Capstone Investment Advisors
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Capstone Investment Advisors’s Amgen AMGN Stock Holding History

Capstone 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 		$3.59M Buy
10,200
+2,900
+40% +$1.03M 0.01% 497
2025
Q4 		$2.39M Sell
7,300
-8,100
-53% -$2.57M ﹤0.01% 563
2025
Q3 		$4.35M Buy
15,400
+800
+5% +$232K 0.01% 508
2025
Q2 		$4.08M Sell
14,600
-4,200
-22% -$1.19M 0.01% 431
2025
Q1 		$5.86M Sell
18,800
-17,600
-48% -$5.2M 0.02% 412
2024
Q4 		$9.49M Buy
36,400
+11,300
+45% +$3.35M 0.02% 369
2024
Q3 		$8.09M Buy
25,100
+2,700
+12% +$883K 0.02% 347
2024
Q2 		$7M Buy
22,400
+7,200
+47% +$2.12M 0.02% 373
2024
Q1 		$4.32M Sell
15,200
-9,100
-37% -$2.66M 0.02% 493
2023
Q4 		$7M Buy
24,300
+13,200
+119% +$3.6M 0.02% 426
2023
Q3 		$2.98M Buy
11,100
+5,000
+82% +$1.25M 0.01% 585
2023
Q2 		$1.35M Buy
6,100
+2,200
+56% +$510K 0.01% 759
2023
Q1 		$943K Sell
3,900
-7,800
-67% -$1.91M ﹤0.01% 815
2022
Q4 		$3.07M Sell
11,700
-900
-7% -$241K 0.02% 554
2022
Q3 		$2.84M Sell
12,600
-2,300
-15% -$558K 0.02% 607
2022
Q2 		$3.63M Sell
14,900
-35,800
-71% -$8.77M 0.02% 515
2022
Q1 		$12.3M Sell
50,700
-34,300
-40% -$7.88M 0.03% 397
2021
Q4 		$19.1M Buy
85,000
+3,000
+4% +$633K 0.03% 438
2021
Q3 		$17.4M Sell
82,000
-8,000
-9% -$1.84M 0.03% 457
2021
Q2 		$21.9M Sell
90,000
-3,000
-3% -$738K 0.05% 334
2021
Q1 		$23.1M Buy
93,000
+17,500
+23% +$4.18M 0.07% 267
2020
Q4 		$17.4M Buy
75,500
+9,900
+15% +$2.28M 0.06% 273
2020
Q3 		$16.7M Buy
65,600
+25,300
+63% +$6.27M 0.09% 207
2020
Q2 		$9.51M Buy
40,300
+35,500
+740% +$8.1M 0.06% 269
2020
Q1 		$973K Sell
4,800
-48,200
-91% -$10.5M 0.02% 718
2019
Q4 		$12.8M Sell
53,000
-4,400
-8% -$970K 0.07% 292
2019
Q3 		$11.1M Buy
57,400
+15,800
+38% +$3.03M 0.08% 263
2019
Q2 		$7.67M Sell
41,600
-4,500
-10% -$806K 0.06% 356
2019
Q1 		$8.76M Buy
46,100
+23,900
+108% +$4.56M 0.08% 237
2018
Q4 		$4.32M Buy
22,200
+1,500
+7% +$293K 0.05% 275
2018
Q3 		$4.29M Buy
20,700
+18,300
+763% +$3.61M 0.05% 279
2018
Q2 		$443K Buy
+2,400
New +$425K 0.01% 493
2017
Q2 		– Sell
-200
Closed -$32K – 625
2017
Q1 		$32K Sell
200
-4,700
-96% -$781K ﹤0.01% 829
2016
Q4 		$714K Buy
+4,900
New +$737K 0.02% 501
2014
Q1 		– Sell
-121,600
Closed -$13.9M – 374
2013
Q4 		$13.9M Sell
121,600
-29,400
-19% -$3.34M 0.15% 76
2013
Q3 		$16.9M Buy
151,000
+44,400
+42% +$4.81M 0.17% 70
2013
Q2 		$10.5M Buy
+106,600
New +$11.1M 0.11% 90

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

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.