AMIM
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Aull & Monroe Investment Management’s Amgen AMGN Stock Holding History

Aull & Monroe 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 		$3.44M Buy
9,494
+50
+0.5% +$17.1K 1.44% 22
2026
Q1 		$3.32M Hold
9,444
– – 1.54% 20
2025
Q4 		$3.09M Sell
9,444
-1
-0% -$317 1.55% 21
2025
Q3 		$2.67M Buy
9,445
+161
+2% +$46.7K 1.36% 27
2025
Q2 		$2.59M Sell
9,284
-1,130
-11% -$320K 1.39% 25
2025
Q1 		$3.24M Sell
10,414
-100
-1% -$29.5K 1.61% 22
2024
Q4 		$2.74M Sell
10,514
-490
-4% -$145K 1.4% 22
2024
Q3 		$3.55M Sell
11,004
-311
-3% -$102K 1.64% 20
2024
Q2 		$3.54M Sell
11,315
-675
-6% -$198K 1.73% 17
2024
Q1 		$3.41M Sell
11,990
-450
-4% -$132K 1.56% 23
2023
Q4 		$3.58M Sell
12,440
-224
-2% -$61K 1.77% 18
2023
Q3 		$3.4M Sell
12,664
-150
-1% -$37.4K 1.78% 18
2023
Q2 		$2.84M Hold
12,814
– – 1.43% 21
2023
Q1 		$3.1M Sell
12,814
-200
-2% -$49.1K 1.58% 19
2022
Q4 		$3.42M Sell
13,014
-490
-4% -$131K 1.7% 19
2022
Q3 		$3.04M Hold
13,504
– – 1.67% 20
2022
Q2 		$3.29M Sell
13,504
-110
-0.8% -$27K 1.66% 21
2022
Q1 		$3.29M Buy
13,614
+200
+1% +$46K 1.48% 23
2021
Q4 		$3.02M Sell
13,414
-250
-2% -$52.8K 1.35% 28
2021
Q3 		$2.9M Sell
13,664
-52
-0.4% -$12K 1.43% 24
2021
Q2 		$3.34M Hold
13,716
– – 1.59% 17
2021
Q1 		$3.41M Sell
13,716
-285
-2% -$68K 1.66% 16
2020
Q4 		$3.22M Buy
14,001
+296
+2% +$68.2K 1.71% 16
2020
Q3 		$3.48M Hold
13,705
– – 2.05% 13
2020
Q2 		$3.23M Sell
13,705
-700
-5% -$160K 2% 15
2020
Q1 		$2.92M Buy
14,405
+75
+0.5% +$16.4K 1.96% 14
2019
Q4 		$3.46M Sell
14,330
-100
-0.7% -$22K 1.75% 16
2019
Q3 		$2.79M Sell
14,430
-50
-0.3% -$9.6K 1.48% 20
2019
Q2 		$2.67M Buy
14,480
+555
+4% +$99.4K 1.42% 21
2019
Q1 		$2.65M Sell
13,925
-800
-5% -$153K 1.42% 20
2018
Q4 		$2.87M Sell
14,725
-582
-4% -$114K 1.64% 19
2018
Q3 		$3.17M Sell
15,307
-25
-0.2% -$4.93K 1.53% 18
2018
Q2 		$2.83M Buy
15,332
+2,075
+16% +$367K 1.45% 19
2018
Q1 		$2.26M Hold
13,257
– – 1.18% 28
2017
Q4 		$2.31M Sell
13,257
-400
-3% -$70.8K 1.16% 29
2017
Q3 		$2.55M Sell
13,657
-150
-1% -$26.6K 1.31% 24
2017
Q2 		$2.38M Hold
13,807
– – 1.27% 25
2017
Q1 		$2.27M Sell
13,807
-217
-2% -$36.1K 1.21% 25
2016
Q4 		$2.05M Buy
14,024
+75
+0.5% +$11.3K 1.15% 29
2016
Q3 		$2.33M Buy
13,949
+100
+0.7% +$16.9K 1.34% 25
2016
Q2 		$2.11M Buy
13,849
+32
+0.2% +$4.97K 1.21% 28
2016
Q1 		$2.07M Buy
13,817
+305
+2% +$45.3K 1.24% 26
2015
Q4 		$2.19M Hold
13,512
– – 1.36% 24
2015
Q3 		$1.87M Sell
13,512
-999
-7% -$157K 1.21% 30
2015
Q2 		$2.47M Sell
14,511
-978
-6% -$157K 1.45% 25
2015
Q1 		$2.48M Sell
15,489
-101
-0.6% -$15.9K 1.39% 27
2014
Q4 		$2.48M Sell
15,590
-1,000
-6% -$156K 1.35% 27
2014
Q3 		$2.33M Buy
16,590
+197
+1% +$25.7K 1.24% 28
2014
Q2 		$1.94M Buy
16,393
+1,825
+13% +$211K 1.04% 35
2014
Q1 		$1.8M Hold
14,568
– – 1.03% 38
2013
Q4 		$1.66M Hold
14,568
– – 0.97% 40
2013
Q3 		$1.63M Buy
14,568
+400
+3% +$43.4K 1.06% 36
2013
Q2 		$1.4M Buy
+14,168
New +$1.47M 0.94% 40

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Aull & Monroe Investment Management's AMGN Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Amgen (AMGN) stake by 0.53% in Q2 2026, buying an estimated $17.1K and bringing the position to 9,494 shares worth $3.44M. The position accounts for 1.44% of the portfolio, ranked #22.

Aull & Monroe Investment Management first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.58M in Q4 2023. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Aull & Monroe Investment Management held 9,494 shares of Amgen worth $3.44M as of Q2 2026.
  • Aull & Monroe Investment Management bought 50 Amgen shares in Q2 2026, an estimated $17.1K.
  • Amgen made up 1.44% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #22 holding.
  • Aull & Monroe Investment Management first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's Amgen position peaked at $3.58M in Q4 2023.
  • 1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.