ZF
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Zhang Financial’s Amgen AMGN Stock Holding History

Zhang Financial’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 		$7.43M Buy
21,120
+1,847
+10% +$658K 0.26% 57
2025
Q4 		$6.31M Buy
19,273
+1,915
+11% +$607K 0.24% 56
2025
Q3 		$4.9M Buy
17,358
+1,424
+9% +$413K 0.2% 63
2025
Q2 		$4.45M Sell
15,934
-401
-2% -$114K 0.21% 60
2025
Q1 		$5.09M Buy
16,335
+170
+1% +$50.2K 0.27% 52
2024
Q4 		$4.21M Buy
16,165
+915
+6% +$271K 0.24% 51
2024
Q3 		$4.91M Buy
15,250
+300
+2% +$98.1K 0.31% 46
2024
Q2 		$4.67M Buy
14,950
+161
+1% +$47.3K 0.33% 44
2024
Q1 		$4.2M Buy
14,789
+1,309
+10% +$383K 0.31% 46
2023
Q4 		$3.88M Buy
13,480
+617
+5% +$168K 0.33% 43
2023
Q3 		$3.46M Sell
12,863
-73
-0.6% -$18.2K 0.35% 42
2023
Q2 		$2.87M Buy
12,936
+645
+5% +$150K 0.29% 50
2023
Q1 		$2.97M Buy
12,291
+189
+2% +$46.4K 0.34% 47
2022
Q4 		$3.18M Buy
12,102
+977
+9% +$262K 0.41% 43
2022
Q3 		$2.51M Sell
11,125
-743
-6% -$180K 0.38% 46
2022
Q2 		$2.89M Buy
11,868
+1,365
+13% +$334K 0.46% 39
2022
Q1 		$2.54M Buy
10,503
+1,012
+11% +$233K 0.43% 40
2021
Q4 		$2.13M Buy
9,491
+7,993
+534% +$1.69M 0.38% 42
2021
Q3 		$319K Buy
1,498
+383
+34% +$88.2K 0.07% 123
2021
Q2 		$272K Buy
1,115
+59
+6% +$14.5K 0.07% 114
2021
Q1 		$263K Hold
1,056
– – 0.07% 108
2020
Q4 		$243K Buy
1,056
+29
+3% +$6.69K 0.07% 99
2020
Q3 		$261K Buy
+1,027
New +$254K 0.09% 83

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

Zhang Financial's AMGN Position: Q1 2026 in Review

Zhang Financial increased its Amgen (AMGN) stake by 9.6% in Q1 2026, buying an estimated $658K and bringing the position to 21,120 shares worth $7.43M. The position accounts for 0.26% of the portfolio, ranked #57.

Zhang Financial first reported a position in AMGN in Q3 2020 and has held it in 23 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Zhang Financial held 21,120 shares of Amgen worth $7.43M as of Q1 2026.
  • Zhang Financial bought 1,847 Amgen shares in Q1 2026, an estimated $658K.
  • Amgen made up 0.26% of Zhang Financial's portfolio in Q1 2026, its #57 holding.
  • Zhang Financial first reported a position in Amgen in Q3 2020 and has held it in 23 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.