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 Q2	$3.19M	Sell	8,800 -22	-0.2%	-$7.53K	0.32%	55
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisory Research's AMGN Position: Q2 2026 in Review

Advisory Research reduced its Amgen (AMGN) stake by 0.25% in Q2 2026, selling an estimated $7.53K and leaving 8,800 shares worth $3.19M. The position accounts for 0.32% of the portfolio, ranked #55.

Advisory Research first reported a position in AMGN in Q1 2014 and has held it in 15 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Advisory Research held 8,800 shares of Amgen worth $3.19M as of Q2 2026.
Advisory Research sold 22 Amgen shares in Q2 2026, an estimated $7.53K.
Amgen made up 0.32% of Advisory Research's portfolio in Q2 2026, its #55 holding.
Advisory Research first reported a position in Amgen in Q1 2014 and has held it in 15 quarters since.
3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.