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Fortis Capital Management’s Amgen AMGN Stock Holding History

Fortis Capital 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 		$1.2M Buy
3,415
+847
+33% +$302K 0.12% 80
2025
Q4 		$841K Buy
2,568
+391
+18% +$124K 0.11% 88
2025
Q3 		$614K Buy
2,177
+28
+1% +$8.12K 0.09% 101
2025
Q2 		$600K Buy
2,149
+394
+22% +$112K 0.09% 97
2025
Q1 		$547K Buy
1,755
+17
+1% +$5.02K 0.11% 100
2024
Q4 		$453K Buy
1,738
+74
+4% +$22K 0.08% 97
2024
Q3 		$536K Buy
1,664
+16
+1% +$5.23K 0.11% 92
2024
Q2 		$515K Buy
1,648
+72
+5% +$21.2K 0.11% 94
2024
Q1 		$448K Buy
1,576
+13
+0.8% +$3.8K 0.12% 82
2023
Q4 		$450K Buy
1,563
+12
+0.8% +$3.27K 0.12% 105
2023
Q3 		$417K Buy
1,551
+13
+0.8% +$3.24K 0.13% 102
2023
Q2 		$341K Buy
1,538
+15
+1% +$3.48K 0.12% 81
2023
Q1 		$368K Buy
1,523
+13
+0.9% +$3.19K 0.15% 75
2022
Q4 		$397K Buy
1,510
+10
+0.7% +$2.68K 0.29% 64
2022
Q3 		$338K Buy
1,500
+12
+0.8% +$2.91K 0.29% 71
2022
Q2 		$362K Buy
1,488
+12
+0.8% +$2.94K 0.36% 65
2022
Q1 		$357K Hold
1,476
– – 0.18% 63
2021
Q4 		$332K Hold
1,476
– – 0.17% 64
2021
Q3 		$314K Hold
1,476
– – 0.17% 95
2021
Q2 		$360K Sell
1,476
-487
-25% -$120K 0.18% 106
2021
Q1 		$488K Buy
1,963
+487
+33% +$116K 0.28% 79
2020
Q4 		$339K Hold
1,476
– – 0.26% 62
2020
Q3 		$375K Hold
1,476
– – 0.3% 70
2020
Q2 		$348K Hold
1,476
– – 0.39% 52
2020
Q1 		$299K Hold
1,476
– – 0.89% 29
2019
Q4 		$356K Buy
+1,476
New +$325K 0.31% 64

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

Fortis Capital Management's AMGN Position: Q1 2026 in Review

Fortis Capital Management increased its Amgen (AMGN) stake by 33% in Q1 2026, buying an estimated $302K and bringing the position to 3,415 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #80.

Fortis Capital Management first reported a position in AMGN in Q4 2019 and has held it in 26 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Fortis Capital Management held 3,415 shares of Amgen worth $1.2M as of Q1 2026.
  • Fortis Capital Management bought 847 Amgen shares in Q1 2026, an estimated $302K.
  • Amgen made up 0.12% of Fortis Capital Management's portfolio in Q1 2026, its #80 holding.
  • Fortis Capital Management first reported a position in Amgen in Q4 2019 and has held it in 26 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.