Lebenthal Global Advisors
AMGN icon

Lebenthal Global Advisors’s Amgen AMGN Stock Holding History

Lebenthal Global Advisors’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 		$808K Sell
1,916
-662
-26% -$264K 0.11% 133
2026
Q2 		$934K Sell
2,578
-3,142
-55% -$1.08M 0.13% 117
2026
Q1 		$2.01M Sell
5,720
-29
-0.5% -$10.3K 0.29% 60
2025
Q4 		$1.88M Sell
5,749
-964
-14% -$306K 0.29% 57
2025
Q3 		$1.89M Buy
6,713
+814
+14% +$236K 0.33% 52
2025
Q2 		$1.65M Buy
5,899
+824
+16% +$233K 0.31% 50
2025
Q1 		$1.58M Buy
5,075
+77
+2% +$22.7K 0.3% 42
2024
Q4 		$1.3M Buy
4,998
+1,546
+45% +$459K 0.24% 66
2024
Q3 		$1.11M Sell
3,452
-119
-3% -$38.9K 0.23% 64
2024
Q2 		$1.12M Buy
3,571
+151
+4% +$44.4K 0.24% 56
2024
Q1 		$972K Sell
3,420
-135
-4% -$39.5K 0.22% 54
2023
Q4 		$1.02M Buy
3,555
+750
+27% +$204K 0.24% 51
2023
Q3 		$754K Buy
2,805
+27
+1% +$6.74K 0.23% 51
2023
Q2 		$617K Sell
2,778
-56
-2% -$13K 0.18% 60
2023
Q1 		$685K Buy
+2,834
New +$696K 0.21% 46
2021
Q2 		– Sell
-943
Closed -$234K – 160
2021
Q1 		$234K Buy
943
+908
+2,594% +$217K 0.14% 119
2020
Q4 		$8K Buy
+35
New +$8.07K 0.01% 450

Other funds holding AMGN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Lebenthal Global Advisors's AMGN Position: Q3 2026 in Review

Lebenthal Global Advisors reduced its Amgen (AMGN) stake by 26% in Q3 2026, selling an estimated $264K and leaving 1,916 shares worth $808K. The position accounts for 0.11% of the portfolio, ranked #133.

Lebenthal Global Advisors first reported a position in AMGN in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.01M in Q1 2026. 2,911 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Lebenthal Global Advisors held 1,916 shares of Amgen worth $808K as of Q3 2026.
  • Lebenthal Global Advisors sold 662 Amgen shares in Q3 2026, an estimated $264K.
  • Amgen made up 0.11% of Lebenthal Global Advisors's portfolio in Q3 2026, its #133 holding.
  • Lebenthal Global Advisors first reported a position in Amgen in Q4 2020 and has held it in 17 quarters since.
  • Lebenthal Global Advisors's Amgen position peaked at $2.01M in Q1 2026.
  • 2,911 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.