CAI
AMGN icon

Capital Advisors Inc’s Amgen AMGN Stock Holding History

Capital Advisors Inc’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 		$817K Buy
2,255
+2
+0.1% +$685 0.01% 181
2026
Q1 		$793K Buy
2,253
+122
+6% +$43.5K 0.01% 180
2025
Q4 		$698K Buy
2,131
+7
+0.3% +$2.22K 0.01% 183
2025
Q3 		$599K Sell
2,124
-7
-0.3% -$2.03K 0.01% 190
2025
Q2 		$595K Buy
2,131
+4
+0.2% +$1.13K 0.01% 189
2025
Q1 		$663K Sell
2,127
-277
-12% -$81.8K 0.01% 170
2024
Q4 		$627K Buy
2,404
+278
+13% +$82.5K 0.01% 181
2024
Q3 		$685K Sell
2,126
-439
-17% -$144K 0.01% 173
2024
Q2 		$801K Buy
2,565
+67
+3% +$19.7K 0.02% 159
2024
Q1 		$710K Buy
2,498
+2
+0.1% +$585 0.02% 170
2023
Q4 		$719K Sell
2,496
-440
-15% -$120K 0.02% 178
2023
Q3 		$789K Sell
2,936
-807
-22% -$201K 0.02% 144
2023
Q2 		$831K Buy
3,743
+674
+22% +$156K 0.02% 148
2023
Q1 		$742K Sell
3,069
-199
-6% -$48.8K 0.02% 151
2022
Q4 		$858K Sell
3,268
-1,549
-32% -$415K 0.02% 146
2022
Q3 		$1.21M Buy
4,817
+60
+1% +$14.5K 0.04% 119
2022
Q2 		$1.16M Buy
4,757
+74
+2% +$18.1K 0.03% 120
2022
Q1 		$1.13M Buy
4,683
+522
+13% +$120K 0.03% 119
2021
Q4 		$936K Sell
4,161
-3
-0.1% -$633 0.03% 130
2021
Q3 		$885K Buy
4,164
+2,096
+101% +$482K 0.03% 129
2021
Q2 		$504K Sell
2,068
-20
-1% -$4.92K 0.02% 166
2021
Q1 		$519K Buy
2,088
+970
+87% +$231K 0.02% 152
2020
Q4 		$257K Buy
1,118
+205
+22% +$47.3K 0.01% 179
2020
Q3 		$232K Buy
+913
New +$226K 0.01% 175
2019
Q1 		– Sell
-1,609
Closed -$313K – 134
2018
Q4 		$313K Buy
1,609
+200
+14% +$39K 0.02% 149
2018
Q3 		$292K Hold
1,409
– – 0.02% 151
2018
Q2 		$260K Sell
1,409
-50
-3% -$8.84K 0.02% 158
2018
Q1 		$249K Sell
1,459
-13
-0.9% -$2.39K 0.01% 166
2017
Q4 		$256K Buy
1,472
+56
+4% +$9.91K 0.02% 174
2017
Q3 		$264K Sell
1,416
-350
-20% -$62K 0.02% 164
2017
Q2 		$304K Sell
1,766
-76,582
-98% -$12.5M 0.02% 159
2017
Q1 		$12.9M Buy
78,348
+3,084
+4% +$512K 0.84% 37
2016
Q4 		$11M Buy
75,264
+3,225
+4% +$485K 0.77% 39
2016
Q3 		$12M Sell
72,039
-280
-0.4% -$47.3K 1.8% 13
2016
Q2 		$11M Buy
72,319
+2,442
+3% +$380K 1.7% 13
2016
Q1 		$10.5M Buy
69,877
+1,936
+3% +$288K 1.71% 12
2015
Q4 		$11M Buy
67,941
+1,271
+2% +$200K 1.93% 10
2015
Q3 		$9.22M Buy
66,670
+1,463
+2% +$231K 1.66% 15
2015
Q2 		$10M Buy
65,207
+1,660
+3% +$266K 1.72% 17
2015
Q1 		$10.2M Buy
63,547
+1,885
+3% +$297K 1.25% 19
2014
Q4 		$9.82M Sell
61,662
-850
-1% -$132K 1.82% 13
2014
Q3 		$8.78M Sell
62,512
-1,762
-3% -$230K 1.8% 16
2014
Q2 		$7.61M Buy
64,274
+1,340
+2% +$155K 1.47% 24
2014
Q1 		$7.76M Buy
62,934
+105
+0.2% +$12.7K 1.69% 16
2013
Q4 		$7.17M Sell
62,829
-70
-0.1% -$7.96K 1.58% 22
2013
Q3 		$7.04M Buy
62,899
+1,180
+2% +$128K 1.69% 19
2013
Q2 		$6.09M Buy
+61,719
New +$6.4M 1.64% 22

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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

Capital Advisors Inc's AMGN Position: Q2 2026 in Review

Capital Advisors Inc increased its Amgen (AMGN) stake by 0.09% in Q2 2026, buying an estimated $685 and bringing the position to 2,255 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #181.

Capital Advisors Inc first reported a position in AMGN in Q2 2013 and has held it in 47 quarters since. The position peaked at $12.9M in Q1 2017. 1,404 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Capital Advisors Inc held 2,255 shares of Amgen worth $817K as of Q2 2026.
  • Capital Advisors Inc bought 2 Amgen shares in Q2 2026, an estimated $685.
  • Amgen made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #181 holding.
  • Capital Advisors Inc first reported a position in Amgen in Q2 2013 and has held it in 47 quarters since.
  • Capital Advisors Inc's Amgen position peaked at $12.9M in Q1 2017.
  • 1,404 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.