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Caldwell Sutter Capital’s Amgen AMGN Stock Holding History

Caldwell Sutter Capital’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 		$592K Sell
1,636
-43
-3% -$14.7K 0.22% 108
2026
Q1 		$591K Sell
1,679
-85
-5% -$30.3K 0.24% 102
2025
Q4 		$577K Buy
1,764
+3
+0.2% +$952 0.24% 103
2025
Q3 		$497K Buy
1,761
+43
+3% +$12.5K 0.21% 117
2025
Q2 		$480K Buy
1,718
+25
+1% +$7.08K 0.22% 115
2025
Q1 		$527K Sell
1,693
-87
-5% -$25.7K 0.25% 109
2024
Q4 		$464K Sell
1,780
-1
-0.1% -$297 0.22% 117
2024
Q3 		$574K Sell
1,781
-67
-4% -$21.9K 0.27% 101
2024
Q2 		$577K Sell
1,848
-104
-5% -$30.6K 0.29% 96
2024
Q1 		$555K Sell
1,952
-82
-4% -$24K 0.27% 100
2023
Q4 		$586K Buy
2,034
+16
+0.8% +$4.36K 0.3% 96
2023
Q3 		$542K Sell
2,018
-27
-1% -$6.74K 0.3% 91
2023
Q2 		$454K Buy
2,045
+1,183
+137% +$275K 0.24% 105
2023
Q1 		$208K Buy
+862
New +$212K 0.15% 117

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

Caldwell Sutter Capital's AMGN Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Amgen (AMGN) stake by 2.6% in Q2 2026, selling an estimated $14.7K and leaving 1,636 shares worth $592K. The position accounts for 0.22% of the portfolio, ranked #108.

Caldwell Sutter Capital first reported a position in AMGN in Q1 2023 and has held it in 14 quarters since. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Caldwell Sutter Capital held 1,636 shares of Amgen worth $592K as of Q2 2026.
  • Caldwell Sutter Capital sold 43 Amgen shares in Q2 2026, an estimated $14.7K.
  • Amgen made up 0.22% of Caldwell Sutter Capital's portfolio in Q2 2026, its #108 holding.
  • Caldwell Sutter Capital first reported a position in Amgen in Q1 2023 and has held it in 14 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.