Kovitz Investment Group Partners
AMGN icon

Kovitz Investment Group Partners’s Amgen AMGN Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-13,600
Closed -$63.3K – 502
2025
Q3 		$63.3K Hold
13,600
– – ﹤0.01% 1382
2025
Q2 		$134K Hold
13,600
– – ﹤0.01% 1310
2025
Q1 		$90.8K Hold
13,600
– – ﹤0.01% 1215
2024
Q4 		$149K Buy
+13,600
New +$4.04M ﹤0.01% 1190

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners's AMGN Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Amgen (AMGN) stake by 0.24% in Q2 2026, selling an estimated $2.74K and leaving 3,365 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #286.

Kovitz Investment Group Partners first reported a position in AMGN in Q1 2016 and has held it in 42 quarters since. The position peaked at $29.3M in Q1 2025. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Kovitz Investment Group Partners held 3,365 shares of Amgen worth $1.22M as of Q2 2026.
  • Kovitz Investment Group Partners sold 8 Amgen shares in Q2 2026, an estimated $2.74K.
  • Amgen made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #286 holding.
  • Kovitz Investment Group Partners first reported a position in Amgen in Q1 2016 and has held it in 42 quarters since.
  • Kovitz Investment Group Partners's Amgen position peaked at $29.3M in Q1 2025.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.