Kovitz Investment Group Partners
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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 $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

Kovitz Investment Group Partners's AMGN Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Amgen (AMGN) stake by 2.1% in Q1 2026, selling an estimated $26.4K and leaving 3,373 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #299.

Kovitz Investment Group Partners first reported a position in AMGN in Q1 2016 and has held it in 41 quarters since. The position peaked at $29.3M in Q1 2025. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Kovitz Investment Group Partners held 3,373 shares of Amgen worth $1.19M as of Q1 2026.
  • Kovitz Investment Group Partners sold 74 Amgen shares in Q1 2026, an estimated $26.4K.
  • Amgen made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #299 holding.
  • Kovitz Investment Group Partners first reported a position in Amgen in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Amgen position peaked at $29.3M in Q1 2025.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.