Advisory Research’s Amgen AMGN Stock Holding History

Advisory Research’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	$3.1M	Sell	8,822 -677	-7%	-$241K	0.38%	55
2025 Q4	$3.11M	Buy	9,499 +55	+0.6%	+$17.4K	0.39%	51
2025 Q3	$2.67M	Buy	+9,444	New	+$2.74M	0.35%	64
2023 Q4	–	Sell	-1,313	Closed	-$353K	–	341
2023 Q3	$353K	Sell	1,313 -119	-8%	-$29.7K	0.05%	341
2023 Q2	$318K	Buy	+1,432	New	+$332K	0.04%	367
2021 Q1	–	Sell	-6,487	Closed	-$1.49M	–	340
2020 Q4	$1.49M	Sell	6,487 -562	-8%	-$130K	0.11%	151
2020 Q3	$1.79M	Sell	7,049 -1,082	-13%	-$268K	0.17%	111
2020 Q2	$1.92M	Sell	8,131 -1,621	-17%	-$370K	0.17%	113
2020 Q1	$1.98M	Buy	9,752 +313	+3%	+$68.4K	0.14%	86
2019 Q4	$2.27M	Sell	9,439 -559	-6%	-$123K	0.1%	115
2019 Q3	$1.94M	Sell	9,998 -136	-1%	-$26.1K	0.09%	125
2019 Q2	$1.87M	Buy	+10,134	New	+$1.81M	0.04%	201
2017 Q3	–	Sell	-2,773	Closed	-$478K	–	429
2017 Q2	$478K	Buy	+2,773	New	+$451K	0.01%	367
2014 Q2	–	Sell	-857	Closed	-$106K	–	342
2014 Q1	$106K	Buy	+857	New	+$104K	﹤0.01%	340

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Advisory Research's AMGN Position: Q1 2026 in Review

Advisory Research reduced its Amgen (AMGN) stake by 7.1% in Q1 2026, selling an estimated $241K and leaving 8,822 shares worth $3.1M. The position accounts for 0.38% of the portfolio, ranked #55.

Advisory Research first reported a position in AMGN in Q1 2014 and has held it in 14 quarters since. The position peaked at $3.11M in Q4 2025. 3,130 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Advisory Research held 8,822 shares of Amgen worth $3.1M as of Q1 2026.
Advisory Research sold 677 Amgen shares in Q1 2026, an estimated $241K.
Amgen made up 0.38% of Advisory Research's portfolio in Q1 2026, its #55 holding.
Advisory Research first reported a position in Amgen in Q1 2014 and has held it in 14 quarters since.
Advisory Research's Amgen position peaked at $3.11M in Q4 2025.
3,130 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.