Caldwell Sutter Capital
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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
Q3 		$672K Sell
1,594
-42
-3% -$16.7K 0.25% 100
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Caldwell Sutter Capital's AMGN Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its Amgen (AMGN) stake by 2.6% in Q3 2026, selling an estimated $16.7K and leaving 1,594 shares worth $672K. The position accounts for 0.25% of the portfolio, ranked #100.

Caldwell Sutter Capital first reported a position in AMGN in Q1 2023 and has held it in 15 quarters since. 2,250 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Caldwell Sutter Capital held 1,594 shares of Amgen worth $672K as of Q3 2026.
  • Caldwell Sutter Capital sold 42 Amgen shares in Q3 2026, an estimated $16.7K.
  • Amgen made up 0.25% of Caldwell Sutter Capital's portfolio in Q3 2026, its #100 holding.
  • Caldwell Sutter Capital first reported a position in Amgen in Q1 2023 and has held it in 15 quarters since.
  • 2,250 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.