Capstone Investment Advisors’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $599K | Buy |
+1,702
| New | +$607K | ﹤0.01% | 1068 |
|
|
2025
Q4 | – | Sell |
-21,819
| Closed | -$6.92M | – | 1564 |
|
|
2025
Q3 | $6.16M | Buy |
21,819
+11,861
| +119% | +$3.44M | 0.01% | 421 |
|
|
2025
Q2 | $2.78M | Buy |
9,958
+8,446
| +559% | +$2.39M | 0.01% | 540 |
|
|
2025
Q1 | $471K | Sell |
1,512
-48,845
| -97% | -$14.4M | ﹤0.01% | 1094 |
|
|
2024
Q4 | $13.1M | Buy |
50,357
+47,020
| +1,409% | +$14M | 0.03% | 303 |
|
|
2024
Q3 | $1.08M | Sell |
3,337
-188
| -5% | -$61.5K | ﹤0.01% | 935 |
|
|
2024
Q2 | $1.1M | Sell |
3,525
-4,122
| -54% | -$1.21M | ﹤0.01% | 948 |
|
|
2024
Q1 | $2.17M | Buy |
7,647
+5,953
| +351% | +$1.74M | 0.01% | 747 |
|
|
2023
Q4 | $488K | Sell |
1,694
-895
| -35% | -$244K | ﹤0.01% | 1351 |
|
|
2023
Q3 | $696K | Sell |
2,589
-11,330
| -81% | -$2.83M | ﹤0.01% | 1152 |
|
|
2023
Q2 | $3.09M | Buy |
13,919
+8,115
| +140% | +$1.88M | 0.02% | 513 |
|
|
2023
Q1 | $1.4M | Buy |
+5,804
| New | +$1.42M | 0.01% | 691 |
|
|
2022
Q4 | – | Sell |
-48
| Closed | -$12.9K | – | 1509 |
|
|
2022
Q3 | $11K | Sell |
48
-3,261
| -99% | -$790K | ﹤0.01% | 1633 |
|
|
2022
Q2 | $805K | Buy |
3,309
+1,407
| +74% | +$345K | ﹤0.01% | 1091 |
|
|
2022
Q1 | $460K | Sell |
1,902
-64,468
| -97% | -$14.8M | ﹤0.01% | 1523 |
|
|
2021
Q4 | $14.9M | Sell |
66,370
-73,142
| -52% | -$15.4M | 0.03% | 504 |
|
|
2021
Q3 | $29.7M | Buy |
139,512
+110,695
| +384% | +$25.5M | 0.06% | 307 |
|
|
2021
Q2 | $7.02M | Buy |
+28,817
| New | +$7.09M | 0.02% | 637 |
|
|
2021
Q1 | – | Sell |
-58,066
| Closed | -$13.9M | – | 1656 |
|
|
2020
Q4 | $13.4M | Buy |
+58,066
| New | +$13.4M | 0.04% | 327 |
|
|
2020
Q1 | – | Sell |
-23,963
| Closed | -$5.23M | – | 1118 |
|
|
2019
Q4 | $5.78M | Buy |
23,963
+19,000
| +383% | +$4.19M | 0.03% | 515 |
|
|
2019
Q3 | $960K | Sell |
4,963
-32,389
| -87% | -$6.22M | 0.01% | 955 |
|
|
2019
Q2 | $6.88M | Buy |
37,352
+8,270
| +28% | +$1.48M | 0.05% | 381 |
|
|
2019
Q1 | $5.53M | Buy |
+29,082
| New | +$5.55M | 0.05% | 329 |
|
|
2018
Q3 | – | Sell |
-1,635
| Closed | -$322K | – | 1285 |
|
|
2018
Q2 | $302K | Buy |
1,635
+1,187
| +265% | +$210K | ﹤0.01% | 532 |
|
|
2018
Q1 | $76K | Buy |
+448
| New | +$82.2K | ﹤0.01% | 329 |
|
|
2017
Q3 | – | Sell |
-11,470
| Closed | -$1.98M | – | 539 |
|
|
2017
Q2 | $1.98M | Sell |
11,470
-24,515
| -68% | -$3.99M | 0.05% | 249 |
|
|
2017
Q1 | $5.9M | Buy |
35,985
+30,591
| +567% | +$5.08M | 0.15% | 118 |
|
|
2016
Q4 | $788K | Sell |
5,394
-13,187
| -71% | -$1.98M | 0.02% | 479 |
|
|
2016
Q3 | $3.1M | Buy |
+18,581
| New | +$3.14M | 0.07% | 187 |
|
|
2013
Q4 | – | Sell |
-5,597
| Closed | -$637K | – | 476 |
|
|
2013
Q3 | $626K | Buy |
+5,597
| New | +$607K | 0.01% | 450 |
|
Other funds holding AMGN
VCM
VPM
Capstone Investment Advisors's AMGN Position: Q1 2026 in Review
Capstone Investment Advisors opened a new position in Amgen (AMGN) in Q1 2026: 1,702 shares worth $599K. The stake represents ﹤0.01% of the portfolio and ranks #1068 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in AMGN as recently as Q3 2025.
Capstone Investment Advisors first reported a position in AMGN in Q3 2013 and has held it in 30 quarters since. The position peaked at $29.7M in Q3 2021. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Capstone Investment Advisors held 1,702 shares of Amgen worth $599K as of Q1 2026.
- Amgen was a new Capstone Investment Advisors position in Q1 2026.
- Amgen made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1068 holding.
- Capstone Investment Advisors first reported a position in Amgen in Q3 2013 and has held it in 30 quarters since.
- Capstone Investment Advisors's Amgen position peaked at $29.7M in Q3 2021.
- 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.