DLCIG
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D.L. Carlson Investment Group’s Amgen AMGN Stock Holding History

D.L. Carlson Investment Group’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 		$3.67M Buy
10,426
+94
+0.9% +$33.5K 0.63% 41
2025
Q4 		$3.38M Sell
10,332
-36
-0.3% -$11.4K 0.57% 47
2025
Q3 		$2.93M Sell
10,368
-20
-0.2% -$5.8K 0.49% 56
2025
Q2 		$2.9M Sell
10,388
-69
-0.7% -$19.5K 0.53% 53
2025
Q1 		$3.26M Sell
10,457
-478
-4% -$141K 0.63% 48
2024
Q4 		$2.85M Sell
10,935
-232
-2% -$68.8K 0.51% 57
2024
Q3 		$3.6M Sell
11,167
-60
-0.5% -$19.6K 0.65% 51
2024
Q2 		$3.51M Sell
11,227
-117
-1% -$34.4K 0.68% 46
2024
Q1 		$3.23M Sell
11,344
-116
-1% -$33.9K 0.63% 54
2023
Q4 		$3.31M Buy
11,460
+10,332
+916% +$2.82M 0.67% 49
2023
Q3 		$303K Hold
1,128
– – 0.06% 114
2023
Q2 		$250K Sell
1,128
-58
-5% -$13.5K 0.05% 124
2023
Q1 		$287K Buy
1,186
+52
+5% +$12.8K 0.07% 115
2022
Q4 		$298K Hold
1,134
– – 0.06% 113
2022
Q3 		$256K Sell
1,134
-67
-6% -$16.2K 0.06% 116
2022
Q2 		$292K Sell
1,201
-25
-2% -$6.13K 0.06% 115
2022
Q1 		$296K Hold
1,226
– – 0.05% 122
2021
Q4 		$276K Hold
1,226
– – 0.04% 124
2021
Q3 		$261K Hold
1,226
– – 0.05% 125
2021
Q2 		$299K Sell
1,226
-10
-0.8% -$2.46K 0.05% 123
2021
Q1 		$308K Hold
1,236
– – 0.06% 122
2020
Q4 		$284K Hold
1,236
– – 0.05% 122
2020
Q3 		$314K Buy
1,236
+14
+1% +$3.47K 0.07% 112
2020
Q2 		$288K Hold
1,222
– – 0.09% 115
2020
Q1 		$248K Hold
1,222
– – 0.09% 126
2019
Q4 		$295K Hold
1,222
– – 0.09% 127
2019
Q3 		$236K Buy
1,222
+7
+0.6% +$1.34K 0.07% 136
2019
Q2 		$224K Sell
1,215
-15
-1% -$2.69K 0.07% 137
2019
Q1 		$234K Sell
1,230
-25
-2% -$4.77K 0.07% 135
2018
Q4 		$244K Hold
1,255
– – 0.08% 132
2018
Q3 		$260K Hold
1,255
– – 0.07% 126
2018
Q2 		$232K Sell
1,255
-15
-1% -$2.65K 0.07% 124
2018
Q1 		$217K Sell
1,270
-15
-1% -$2.75K 0.07% 120
2017
Q4 		$223K Sell
1,285
-100
-7% -$17.7K 0.07% 123
2017
Q3 		$258K Hold
1,385
– – 0.08% 116
2017
Q2 		$239K Sell
1,385
-75
-5% -$12.2K 0.07% 125
2017
Q1 		$240K Sell
1,460
-50
-3% -$8.31K 0.08% 120
2016
Q4 		$221K Sell
1,510
-125
-8% -$18.8K 0.08% 127
2016
Q3 		$273K Hold
1,635
– – 0.09% 119
2016
Q2 		$249K Buy
1,635
+35
+2% +$5.44K 0.09% 120
2016
Q1 		$240K Sell
1,600
-50
-3% -$7.43K 0.09% 117
2015
Q4 		$268K Hold
1,650
– – 0.1% 116
2015
Q3 		$228K Hold
1,650
– – 0.09% 116
2015
Q2 		$253K Hold
1,650
– – 0.09% 124
2015
Q1 		$264K Sell
1,650
-250
-13% -$39.4K 0.09% 124
2014
Q4 		$303K Hold
1,900
– – 0.11% 125
2014
Q3 		$267K Hold
1,900
– – 0.1% 124
2014
Q2 		$225K Sell
1,900
-100
-5% -$11.6K 0.08% 123
2014
Q1 		$247K Sell
2,000
-100
-5% -$12.1K 0.09% 120
2013
Q4 		$240K Hold
2,100
– – 0.09% 114
2013
Q3 		$235K Hold
2,100
– – 0.09% 115
2013
Q2 		$207K Buy
+2,100
New +$218K 0.08% 112

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.L. Carlson Investment Group's AMGN Position: Q1 2026 in Review

D.L. Carlson Investment Group increased its Amgen (AMGN) stake by 0.91% in Q1 2026, buying an estimated $33.5K and bringing the position to 10,426 shares worth $3.67M. The position accounts for 0.63% of the portfolio, ranked #41.

D.L. Carlson Investment Group first reported a position in AMGN in Q2 2013 and has held it in 52 quarters since. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • D.L. Carlson Investment Group held 10,426 shares of Amgen worth $3.67M as of Q1 2026.
  • D.L. Carlson Investment Group bought 94 Amgen shares in Q1 2026, an estimated $33.5K.
  • Amgen made up 0.63% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #41 holding.
  • D.L. Carlson Investment Group first reported a position in Amgen in Q2 2013 and has held it in 52 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.