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LVM Capital Management’s Amgen AMGN Stock Holding History

LVM Capital Management’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
Q2 		$10.6M Sell
29,133
-596
-2% -$204K 0.88% 32
2026
Q1 		$10.5M Sell
29,729
-478
-2% -$170K 0.99% 30
2025
Q4 		$9.89M Sell
30,207
-81
-0.3% -$25.7K 0.92% 31
2025
Q3 		$8.55M Sell
30,288
-333
-1% -$96.6K 0.82% 32
2025
Q2 		$8.55M Sell
30,621
-350
-1% -$99.2K 0.89% 33
2025
Q1 		$9.65M Sell
30,971
-9,700
-24% -$2.86M 1.07% 29
2024
Q4 		$10.6M Sell
40,671
-19,490
-32% -$5.78M 1.14% 27
2024
Q3 		$18.8M Hold
60,161
– – 2.14% 15
2024
Q2 		$18.8M Buy
60,161
+304
+0.5% +$89.3K 2.14% 15
2024
Q1 		$17M Buy
59,857
+2,320
+4% +$679K 2.01% 16
2023
Q4 		$16.6M Buy
57,537
+358
+0.6% +$97.5K 2.12% 14
2023
Q3 		$15.4M Sell
57,179
-2,451
-4% -$612K 2.17% 14
2023
Q2 		$13.2M Sell
59,630
-245
-0.4% -$56.8K 1.77% 18
2023
Q1 		$14.5M Buy
59,875
+1,040
+2% +$255K 2.01% 14
2022
Q4 		$15.5M Sell
58,835
-1,725
-3% -$462K 2.24% 13
2022
Q3 		$13.7M Buy
60,560
+10
+0% +$2.42K 2.09% 14
2022
Q2 		$14.7M Sell
60,550
-1,056
-2% -$259K 2.14% 14
2022
Q1 		$14.9M Buy
61,606
+89
+0.1% +$20.4K 1.97% 16
2021
Q4 		$13.8M Sell
61,517
-985
-2% -$208K 1.85% 19
2021
Q3 		$13.3M Sell
62,502
-933
-1% -$215K 2% 19
2021
Q2 		$15.5M Sell
63,435
-426
-0.7% -$105K 2.36% 14
2021
Q1 		$15.9M Sell
63,861
-2,746
-4% -$655K 2.58% 12
2020
Q4 		$15.3M Buy
66,607
+1,037
+2% +$239K 2.58% 12
2020
Q3 		$16.7M Buy
65,570
+301
+0.5% +$74.6K 3.23% 8
2020
Q2 		$15.4M Sell
65,269
-190
-0.3% -$43.4K 3.16% 8
2020
Q1 		$13.3M Buy
65,459
+3,420
+6% +$747K 3.27% 8
2019
Q4 		$15M Sell
62,039
-708
-1% -$156K 2.95% 9
2019
Q3 		$12.1M Buy
62,747
+1,689
+3% +$324K 2.58% 13
2019
Q2 		$11.3M Buy
61,058
+792
+1% +$142K 2.56% 14
2019
Q1 		$11.4M Sell
60,266
-20,239
-25% -$3.87M 2.63% 12
2018
Q4 		$15.7M Buy
80,505
+1,318
+2% +$257K 4.11% 7
2018
Q3 		$16.4M Sell
79,187
-1,710
-2% -$337K 3.75% 8
2018
Q2 		$14.9M Buy
80,897
+200
+0.2% +$35.4K 3.6% 8
2018
Q1 		$13.8M Sell
80,697
-2,290
-3% -$420K 3.17% 11
2017
Q4 		$14.4M Buy
82,987
+780
+0.9% +$138K 3.26% 9
2017
Q3 		$15.3M Buy
82,207
+2,085
+3% +$369K 3.66% 7
2017
Q2 		$13.8M Buy
80,122
+3,832
+5% +$623K 3.52% 9
2017
Q1 		$12.5M Buy
76,290
+1,000
+1% +$166K 3.22% 9
2016
Q4 		$11M Buy
+75,290
New +$11.3M 3.04% 10
2016
Q3 		– Sell
-69,845
Closed -$10.6M – 112
2016
Q2 		$10.6M Buy
69,845
+1,225
+2% +$190K 3.08% 11
2016
Q1 		$10.3M Buy
68,620
+32,710
+91% +$4.86M 3.26% 10
2015
Q4 		$5.83M Buy
35,910
+1,465
+4% +$230K 2.06% 22
2015
Q3 		$4.76M Buy
34,445
+32,845
+2,053% +$5.18M 1.72% 24
2015
Q2 		$246K Hold
1,600
– – 0.08% 97
2015
Q1 		$256K Hold
1,600
– – 0.09% 94
2014
Q4 		$255K Hold
1,600
– – 0.08% 96
2014
Q3 		$225K Buy
+1,600
New +$209K 0.07% 99

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LVM Capital Management's AMGN Position: Q2 2026 in Review

LVM Capital Management reduced its Amgen (AMGN) stake by 2% in Q2 2026, selling an estimated $204K and leaving 29,133 shares worth $10.6M. The position accounts for 0.88% of the portfolio, ranked #32.

LVM Capital Management first reported a position in AMGN in Q3 2014 and has held it in 47 quarters since. The position peaked at $18.8M in Q3 2024. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • LVM Capital Management held 29,133 shares of Amgen worth $10.6M as of Q2 2026.
  • LVM Capital Management sold 596 Amgen shares in Q2 2026, an estimated $204K.
  • Amgen made up 0.88% of LVM Capital Management's portfolio in Q2 2026, its #32 holding.
  • LVM Capital Management first reported a position in Amgen in Q3 2014 and has held it in 47 quarters since.
  • LVM Capital Management's Amgen position peaked at $18.8M in Q3 2024.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.