Capital Advisors Ltd’s Amgen AMGN Stock Holding History

Capital Advisors Ltd’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	$1.09M	Sell	2,998 -18	-0.6%	-$6.16K	0.11%	124
2026 Q1	$1.06M	Sell	3,016 -588	-16%	-$210K	0.12%	117
2025 Q4	$1.18M	Sell	3,604 -78	-2%	-$24.7K	0.13%	102
2025 Q3	$1.04M	Buy	3,682 +1,492	+68%	+$433K	0.12%	106
2025 Q2	$611K	Sell	2,190 -90	-4%	-$25.5K	0.08%	144
2025 Q1	$710K	Buy	2,280 +144	+7%	+$42.5K	0.09%	131
2024 Q4	$557K	Sell	2,136 -44	-2%	-$13.1K	0.07%	147
2024 Q3	$702K	Buy	2,180 +5	+0.2%	+$1.64K	0.09%	129
2024 Q2	$680K	Buy	2,175 +77	+4%	+$22.6K	0.09%	127
2024 Q1	$597K	Buy	2,098 +18	+0.9%	+$5.27K	0.08%	138
2023 Q4	$599K	Buy	2,080 +3	+0.1%	+$817	0.08%	131
2023 Q3	$558K	Buy	2,077 +55	+3%	+$13.7K	0.09%	135
2023 Q2	$449K	Buy	2,022 +225	+13%	+$52.2K	0.07%	162
2023 Q1	$434K	Sell	1,797 -163	-8%	-$40K	0.07%	149
2022 Q4	$451K	Sell	1,960 -544	-22%	-$146K	0.08%	146
2022 Q3	$564K	Sell	2,504 -15	-0.6%	-$3.64K	0.11%	113
2022 Q2	$613K	Buy	2,519 +19	+0.8%	+$4.66K	0.11%	110
2022 Q1	$605K	Buy	2,500 +5	+0.2%	+$1.15K	0.1%	117
2021 Q4	$561K	Sell	2,495 -175	-7%	-$36.9K	0.09%	120
2021 Q3	$568K	Buy	2,670 +313	+13%	+$72K	0.1%	104
2021 Q2	$575K	Buy	2,357 +804	+52%	+$198K	0.1%	101
2021 Q1	$386K	Buy	1,553 +5	+0.3%	+$1.19K	0.07%	117
2020 Q4	$356K	Buy	1,548 +4	+0.3%	+$922	0.08%	118
2020 Q3	$392K	Buy	1,544 +4	+0.3%	+$991	0.1%	110
2020 Q2	$363K	Sell	1,540 -463	-23%	-$106K	0.1%	113
2020 Q1	$406K	Buy	2,003 +8	+0.4%	+$1.75K	0.13%	95
2019 Q4	$481K	Buy	1,995 +6	+0.3%	+$1.32K	0.12%	90
2019 Q3	$385K	Buy	1,989 +8	+0.4%	+$1.54K	0.11%	98
2019 Q2	$365K	Buy	1,981 +91	+5%	+$16.3K	0.1%	100
2019 Q1	$359K	Hold	1,890	–	–	0.1%	108
2018 Q4	$368K	Buy	1,890 +7	+0.4%	+$1.37K	0.11%	107
2018 Q3	$390K	Buy	1,883 +753	+67%	+$148K	0.11%	101
2018 Q2	$209K	Buy	1,130 +8	+0.7%	+$1.42K	0.07%	121
2018 Q1	$191K	Buy	1,122 +7	+0.6%	+$1.28K	0.06%	130
2017 Q4	$194K	Buy	1,115 +6	+0.5%	+$1.06K	0.06%	124
2017 Q3	$207K	Buy	1,109 +6	+0.5%	+$1.06K	0.07%	112
2017 Q2	$190K	Buy	1,103 +7	+0.6%	+$1.14K	0.07%	116
2017 Q1	$180K	Sell	1,096 -29	-3%	-$4.82K	0.07%	118
2016 Q4	$164K	Buy	1,125 +42	+4%	+$6.32K	0.07%	117
2016 Q3	$181K	Buy	1,083 +5	+0.5%	+$846	0.08%	110
2016 Q2	$164K	Buy	1,078 +6	+0.6%	+$933	0.08%	113
2016 Q1	$161K	Buy	1,072 +7	+0.7%	+$1.04K	0.08%	108
2015 Q4	$173K	Buy	1,065 +4	+0.4%	+$629	0.09%	107
2015 Q3	$147K	Buy	1,061 +5	+0.5%	+$788	0.08%	113
2015 Q2	$162K	Buy	1,056 +5	+0.5%	+$801	0.08%	111
2015 Q1	$168K	Buy	1,051 +4	+0.4%	+$630	0.09%	107
2014 Q4	$167K	Buy	1,047 +4	+0.4%	+$623	0.09%	102
2014 Q3	$146K	Buy	1,043 +4	+0.4%	+$522	0.08%	113
2014 Q2	$123K	Buy	1,039 +4	+0.4%	+$463	0.07%	125
2014 Q1	$128K	Buy	1,035 +5	+0.5%	+$606	0.08%	122
2013 Q4	$118K	Buy	+1,030	New	+$117K	0.08%	104

Other funds holding AMGN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Capital Advisors Ltd reduced its Amgen (AMGN) stake by 0.6% in Q2 2026, selling an estimated $6.16K and leaving 2,998 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #124.

Capital Advisors Ltd first reported a position in AMGN in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.18M in Q4 2025. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Capital Advisors Ltd held 2,998 shares of Amgen worth $1.09M as of Q2 2026.
Capital Advisors Ltd sold 18 Amgen shares in Q2 2026, an estimated $6.16K.
Amgen made up 0.11% of Capital Advisors Ltd's portfolio in Q2 2026, its #124 holding.
Capital Advisors Ltd first reported a position in Amgen in Q4 2013 and has held it in 51 quarters since.
Capital Advisors Ltd's Amgen position peaked at $1.18M in Q4 2025.
1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.