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Capital Investment Advisors’s Amgen AMGN Stock Holding History

Capital Investment Advisors’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
Q1 		$11.1M Buy
31,596
+732
+2% +$261K 0.16% 110
2025
Q4 		$10.1M Sell
30,864
-295
-0.9% -$93.6K 0.15% 117
2025
Q3 		$8.79M Buy
31,159
+224
+0.7% +$65K 0.14% 118
2025
Q2 		$8.64M Buy
30,935
+94
+0.3% +$26.6K 0.15% 114
2025
Q1 		$9.61M Sell
30,841
-507
-2% -$150K 0.19% 104
2024
Q4 		$8.17M Buy
31,348
+15
+0% +$4.45K 0.17% 113
2024
Q3 		$10.1M Sell
31,333
-582
-2% -$190K 0.21% 99
2024
Q2 		$9.97M Buy
31,915
+13
+0% +$3.82K 0.23% 94
2024
Q1 		$9.07M Sell
31,902
-431
-1% -$126K 0.21% 97
2023
Q4 		$9.31M Sell
32,333
-591
-2% -$161K 0.23% 93
2023
Q3 		$8.85M Buy
32,924
+474
+1% +$118K 0.24% 89
2023
Q2 		$7.2M Buy
32,450
+3,554
+12% +$825K 0.22% 91
2023
Q1 		$6.99M Buy
28,896
+2,394
+9% +$588K 0.21% 100
2022
Q4 		$6.96M Buy
26,502
+2,700
+11% +$724K 0.21% 100
2022
Q3 		$5.37M Buy
23,802
+255
+1% +$61.8K 0.18% 109
2022
Q2 		$5.73M Buy
23,547
+728
+3% +$178K 0.19% 104
2022
Q1 		$5.52M Buy
22,819
+2,090
+10% +$480K 0.17% 113
2021
Q4 		$4.66M Buy
20,729
+4,544
+28% +$959K 0.14% 119
2021
Q3 		$3.44M Buy
16,185
+904
+6% +$208K 0.12% 135
2021
Q2 		$3.73M Buy
15,281
+29
+0.2% +$7.13K 0.13% 131
2021
Q1 		$3.79M Sell
15,252
-348
-2% -$83K 0.14% 123
2020
Q4 		$3.59M Sell
15,600
-1,484
-9% -$342K 0.15% 112
2020
Q3 		$4.34M Sell
17,084
-49,867
-74% -$12.4M 0.21% 97
2020
Q2 		$15.8M Buy
66,951
+1,350
+2% +$308K 0.82% 33
2020
Q1 		$13.3M Buy
65,601
+805
+1% +$176K 0.85% 32
2019
Q4 		$15.6M Buy
64,796
+269
+0.4% +$59.3K 0.75% 35
2019
Q3 		$12.5M Buy
64,527
+3,863
+6% +$741K 0.65% 37
2019
Q2 		$11.2M Buy
60,664
+34,887
+135% +$6.25M 0.61% 37
2019
Q1 		$4.9M Buy
25,777
+2,134
+9% +$408K 0.29% 84
2018
Q4 		$4.6M Buy
23,643
+11
+0% +$2.15K 0.31% 73
2018
Q3 		$4.9M Sell
23,632
-470
-2% -$92.6K 0.29% 76
2018
Q2 		$4.45M Buy
24,102
+1,919
+9% +$339K 0.28% 75
2018
Q1 		$3.78M Buy
22,183
+1,092
+5% +$200K 0.25% 84
2017
Q4 		$3.67M Sell
21,091
-929
-4% -$164K 0.24% 91
2017
Q3 		$4.11M Sell
22,020
-3,483
-14% -$617K 0.28% 83
2017
Q2 		$4.39M Buy
25,503
+3,172
+14% +$516K 0.31% 74
2017
Q1 		$3.66M Buy
22,331
+5,147
+30% +$855K 0.28% 82
2016
Q4 		$2.51M Buy
17,184
+13,207
+332% +$1.99M 0.21% 106
2016
Q3 		$663K Buy
3,977
+89
+2% +$15.1K 0.06% 235
2016
Q2 		$592K Sell
3,888
-156
-4% -$24.3K 0.06% 239
2016
Q1 		$606K Sell
4,044
-397
-9% -$59K 0.06% 228
2015
Q4 		$721K Buy
4,441
+82
+2% +$12.9K 0.07% 200
2015
Q3 		$603K Buy
4,359
+362
+9% +$57.1K 0.07% 210
2015
Q2 		$614K Buy
3,997
+162
+4% +$26K 0.07% 216
2015
Q1 		$613K Sell
3,835
-34
-0.9% -$5.36K 0.06% 221
2014
Q4 		$616K Sell
3,869
-19
-0.5% -$2.96K 0.07% 221
2014
Q3 		$546K Sell
3,888
-348
-8% -$45.4K 0.06% 218
2014
Q2 		$501K Sell
4,236
-222
-5% -$25.7K 0.06% 231
2014
Q1 		$550K Buy
4,458
+2
+0% +$243 0.07% 224
2013
Q4 		$508K Buy
+4,456
New +$507K 0.07% 223

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital Investment Advisors's AMGN Position: Q1 2026 in Review

Capital Investment Advisors increased its Amgen (AMGN) stake by 2.4% in Q1 2026, buying an estimated $261K and bringing the position to 31,596 shares worth $11.1M. The position accounts for 0.16% of the portfolio, ranked #110.

Capital Investment Advisors first reported a position in AMGN in Q4 2013 and has held it in 50 quarters since. The position peaked at $15.8M in Q2 2020. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Capital Investment Advisors held 31,596 shares of Amgen worth $11.1M as of Q1 2026.
  • Capital Investment Advisors bought 732 Amgen shares in Q1 2026, an estimated $261K.
  • Amgen made up 0.16% of Capital Investment Advisors's portfolio in Q1 2026, its #110 holding.
  • Capital Investment Advisors first reported a position in Amgen in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's Amgen position peaked at $15.8M in Q2 2020.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.