Capstone Investment Advisors
AMGN icon

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 		$22M Buy
62,600
+15,500
+33% +$5.53M 0.04% 158
2025
Q4 		$15.4M Sell
47,100
-24,600
-34% -$7.8M 0.03% 207
2025
Q3 		$20.2M Buy
71,700
+34,900
+95% +$10.1M 0.04% 199
2025
Q2 		$10.3M Sell
36,800
-41,600
-53% -$11.8M 0.03% 241
2025
Q1 		$24.4M Sell
78,400
-54,900
-41% -$16.2M 0.06% 143
2024
Q4 		$34.7M Buy
133,300
+47,000
+54% +$13.9M 0.08% 140
2024
Q3 		$27.8M Buy
86,300
+12,900
+18% +$4.22M 0.08% 139
2024
Q2 		$22.9M Buy
73,400
+43,100
+142% +$12.7M 0.07% 168
2024
Q1 		$8.61M Sell
30,300
-32,100
-51% -$9.39M 0.03% 309
2023
Q4 		$18M Buy
62,400
+23,400
+60% +$6.38M 0.05% 228
2023
Q3 		$10.5M Buy
39,000
+8,600
+28% +$2.15M 0.05% 266
2023
Q2 		$6.75M Buy
30,400
+9,300
+44% +$2.16M 0.03% 315
2023
Q1 		$5.1M Sell
21,100
-42,500
-67% -$10.4M 0.03% 358
2022
Q4 		$16.7M Buy
63,600
+4,700
+8% +$1.26M 0.12% 138
2022
Q3 		$13.3M Sell
58,900
-800
-1% -$194K 0.08% 179
2022
Q2 		$14.5M Sell
59,700
-161,100
-73% -$39.5M 0.07% 182
2022
Q1 		$53.4M Sell
220,800
-300,100
-58% -$69M 0.15% 102
2021
Q4 		$117M Buy
520,900
+45,900
+10% +$9.69M 0.2% 96
2021
Q3 		$101M Sell
475,000
-47,300
-9% -$10.9M 0.2% 100
2021
Q2 		$127M Buy
522,300
+40,700
+8% +$10M 0.29% 79
2021
Q1 		$120M Buy
481,600
+134,500
+39% +$32.1M 0.35% 56
2020
Q4 		$79.8M Buy
347,100
+12,800
+4% +$2.95M 0.27% 64
2020
Q3 		$85M Buy
334,300
+121,600
+57% +$30.1M 0.43% 35
2020
Q2 		$50.2M Buy
212,700
+158,100
+290% +$36.1M 0.33% 42
2020
Q1 		$11.1M Sell
54,600
-292,100
-84% -$63.8M 0.18% 115
2019
Q4 		$83.6M Buy
346,700
+119,900
+53% +$26.4M 0.45% 34
2019
Q3 		$43.9M Buy
226,800
+56,700
+33% +$10.9M 0.3% 67
2019
Q2 		$31.3M Buy
170,100
+23,800
+16% +$4.26M 0.23% 100
2019
Q1 		$27.8M Buy
146,300
+74,100
+103% +$14.2M 0.26% 86
2018
Q4 		$14.1M Buy
72,200
+23,600
+49% +$4.6M 0.17% 92
2018
Q3 		$10.1M Buy
48,600
+35,100
+260% +$6.92M 0.12% 147
2018
Q2 		$2.49M Buy
13,500
+12,600
+1,400% +$2.23M 0.04% 250
2018
Q1 		$153K Buy
+900
New +$165K ﹤0.01% 318
2017
Q2 		– Sell
-12,400
Closed -$2.03M – 626
2017
Q1 		$2.03M Sell
12,400
-1,000
-7% -$166K 0.05% 281
2016
Q4 		$1.96M Buy
+13,400
New +$2.02M 0.06% 285
2014
Q1 		– Sell
-95,900
Closed -$10.9M – 375
2013
Q4 		$10.9M Sell
95,900
-19,700
-17% -$2.24M 0.12% 98
2013
Q3 		$12.9M Buy
115,600
+84,200
+268% +$9.13M 0.13% 87
2013
Q2 		$3.1M Buy
+31,400
New +$3.26M 0.03% 195

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.