Convergence Investment Partners’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$279K Sell
770
-115
-13% -$39.4K 0.03% 221
2026
Q1
$311K Sell
885
-35
-4% -$12.5K 0.05% 219
2025
Q4
$301K Sell
920
-28
-3% -$8.88K 0.06% 220
2025
Q3
$267K Buy
948
+1
+0.1% +$290 0.06% 228
2025
Q2
$265K Sell
947
-52
-5% -$14.7K 0.07% 214
2025
Q1
$311K Sell
999
-248
-20% -$73.2K 0.09% 212
2024
Q4
$325K Sell
1,247
-1,431
-53% -$425K 0.07% 207
2024
Q3
$863K Sell
2,678
-8,683
-76% -$2.84M 0.23% 140
2024
Q2
$3.55M Sell
11,361
-718
-6% -$211K 1.04% 20
2024
Q1
$3.43M Buy
12,079
+289
+2% +$84.6K 1.32% 18
2023
Q4
$3.4M Sell
11,790
-313
-3% -$85.3K 1.77% 10
2023
Q3
$3.25M Sell
12,103
-150
-1% -$37.4K 1.92% 9
2023
Q2
$2.72M Sell
12,253
-1,446
-11% -$336K 1.56% 12
2023
Q1
$3.31M Sell
13,699
-76
-0.6% -$18.7K 1.95% 8
2022
Q4
$3.62M Sell
13,775
-533
-4% -$143K 2.14% 6
2022
Q3
$3.23M Buy
14,308
+4,622
+48% +$1.12M 2.11% 5
2022
Q2
$2.36M Sell
9,686
-370
-4% -$90.7K 1.43% 11
2022
Q1
$2.43M Buy
10,056
+594
+6% +$136K 1.25% 17
2021
Q4
$2.13M Sell
9,462
-81
-0.8% -$17.1K 1.08% 21
2021
Q3
$2.03M Sell
9,543
-3,142
-25% -$723K 1.09% 23
2021
Q2
$3.09M Buy
12,685
+41
+0.3% +$10.1K 1.33% 13
2021
Q1
$3.15M Sell
12,644
-633
-5% -$151K 1.44% 12
2020
Q4
$3.05M Sell
13,277
-5,158
-28% -$1.19M 1.54% 10
2020
Q3
$4.68M Sell
18,435
-3,563
-16% -$883K 1.63% 7
2020
Q2
$5.19M Buy
21,998
+389
+2% +$88.8K 1.78% 5
2020
Q1
$4.38M Buy
21,609
+751
+4% +$164K 1.92% 6
2019
Q4
$5.03M Sell
20,858
-628
-3% -$138K 1.43% 7
2019
Q3
$4.16M Sell
21,486
-5,590
-21% -$1.07M 1.16% 16
2019
Q2
$4.99M Sell
27,076
-1,470
-5% -$263K 1.21% 12
2019
Q1
$5.42M Sell
28,546
-290
-1% -$55.4K 1.18% 11
2018
Q4
$5.61M Sell
28,836
-1,633
-5% -$319K 1.29% 10
2018
Q3
$6.32M Sell
30,469
-18,990
-38% -$3.74M 1.29% 8
2018
Q2
$9.13M Sell
49,459
-5,495
-10% -$972K 1.27% 8
2018
Q1
$9.37M Buy
54,954
+7,618
+16% +$1.4M 1.22% 7
2017
Q4
$8.23M Buy
47,336
+2,954
+7% +$523K 1.11% 10
2017
Q3
$8.28M Buy
44,382
+10,795
+32% +$1.91M 1.17% 5
2017
Q2
$5.79M Sell
33,587
-1,230
-4% -$200K 0.85% 13
2017
Q1
$5.71M Sell
34,817
-1,990
-5% -$331K 0.8% 15
2016
Q4
$5.38M Sell
36,807
-5,662
-13% -$852K 0.74% 20
2016
Q3
$7.08M Buy
42,469
+469
+1% +$79.3K 1.05% 8
2016
Q2
$6.39M Sell
42,000
-17,633
-30% -$2.74M 0.88% 12
2016
Q1
$8.94M Sell
59,633
-17,535
-23% -$2.61M 1.06% 8
2015
Q4
$12.5M Buy
77,168
+83
+0.1% +$13K 1.41% 5
2015
Q3
$10.7M Sell
77,085
-799
-1% -$126K 1.22% 7
2015
Q2
$12M Buy
77,884
+40,691
+109% +$6.52M 1.18% 7
2015
Q1
$5.95M Buy
37,193
+23,946
+181% +$3.77M 0.83% 11
2014
Q4
$2.11M Buy
+13,247
New +$2.06M 0.28% 130

Other funds holding AMGN

Convergence Investment Partners's AMGN Position: Q2 2026 in Review

Convergence Investment Partners reduced its Amgen (AMGN) stake by 13% in Q2 2026, selling an estimated $39.4K and leaving 770 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #221.

Convergence Investment Partners first reported a position in AMGN in Q4 2014 and has held it in 47 quarters since. The position peaked at $12.5M in Q4 2015. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Convergence Investment Partners held 770 shares of Amgen worth $279K as of Q2 2026.
  • Convergence Investment Partners sold 115 Amgen shares in Q2 2026, an estimated $39.4K.
  • Amgen made up 0.03% of Convergence Investment Partners's portfolio in Q2 2026, its #221 holding.
  • Convergence Investment Partners first reported a position in Amgen in Q4 2014 and has held it in 47 quarters since.
  • Convergence Investment Partners's Amgen position peaked at $12.5M in Q4 2015.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.