Ithaka Group’s Amgen AMGN Stock Holding History

Ithaka 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 Q3	$211K	Buy	+500	New	+$199K	0.04%	40
2020 Q4	–	Sell	-1,000	Closed	-$254K	–	37
2020 Q3	$254K	Hold	1,000	–	–	0.03%	36
2020 Q2	$236K	Hold	1,000	–	–	0.03%	37
2020 Q1	$203K	Hold	1,000	–	–	0.04%	37
2019 Q4	$241K	Buy	+1,000	New	+$220K	0.04%	36
2018 Q4	–	Sell	-1,000	Closed	-$207K	–	39
2018 Q3	$207K	Buy	+1,000	New	+$197K	0.03%	39

Other funds holding AMGN

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ithaka Group's AMGN Position: Q3 2026 in Review

Ithaka Group opened a new position in Amgen (AMGN) in Q3 2026: 500 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #40 among its holdings. This is a return to the name: Ithaka Group previously reported a position in AMGN as recently as Q3 2020.

Ithaka Group first reported a position in AMGN in Q3 2018 and has held it in 6 quarters since. The position peaked at $254K in Q3 2020. 2,617 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

Ithaka Group held 500 shares of Amgen worth $211K as of Q3 2026.
Amgen was a new Ithaka Group position in Q3 2026.
Amgen made up 0.04% of Ithaka Group's portfolio in Q3 2026, its #40 holding.
Ithaka Group first reported a position in Amgen in Q3 2018 and has held it in 6 quarters since.
Ithaka Group's Amgen position peaked at $254K in Q3 2020.
2,617 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Ithaka Group's 13F filing for Q3 2026, filed 12 Nov 2026.