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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
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 		$5.29M 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 		$3.71M 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

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
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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Birch Capital Management's AMGN Position: Q2 2026 in Review

Birch Capital Management increased its Amgen (AMGN) stake by 2.9% in Q2 2026, buying an estimated $243K and bringing the position to 25,585 shares worth $9.26M. The position accounts for 4.53% of the portfolio, ranked #5.

Birch Capital Management first reported a position in AMGN in Q4 2019 and has held it in 27 quarters since. 1,264 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Birch Capital Management held 25,585 shares of Amgen worth $9.26M as of Q2 2026.
  • Birch Capital Management bought 710 Amgen shares in Q2 2026, an estimated $243K.
  • Amgen made up 4.53% of Birch Capital Management's portfolio in Q2 2026, its #5 holding.
  • Birch Capital Management first reported a position in Amgen in Q4 2019 and has held it in 27 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.