Kurt F. Somerville’s Amgen AMGN Stock Holding History

Kurt F. Somerville’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	$372K	Hold	1,057	–	–	0.1%	74
2025 Q4	$346K	Sell	1,057 -5	-0.5%	-$1.59K	0.06%	86
2025 Q3	$300K	Sell	1,062 -10	-0.9%	-$2.9K	0.05%	93
2025 Q2	$299K	Hold	1,072	–	–	0.05%	97
2025 Q1	$334K	Hold	1,072	–	–	0.06%	88
2024 Q4	$279K	Hold	1,072	–	–	0.05%	89
2024 Q3	$345K	Sell	1,072 -130	-11%	-$42.5K	0.06%	83
2024 Q2	$376K	Hold	1,202	–	–	0.06%	81
2024 Q1	$342K	Hold	1,202	–	–	0.06%	84
2023 Q4	$346K	Sell	1,202 -1,300	-52%	-$354K	0.07%	81
2023 Q3	$672K	Sell	2,502 -125	-5%	-$31.2K	0.14%	62
2023 Q2	$583K	Hold	2,627	–	–	0.11%	69
2023 Q1	$635K	Hold	2,627	–	–	0.12%	71
2022 Q4	$690K	Sell	2,627 -19	-0.7%	-$5.09K	0.13%	68
2022 Q3	$596K	Sell	2,646 -50	-2%	-$12.1K	0.12%	69
2022 Q2	$655K	Buy	2,696 +125	+5%	+$30.6K	0.12%	67
2022 Q1	$622K	Hold	2,571	–	–	0.1%	74
2021 Q4	$578K	Hold	2,571	–	–	0.08%	79
2021 Q3	$547K	Hold	2,571	–	–	0.08%	76
2021 Q2	$627K	Hold	2,571	–	–	0.09%	70
2021 Q1	$640K	Sell	2,571 -460	-15%	-$110K	0.1%	68
2020 Q4	$697K	Hold	3,031	–	–	0.11%	64
2020 Q3	$770K	Hold	3,031	–	–	0.14%	62
2020 Q2	$715K	Hold	3,031	–	–	0.13%	66
2020 Q1	$615K	Buy	3,031 +490	+19%	+$107K	0.14%	62
2019 Q4	$612K	Hold	2,541	–	–	0.11%	64
2019 Q3	$493K	Hold	2,541	–	–	0.1%	69
2019 Q2	$468K	Sell	2,541 -385	-13%	-$68.9K	0.09%	70
2019 Q1	$555K	Hold	2,926	–	–	0.11%	65
2018 Q4	$570K	Sell	2,926 -10	-0.3%	-$1.95K	0.13%	61
2018 Q3	$608K	Buy	2,936 +350	+14%	+$69K	0.12%	70
2018 Q2	$477K	Sell	2,586 -25	-1%	-$4.42K	0.11%	76
2018 Q1	$445K	Sell	2,611 -25	-0.9%	-$4.59K	0.1%	78
2017 Q4	$459K	Sell	2,636 -25	-0.9%	-$4.42K	0.09%	82
2017 Q3	$495K	Hold	2,661	–	–	0.1%	74
2017 Q2	$458K	Hold	2,661	–	–	0.09%	77
2017 Q1	$437K	Hold	2,661	–	–	0.09%	79
2016 Q4	$389K	Hold	2,661	–	–	0.09%	84
2016 Q3	$444K	Hold	2,661	–	–	0.1%	83
2016 Q2	$405K	Hold	2,661	–	–	0.09%	85
2016 Q1	$399K	Hold	2,661	–	–	0.09%	83
2015 Q4	$432K	Hold	2,661	–	–	0.1%	83
2015 Q3	$368K	Hold	2,661	–	–	0.09%	88
2015 Q2	$409K	Sell	2,661 -75	-3%	-$12K	0.09%	86
2015 Q1	$437K	Sell	2,736 -50	-2%	-$7.88K	0.1%	86
2014 Q4	$443K	Buy	2,786 +1,150	+70%	+$179K	0.11%	90
2014 Q3	$229K	Buy	+1,636	New	+$214K	0.09%	95
2014 Q2	–	Sell	-1,636	Closed	-$201K	–	104
2014 Q1	$201K	Buy	+1,636	New	+$198K	0.08%	99

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Kurt F. Somerville's AMGN Position: Q1 2026 in Review

Kurt F. Somerville held its Amgen (AMGN) position steady in Q1 2026 at 1,057 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #74.

Kurt F. Somerville first reported a position in AMGN in Q1 2014 and has held it in 48 quarters since. The position peaked at $770K in Q3 2020. 3,126 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Kurt F. Somerville held 1,057 shares of Amgen worth $372K as of Q1 2026.
Kurt F. Somerville left its Amgen share count unchanged in Q1 2026.
Amgen made up 0.1% of Kurt F. Somerville's portfolio in Q1 2026, its #74 holding.
Kurt F. Somerville first reported a position in Amgen in Q1 2014 and has held it in 48 quarters since.
Kurt F. Somerville's Amgen position peaked at $770K in Q3 2020.
3,126 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.