ZIG
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Zullo Investment Group’s Amgen AMGN Stock Holding History

Zullo Investment 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 		$426K Buy
1,210
+5
+0.4% +$1.78K 0.16% 101
2025
Q4 		$395K Sell
1,205
-123
-9% -$39K 0.14% 105
2025
Q3 		$375K Sell
1,328
-7
-0.5% -$2.03K 0.14% 108
2025
Q2 		$373K Sell
1,335
-27
-2% -$7.65K 0.15% 103
2025
Q1 		$424K Sell
1,362
-2
-0.1% -$591 0.18% 96
2024
Q4 		$356K Buy
1,364
+37
+3% +$11K 0.14% 105
2024
Q3 		$428K Sell
1,327
-24
-2% -$7.85K 0.18% 94
2024
Q2 		$422K Sell
1,351
-1
-0.1% -$294 0.19% 93
2024
Q1 		$384K Buy
1,352
+13
+1% +$3.8K 0.18% 101
2023
Q4 		$386K Sell
1,339
-35
-3% -$9.54K 0.2% 98
2023
Q3 		$369K Sell
1,374
-19
-1% -$4.74K 0.22% 94
2023
Q2 		$309K Buy
1,393
+18
+1% +$4.18K 0.18% 105
2023
Q1 		$333K Buy
1,375
+3
+0.2% +$736 0.21% 98
2022
Q4 		$360K Buy
1,372
+6
+0.4% +$1.61K 0.22% 89
2022
Q3 		$308K Buy
1,366
+42
+3% +$10.2K 0.2% 91
2022
Q2 		$322K Sell
1,324
-11
-0.8% -$2.7K 0.2% 94
2022
Q1 		$323K Buy
1,335
+3
+0.2% +$689 0.17% 112
2021
Q4 		$300K Buy
+1,332
New +$281K 0.15% 119

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

Zullo Investment Group's AMGN Position: Q1 2026 in Review

Zullo Investment Group increased its Amgen (AMGN) stake by 0.41% in Q1 2026, buying an estimated $1.78K and bringing the position to 1,210 shares worth $426K. The position accounts for 0.16% of the portfolio, ranked #101.

Zullo Investment Group first reported a position in AMGN in Q4 2021 and has held it in 18 quarters since. The position peaked at $428K in Q3 2024. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Zullo Investment Group held 1,210 shares of Amgen worth $426K as of Q1 2026.
  • Zullo Investment Group bought 5 Amgen shares in Q1 2026, an estimated $1.78K.
  • Amgen made up 0.16% of Zullo Investment Group's portfolio in Q1 2026, its #101 holding.
  • Zullo Investment Group first reported a position in Amgen in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's Amgen position peaked at $428K in Q3 2024.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.