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Marshall Investment Management’s Amgen AMGN Stock Holding History

Marshall Investment 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 		$3.04M Buy
8,386
+602
+8% +$206K 1.26% 27
2026
Q1 		$2.74M Buy
7,784
+350
+5% +$125K 1.31% 26
2025
Q4 		$2.43M Buy
7,434
+977
+15% +$310K 1.22% 29
2025
Q3 		$1.82M Buy
+6,457
New +$1.87M 0.96% 37
2025
Q2 		– Sell
-6,210
Closed -$1.93M – 30
2025
Q1 		$1.93M Buy
6,210
+274
+5% +$80.9K 1.2% 32
2024
Q4 		$1.91M Buy
+5,936
New +$1.76M 1.13% 34

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

Marshall Investment Management's AMGN Position: Q2 2026 in Review

Marshall Investment Management increased its Amgen (AMGN) stake by 7.7% in Q2 2026, buying an estimated $206K and bringing the position to 8,386 shares worth $3.04M. The position accounts for 1.26% of the portfolio, ranked #27.

Marshall Investment Management first reported a position in AMGN in Q4 2024 and has held it in 6 quarters since. 3,151 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Marshall Investment Management held 8,386 shares of Amgen worth $3.04M as of Q2 2026.
  • Marshall Investment Management bought 602 Amgen shares in Q2 2026, an estimated $206K.
  • Amgen made up 1.26% of Marshall Investment Management's portfolio in Q2 2026, its #27 holding.
  • Marshall Investment Management first reported a position in Amgen in Q4 2024 and has held it in 6 quarters since.
  • 3,151 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.