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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
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 $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

D.B. Root & Company's AMGN Position: Q1 2026 in Review

D.B. Root & Company increased its Amgen (AMGN) stake by 9.1% in Q1 2026, buying an estimated $21K and bringing the position to 710 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #172.

D.B. Root & Company first reported a position in AMGN in Q1 2025 and has held it in 3 quarters since. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • D.B. Root & Company held 710 shares of Amgen worth $250K as of Q1 2026.
  • D.B. Root & Company bought 59 Amgen shares in Q1 2026, an estimated $21K.
  • Amgen made up 0.06% of D.B. Root & Company's portfolio in Q1 2026, its #172 holding.
  • D.B. Root & Company first reported a position in Amgen in Q1 2025 and has held it in 3 quarters since.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.