GIA
AMGN icon

Gladstone Institutional Advisory’s Amgen AMGN Stock Holding History

Gladstone Institutional Advisory’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 		$2.41M Sell
6,863
-348
-5% -$124K 0.09% 234
2025
Q4 		$2.36M Buy
7,211
+770
+12% +$244K 0.09% 233
2025
Q3 		$1.82M Sell
6,441
-279
-4% -$80.9K 0.07% 260
2025
Q2 		$1.88M Buy
6,720
+456
+7% +$129K 0.08% 247
2025
Q1 		$1.95M Buy
6,264
+1,444
+30% +$426K 0.09% 232
2024
Q4 		$1.26M Sell
4,820
-1,122
-19% -$333K 0.06% 302
2024
Q3 		$1.91M Buy
5,942
+994
+20% +$325K 0.09% 231
2024
Q2 		$1.55M Buy
4,948
+32
+0.7% +$9.4K 0.08% 253
2024
Q1 		$1.4M Sell
4,916
-3,384
-41% -$990K 0.08% 262
2023
Q4 		$2.39M Buy
8,300
+449
+6% +$122K 0.13% 188
2023
Q3 		$2.11M Sell
7,851
-302
-4% -$75.4K 0.14% 181
2023
Q2 		$1.81M Sell
8,153
-2,334
-22% -$542K 0.11% 206
2023
Q1 		$2.54M Sell
10,487
-339
-3% -$83.2K 0.16% 169
2022
Q4 		$2.84M Buy
10,826
+5,767
+114% +$1.55M 0.2% 143
2022
Q3 		$1.14M Sell
5,059
-272
-5% -$65.9K 0.09% 249
2022
Q2 		$1.3M Sell
5,331
-2,074
-28% -$508K 0.1% 228
2022
Q1 		$1.79M Sell
7,405
-1,434
-16% -$329K 0.12% 199
2021
Q4 		$1.99M Buy
8,839
+1,047
+13% +$221K 0.15% 177
2021
Q3 		$1.66M Buy
7,792
+1,608
+26% +$370K 0.16% 167
2021
Q2 		$1.51M Buy
6,184
+2,503
+68% +$616K 0.18% 136
2021
Q1 		$916K Buy
3,681
+2,372
+181% +$566K 0.14% 156
2020
Q4 		$301K Sell
1,309
-105
-7% -$24.2K 0.06% 225
2020
Q3 		$359K Buy
1,414
+183
+15% +$45.3K 0.09% 176
2020
Q2 		$290K Sell
1,231
-316
-20% -$72.1K 0.07% 176
2020
Q1 		$314K Sell
1,547
-192
-11% -$41.9K 0.08% 183
2019
Q4 		$419K Sell
1,739
-110
-6% -$24.2K 0.1% 157
2019
Q3 		$358K Sell
1,849
-259
-12% -$49.7K 0.09% 180
2019
Q2 		$389K Buy
2,108
+637
+43% +$114K 0.12% 170
2019
Q1 		$279K Sell
1,471
-158
-10% -$30.2K 0.1% 160
2018
Q4 		$317K Buy
+1,629
New +$318K 0.18% 120

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

Gladstone Institutional Advisory's AMGN Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Amgen (AMGN) stake by 4.8% in Q1 2026, selling an estimated $124K and leaving 6,863 shares worth $2.41M. The position accounts for 0.09% of the portfolio, ranked #234.

Gladstone Institutional Advisory first reported a position in AMGN in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.84M in Q4 2022. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Gladstone Institutional Advisory held 6,863 shares of Amgen worth $2.41M as of Q1 2026.
  • Gladstone Institutional Advisory sold 348 Amgen shares in Q1 2026, an estimated $124K.
  • Amgen made up 0.09% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #234 holding.
  • Gladstone Institutional Advisory first reported a position in Amgen in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Amgen position peaked at $2.84M in Q4 2022.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.