Amgen (AMGN) Stock Concentration Calculator
Calculator · free · no signup · AMGNQuantify Amgen concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
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Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Amgen
Amgen (AMGN) is a public Pharma/Biotech company, incorporated in Delaware and headquartered in Thousand Oaks, CA.
Last close: $421.51 per share (as of 2026-10-01).
Equity grants at Amgen typically include restricted stock units (RSUs).
Amgen Inc. is an American multinational biopharmaceutical company headquartered in Thousand Oaks, California. The company is ranked 18th on the list of largest biomedical companies by revenue. The name "AMGen" is a portmanteau of the company's original name, Applied Molecular Genetics.
Source: Wikipedia (CC BY-SA 4.0)
Amgen was incorporated in Thousand Oaks, California on April 8, 1980, with George Rathmann as its first CEO and UCLA molecular biologist Winston Salser among its scientific founders. The company develops and manufactures biologic drugs (medicines produced from living cells rather than synthesized chemicals), including Repatha for cholesterol and Prolia for osteoporosis. Its 2023 acquisition of Horizon Therapeutics for $27.8 billion added rare-disease treatments Tepezza and Krystexxa, which combined for roughly $3 billion in 2025 revenue. Full-year 2025 product sales reached $35.1 billion, reported in Amgen's Q4 2025 results released February 2026.
Sources: amgen.com · amgen.com · stocktitan.net
Equity comp at Amgen
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Amgen.
If a meaningful share of your net worth sits in AMGN, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with AMGN's option-implied volatility.
Example: 5,000 AMGN shares at $421.51 is a $2,107,550 position. A 30% drawdown costs $632,265; a 50% drawdown costs $1,053,775; a 70% drawdown costs $1,475,285. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using AMGN's option-implied volatility and your cost basis.
All Amgen tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Amgen equity questions
- How much AMGN stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your AMGN position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Amgen grant ISOs, NSOs, or RSUs?
- Equity compensation at Amgen typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Amgen RSUs use double-trigger vesting?
- No. Amgen restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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OptionsAhoy plans your Amgen equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.