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Applied Finance Capital Management’s Amgen AMGN Stock Holding History

Applied Finance Capital 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 		$2.48M Sell
6,845
-2,188
-24% -$749K 0.18% 68
2026
Q1 		$3.18M Sell
9,033
-213
-2% -$75.9K 0.24% 61
2025
Q4 		$3.03M Buy
9,246
+3,069
+50% +$974K 0.22% 63
2025
Q3 		$1.74M Sell
6,177
-187
-3% -$54.2K 0.12% 70
2025
Q2 		$1.78M Sell
6,364
-2,578
-29% -$730K 0.12% 76
2025
Q1 		$2.79M Buy
8,942
+1,860
+26% +$549K 0.2% 60
2024
Q4 		$1.85M Buy
7,082
+227
+3% +$67.3K 0.08% 67
2024
Q3 		$2.21M Sell
6,855
-740
-10% -$242K 0.09% 61
2024
Q2 		$2.37M Buy
+7,595
New +$2.23M 0.11% 58

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Applied Finance Capital Management's AMGN Position: Q2 2026 in Review

Applied Finance Capital Management reduced its Amgen (AMGN) stake by 24% in Q2 2026, selling an estimated $749K and leaving 6,845 shares worth $2.48M. The position accounts for 0.18% of the portfolio, ranked #68.

Applied Finance Capital Management first reported a position in AMGN in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.18M in Q1 2026. 3,146 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Applied Finance Capital Management held 6,845 shares of Amgen worth $2.48M as of Q2 2026.
  • Applied Finance Capital Management sold 2,188 Amgen shares in Q2 2026, an estimated $749K.
  • Amgen made up 0.18% of Applied Finance Capital Management's portfolio in Q2 2026, its #68 holding.
  • Applied Finance Capital Management first reported a position in Amgen in Q2 2024 and has held it in 9 quarters since.
  • Applied Finance Capital Management's Amgen position peaked at $3.18M in Q1 2026.
  • 3,146 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.