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Agate Pass Investment Management’s Amgen AMGN Stock Holding History

Agate Pass Investment Management’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 		$1.23M Sell
3,394
-289
-8% -$98.9K 0.45% 58
2026
Q1 		$1.3M Sell
3,683
-30
-0.8% -$10.7K 0.51% 53
2025
Q4 		$1.22M Buy
3,713
+17
+0.5% +$5.39K 0.45% 55
2025
Q3 		$1.04M Buy
3,696
+76
+2% +$22K 0.4% 64
2025
Q2 		$1.01M Buy
3,620
+20
+0.6% +$5.67K 0.42% 64
2025
Q1 		$1.12M Sell
3,600
-175
-5% -$51.7K 0.48% 61
2024
Q4 		$984K Sell
3,775
-50
-1% -$14.8K 0.44% 60
2024
Q3 		$1.23M Sell
3,825
-5
-0.1% -$1.64K 0.62% 51
2024
Q2 		$1.2M Sell
3,830
-40
-1% -$11.8K 0.64% 48
2024
Q1 		$1.1M Buy
3,870
+40
+1% +$11.7K 0.59% 50
2023
Q4 		$1.1M Buy
3,830
+200
+6% +$54.5K 0.64% 47
2023
Q3 		$976K Sell
3,630
-158
-4% -$39.4K 0.66% 43
2023
Q2 		$841K Buy
3,788
+220
+6% +$51K 0.51% 53
2023
Q1 		$863K Sell
3,568
-1,372
-28% -$337K 0.56% 50
2022
Q4 		$1.3M Sell
4,940
-257
-5% -$68.9K 0.92% 37
2022
Q3 		$1.17M Sell
5,197
-112
-2% -$27.1K 0.89% 35
2022
Q2 		$1.29M Buy
5,309
+155
+3% +$38K 0.91% 36
2022
Q1 		$1.25M Buy
5,154
+466
+10% +$107K 0.78% 41
2021
Q4 		$1.05M Buy
+4,688
New +$989K 0.66% 44

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Agate Pass Investment Management's AMGN Position: Q2 2026 in Review

Agate Pass Investment Management reduced its Amgen (AMGN) stake by 7.8% in Q2 2026, selling an estimated $98.9K and leaving 3,394 shares worth $1.23M. The position accounts for 0.45% of the portfolio, ranked #58.

Agate Pass Investment Management first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q4 2022. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Agate Pass Investment Management held 3,394 shares of Amgen worth $1.23M as of Q2 2026.
  • Agate Pass Investment Management sold 289 Amgen shares in Q2 2026, an estimated $98.9K.
  • Amgen made up 0.45% of Agate Pass Investment Management's portfolio in Q2 2026, its #58 holding.
  • Agate Pass Investment Management first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • Agate Pass Investment Management's Amgen position peaked at $1.3M in Q4 2022.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.