 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.