WFAG
AMGN icon

Worth Financial Advisory Group’s Amgen AMGN Stock Holding History

Worth Financial Advisory 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 		– Sell
-1,844
Closed -$604K – 52
2025
Q4 		$604K Buy
1,844
+552
+43% +$175K 0.29% 81
2025
Q3 		$365K Buy
1,292
+17
+1% +$4.93K 0.2% 107
2025
Q2 		$356K Sell
1,275
-7
-0.5% -$1.98K 0.22% 102
2025
Q1 		$399K Sell
1,282
-1,957
-60% -$578K 0.25% 97
2024
Q4 		$844K Sell
3,239
-137
-4% -$40.6K 0.52% 48
2024
Q3 		$1.09M Buy
3,376
+96
+3% +$31.4K 0.64% 35
2024
Q2 		$1.02M Buy
3,280
+197
+6% +$57.9K 0.67% 35
2024
Q1 		$877K Buy
3,083
+34
+1% +$9.95K 0.61% 43
2023
Q4 		$878K Sell
3,049
-40
-1% -$10.9K 0.7% 36
2023
Q3 		$830K Buy
3,089
+626
+25% +$156K 0.75% 33
2023
Q2 		$547K Buy
2,463
+1,267
+106% +$294K 0.51% 56
2023
Q1 		$289K Sell
1,196
-102
-8% -$25K 0.28% 89
2022
Q4 		$341K Buy
+1,298
New +$348K 0.4% 68

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

Worth Financial Advisory Group's AMGN Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Amgen (AMGN) in Q1 2026, closing a stake of 1,844 shares — an estimated $604K sold.

Worth Financial Advisory Group first reported a position in AMGN in Q4 2022 and held it in 13 quarters. The position peaked at $1.09M in Q3 2024. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Amgen position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 1,844 Amgen shares in Q1 2026, an estimated $604K.
  • Worth Financial Advisory Group first reported a position in Amgen in Q4 2022 and held it in 13 quarters.
  • Worth Financial Advisory Group's Amgen position peaked at $1.09M in Q3 2024.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.