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Cape Investment Advisory’s Amgen AMGN Stock Holding History

Cape Investment Advisory’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 		$228K Sell
631
-42
-6% -$14.4K 0.06% 214
2026
Q1 		$237K Sell
673
-22
-3% -$7.84K 0.08% 205
2025
Q4 		$227K Buy
695
+85
+14% +$27K 0.07% 196
2025
Q3 		$172K Sell
610
-26
-4% -$7.54K 0.17% 124
2025
Q2 		$178K Sell
636
-58
-8% -$16.4K 0.06% 196
2025
Q1 		$216K Sell
694
-41
-6% -$12.1K 0.09% 170
2024
Q4 		$192K Buy
735
+12
+2% +$3.56K 0.07% 175
2024
Q3 		$233K Sell
723
-1
-0.1% -$327 0.09% 157
2024
Q2 		$226K Sell
724
-17
-2% -$4.99K 0.1% 138
2024
Q1 		$211K Sell
741
-5
-0.7% -$1.46K 0.1% 139
2023
Q4 		$215K Buy
746
+35
+5% +$9.54K 0.11% 138
2023
Q3 		$191K Buy
711
+45
+7% +$11.2K 0.11% 140
2023
Q2 		$148K Buy
666
+36
+6% +$8.35K 0.08% 163
2023
Q1 		$152K Buy
+630
New +$155K 0.09% 150

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Cape Investment Advisory's AMGN Position: Q2 2026 in Review

Cape Investment Advisory reduced its Amgen (AMGN) stake by 6.2% in Q2 2026, selling an estimated $14.4K and leaving 631 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #214.

Cape Investment Advisory first reported a position in AMGN in Q1 2023 and has held it in 14 quarters since. The position peaked at $237K in Q1 2026. 1,372 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Cape Investment Advisory held 631 shares of Amgen worth $228K as of Q2 2026.
  • Cape Investment Advisory sold 42 Amgen shares in Q2 2026, an estimated $14.4K.
  • Amgen made up 0.06% of Cape Investment Advisory's portfolio in Q2 2026, its #214 holding.
  • Cape Investment Advisory first reported a position in Amgen in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Amgen position peaked at $237K in Q1 2026.
  • 1,372 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.