Birch Capital Management
AMGN icon

Birch Capital Management’s Amgen AMGN Stock Holding History

Birch 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
Q3 		$10.7M Sell
25,374
-211
-0.8% -$84.1K 5.02% 4
2026
Q2 		$9.26M Buy
25,585
+710
+3% +$243K 4.53% 5
2026
Q1 		$8.75M Buy
24,875
+149
+0.6% +$53.1K 4.59% 5
2025
Q4 		$8.09M Sell
24,726
-221
-0.9% -$70.1K 4.04% 5
2025
Q3 		$7.04M Buy
24,947
+616
+3% +$179K 3.59% 7
2025
Q2 		$6.79M Buy
24,331
+543
+2% +$154K 3.48% 7
2025
Q1 		$7.41M Buy
23,788
+2,045
+9% +$604K 3.85% 6
2024
Q4 		$5.67M Sell
21,743
-366
-2% -$109K 2.85% 10
2024
Q3 		$7.12M Buy
22,109
+968
+5% +$317K 3.48% 7
2024
Q2 		$6.61M Sell
21,141
-2,038
-9% -$599K 3.43% 5
2024
Q1 		$6.59M Buy
23,179
+783
+3% +$229K 3.42% 6
2023
Q4 		$6.45M Sell
22,396
-478
-2% -$130K 3.7% 6
2023
Q3 		$6.15M Sell
22,874
-1,794
-7% -$448K 3.89% 5
2023
Q2 		$5.48M Buy
24,668
+453
+2% +$105K 3.33% 8
2023
Q1 		$5.85M Buy
24,215
+263
+1% +$64.6K 3.77% 6
2022
Q4 		$6.29M Sell
23,952
-2
-0% -$536 4.33% 6
2022
Q3 		$5.4M Buy
23,954
+1,353
+6% +$328K 4.08% 8
2022
Q2 		$5.5M Buy
22,601
+203
+0.9% +$49.7K 3.92% 8
2022
Q1 		$5.42M Buy
22,398
+544
+2% +$125K 3.33% 10
2021
Q4 		$4.92M Sell
21,854
-1,289
-6% -$272K 2.95% 12
2021
Q3 		$4.92M Buy
23,143
+1,422
+7% +$327K 3.34% 11
2021
Q2 		$5.3M Buy
21,721
+708
+3% +$174K 3.59% 10
2021
Q1 		$5.23M Buy
21,013
+179
+0.9% +$42.7K 3.85% 8
2020
Q4 		$4.79M Buy
20,834
+2,354
+13% +$543K 3.65% 10
2020
Q3 		$4.7M Buy
18,480
+120
+0.7% +$29.7K 4.08% 6
2020
Q2 		$4.33M Buy
18,360
+83
+0.5% +$18.9K 4.06% 7
2020
Q1 		$3.7M Buy
18,277
+1,211
+7% +$265K 4.27% 7
2019
Q4 		$4.11M Buy
+17,066
New +$3.76M 4.03% 6

Other funds holding AMGN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Birch Capital Management's AMGN Position: Q3 2026 in Review

Birch Capital Management reduced its Amgen (AMGN) stake by 0.82% in Q3 2026, selling an estimated $84.1K and leaving 25,374 shares worth $10.7M. The position accounts for 5.02% of the portfolio, ranked #4.

Birch Capital Management first reported a position in AMGN in Q4 2019 and has held it in 28 quarters since. 2,911 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Birch Capital Management held 25,374 shares of Amgen worth $10.7M as of Q3 2026.
  • Birch Capital Management sold 211 Amgen shares in Q3 2026, an estimated $84.1K.
  • Amgen made up 5.02% of Birch Capital Management's portfolio in Q3 2026, its #4 holding.
  • Birch Capital Management first reported a position in Amgen in Q4 2019 and has held it in 28 quarters since.
  • 2,911 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.