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D.B. Root & Company’s Amgen AMGN Stock Holding History

D.B. Root & Company’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 		$244K Sell
675
-35
-5% -$12K 0.05% 185
2026
Q1 		$250K Buy
710
+59
+9% +$21K 0.06% 172
2025
Q4 		$213K Buy
+651
New +$207K 0.05% 184
2025
Q2 		– Sell
-660
Closed -$206K – 191
2025
Q1 		$206K Buy
+660
New +$195K 0.07% 175

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

D.B. Root & Company's AMGN Position: Q2 2026 in Review

D.B. Root & Company reduced its Amgen (AMGN) stake by 4.9% in Q2 2026, selling an estimated $12K and leaving 675 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #185.

D.B. Root & Company first reported a position in AMGN in Q1 2025 and has held it in 4 quarters since. The position peaked at $250K in Q1 2026. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • D.B. Root & Company held 675 shares of Amgen worth $244K as of Q2 2026.
  • D.B. Root & Company sold 35 Amgen shares in Q2 2026, an estimated $12K.
  • Amgen made up 0.05% of D.B. Root & Company's portfolio in Q2 2026, its #185 holding.
  • D.B. Root & Company first reported a position in Amgen in Q1 2025 and has held it in 4 quarters since.
  • D.B. Root & Company's Amgen position peaked at $250K in Q1 2026.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.