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Catherine Avery Investment Management’s Amgen AMGN Stock Holding History

Catherine Avery Investment Management’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 		$6.35M Buy
17,530
+1,655
+10% +$567K 2.77% 15
2026
Q1 		$5.59M Buy
15,875
+3,336
+27% +$1.19M 2.5% 24
2025
Q4 		$4.1M Sell
12,539
-1,061
-8% -$337K 2.46% 25
2025
Q3 		$3.84M Buy
13,600
+3,550
+35% +$1.03M 2.47% 24
2025
Q2 		$2.81M Buy
+10,050
New +$2.85M 2.13% 31

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Catherine Avery Investment Management's AMGN Position: Q2 2026 in Review

Catherine Avery Investment Management increased its Amgen (AMGN) stake by 10% in Q2 2026, buying an estimated $567K and bringing the position to 17,530 shares worth $6.35M. The position accounts for 2.77% of the portfolio, ranked #15.

Catherine Avery Investment Management first reported a position in AMGN in Q2 2025 and has held it in 5 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Catherine Avery Investment Management held 17,530 shares of Amgen worth $6.35M as of Q2 2026.
  • Catherine Avery Investment Management bought 1,655 Amgen shares in Q2 2026, an estimated $567K.
  • Amgen made up 2.77% of Catherine Avery Investment Management's portfolio in Q2 2026, its #15 holding.
  • Catherine Avery Investment Management first reported a position in Amgen in Q2 2025 and has held it in 5 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.