EM
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Excalibur Management’s Amgen AMGN Stock Holding History

Excalibur 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
Q1 		$2.26M Hold
6,411
– – 0.81% 34
2025
Q4 		$2.1M Buy
6,411
+3
+0% +$952 0.76% 37
2025
Q3 		$1.81M Buy
6,408
+1
+0% +$290 0.66% 40
2025
Q2 		$1.79M Hold
6,407
– – 0.67% 40
2025
Q1 		$2M Hold
6,407
– – 0.78% 32
2024
Q4 		$1.67M Buy
6,407
+1
+0% +$297 0.66% 38
2024
Q3 		$2.06M Buy
6,406
+41
+0.6% +$13.4K 0.79% 31
2024
Q2 		$1.99M Hold
6,365
– – 0.81% 28
2024
Q1 		$1.81M Sell
6,365
-10
-0.2% -$2.93K 0.77% 32
2023
Q4 		$1.84M Hold
6,375
– – 0.86% 28
2023
Q3 		$1.71M Buy
6,375
+50
+0.8% +$12.5K 0.89% 25
2023
Q2 		$1.4M Buy
6,325
+10
+0.2% +$2.32K 0.72% 35
2023
Q1 		$1.53M Hold
6,315
– – 0.79% 31
2022
Q4 		$1.66M Hold
6,315
– – 0.87% 27
2022
Q3 		$1.42M Hold
6,315
– – 0.8% 32
2022
Q2 		$1.54M Sell
6,315
-50
-0.8% -$12.3K 0.8% 31
2022
Q1 		$1.54M Hold
6,365
– – 0.67% 42
2021
Q4 		$1.43M Buy
6,365
+10
+0.2% +$2.11K 0.58% 46
2021
Q3 		$1.35M Hold
6,355
– – 0.59% 45
2021
Q2 		$1.55M Hold
6,355
– – 0.7% 39
2021
Q1 		$1.58M Buy
6,355
+100
+2% +$23.9K 0.78% 35
2020
Q4 		$1.44M Hold
6,255
– – 0.77% 34
2020
Q3 		$1.59M Hold
6,255
– – 0.96% 29
2020
Q2 		$1.48M Hold
6,255
– – 0.98% 28
2020
Q1 		$1.27M Hold
6,255
– – 0.98% 25
2019
Q4 		$1.51M Sell
6,255
-15
-0.2% -$3.31K 0.99% 24
2019
Q3 		$1.21M Hold
6,270
– – 1.09% 25
2019
Q2 		$1.16M Hold
6,270
– – 1.06% 24
2019
Q1 		$1.19M Hold
6,270
– – 1.12% 24
2018
Q4 		$1.22M Sell
6,270
-335
-5% -$65.4K 1.23% 24
2018
Q3 		$1.37M Hold
6,605
– – 1.17% 25
2018
Q2 		$1.22M Hold
6,605
– – 0.97% 28
2018
Q1 		$1.13M Hold
6,605
– – 0.92% 31
2017
Q4 		$1.15M Hold
6,605
– – 0.96% 29
2017
Q3 		$1.23M Hold
6,605
– – 1.05% 24
2017
Q2 		$1.14M Hold
6,605
– – 1.02% 25
2017
Q1 		$1.08M Hold
6,605
– – 0.97% 25
2016
Q4 		$966K Hold
6,605
– – 0.88% 29
2016
Q3 		$1.1M Hold
6,605
– – 1.05% 25
2016
Q2 		$1M Hold
6,605
– – 0.86% 29
2016
Q1 		$990K Sell
6,605
-755
-10% -$112K 0.89% 28
2015
Q4 		$1.2M Sell
7,360
-250
-3% -$39.3K 1.11% 24
2015
Q3 		$1.05M Buy
7,610
+855
+13% +$135K 1.05% 25
2015
Q2 		$1.04M Buy
6,755
+150
+2% +$24K 0.97% 26
2015
Q1 		$1.06M Hold
6,605
– – 1.02% 24
2014
Q4 		$1.05M Sell
6,605
-625
-9% -$97.4K 1.06% 23
2014
Q3 		$1.02M Hold
7,230
– – 1.04% 22
2014
Q2 		$856K Sell
7,230
-670
-8% -$77.6K 0.89% 26
2014
Q1 		$974K Hold
7,900
– – 1.07% 21
2013
Q4 		$901K Hold
7,900
– – 0.98% 23
2013
Q3 		$884K Hold
7,900
– – 1.04% 25
2013
Q2 		$779K Buy
+7,900
New +$820K 0.97% 26

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

Excalibur Management's AMGN Position: Q1 2026 in Review

Excalibur Management held its Amgen (AMGN) position steady in Q1 2026 at 6,411 shares worth $2.26M. The position accounts for 0.81% of the portfolio, ranked #34.

Excalibur Management first reported a position in AMGN in Q2 2013 and has held it in 52 quarters since. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Excalibur Management held 6,411 shares of Amgen worth $2.26M as of Q1 2026.
  • Excalibur Management left its Amgen share count unchanged in Q1 2026.
  • Amgen made up 0.81% of Excalibur Management's portfolio in Q1 2026, its #34 holding.
  • Excalibur Management first reported a position in Amgen in Q2 2013 and has held it in 52 quarters since.
  • 3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.