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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
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 $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

Marshall Investment Management's AMGN Position: Q1 2026 in Review

Marshall Investment Management increased its Amgen (AMGN) stake by 4.7% in Q1 2026, buying an estimated $125K and bringing the position to 7,784 shares worth $2.74M. The position accounts for 1.31% of the portfolio, ranked #26.

Marshall Investment Management first reported a position in AMGN in Q4 2024 and has held it in 5 quarters since. 3,128 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Marshall Investment Management held 7,784 shares of Amgen worth $2.74M as of Q1 2026.
  • Marshall Investment Management bought 350 Amgen shares in Q1 2026, an estimated $125K.
  • Amgen made up 1.31% of Marshall Investment Management's portfolio in Q1 2026, its #26 holding.
  • Marshall Investment Management first reported a position in Amgen in Q4 2024 and has held it in 5 quarters since.
  • 3,128 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.