InvesTrust
AMGN icon

InvesTrust’s Amgen AMGN Stock Holding History

InvesTrust’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
Q3 		$359K Hold
851
– – 0.15% 85
2026
Q2 		$308K Hold
851
– – 0.12% 90
2026
Q1 		$299K Hold
851
– – 0.13% 88
2025
Q4 		$279K Sell
851
-180
-17% -$57.1K 0.11% 91
2025
Q3 		$291K Hold
1,031
– – 0.11% 90
2025
Q2 		$288K Hold
1,031
– – 0.11% 89
2025
Q1 		$321K Hold
1,031
– – 0.09% 86
2024
Q4 		$267K Buy
+1,031
New +$306K 0.07% 91

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

InvesTrust's AMGN Position: Q3 2026 in Review

InvesTrust held its Amgen (AMGN) position steady in Q3 2026 at 851 shares worth $359K. The position accounts for 0.15% of the portfolio, ranked #85.

InvesTrust first reported a position in AMGN in Q4 2024 and has held it in 8 quarters since. 1,594 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • InvesTrust held 851 shares of Amgen worth $359K as of Q3 2026.
  • InvesTrust left its Amgen share count unchanged in Q3 2026.
  • Amgen made up 0.15% of InvesTrust's portfolio in Q3 2026, its #85 holding.
  • InvesTrust first reported a position in Amgen in Q4 2024 and has held it in 8 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.