McDonald Partners
AMGN icon

McDonald Partners’s Amgen AMGN Stock Holding History

McDonald Partners’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 		$6.66M Sell
15,804
-125
-0.8% -$49.8K 1.58% 10
2026
Q2 		$5.77M Sell
15,929
-93
-0.6% -$31.8K 1.4% 14
2026
Q1 		$5.64M Sell
16,022
-47
-0.3% -$16.8K 1.33% 21
2025
Q4 		$5.26M Sell
16,069
-1,602
-9% -$508K 1.66% 14
2025
Q3 		$4.99M Sell
17,671
-3,465
-16% -$1M 1.49% 14
2025
Q2 		$5.92M Buy
21,136
+85
+0.4% +$24.1K 1.42% 11
2025
Q1 		$6.58M Sell
21,051
-215
-1% -$63.5K 1.71% 6
2024
Q4 		$5.54M Buy
21,266
+464
+2% +$138K 1.42% 9
2024
Q3 		$6.7M Sell
20,802
-215
-1% -$70.3K 1.68% 6
2024
Q2 		$6.57M Buy
21,017
+322
+2% +$94.6K 1.76% 6
2024
Q1 		$5.88M Sell
20,695
-60
-0.3% -$17.6K 1.62% 7
2023
Q4 		$5.98M Sell
20,755
-462
-2% -$126K 1.77% 6
2023
Q3 		$5.7M Sell
21,217
-135
-0.6% -$33.7K 1.86% 8
2023
Q2 		$4.74M Buy
21,352
+160
+0.8% +$37.1K 1.45% 11
2023
Q1 		$5.12M Buy
21,192
+207
+1% +$50.8K 1.66% 9
2022
Q4 		$5.51M Sell
20,985
-26
-0.1% -$6.97K 1.88% 9
2022
Q3 		$4.74M Buy
21,011
+81
+0.4% +$19.6K 1.81% 7
2022
Q2 		$5.09M Buy
20,930
+30
+0.1% +$7.35K 1.3% 15
2022
Q1 		$5.05M Buy
20,900
+20,886
+149,186% +$4.8M 1.1% 18
2021
Q4 		$3.15K Sell
14
-20,600
-100% -$4.35M ﹤0.01% 285
2021
Q3 		$4.38M Buy
20,614
+377
+2% +$86.8K 1.03% 20
2021
Q2 		$4.93M Sell
20,237
-35
-0.2% -$8.61K 1.17% 16
2021
Q1 		$5.04M Buy
20,272
+702
+4% +$168K 1.3% 11
2020
Q4 		$4.5M Buy
+19,570
New +$4.51M 1.27% 15

Other funds holding AMGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

McDonald Partners's AMGN Position: Q3 2026 in Review

McDonald Partners reduced its Amgen (AMGN) stake by 0.78% in Q3 2026, selling an estimated $49.8K and leaving 15,804 shares worth $6.66M. The position accounts for 1.58% of the portfolio, ranked #10.

McDonald Partners first reported a position in AMGN in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.7M in Q3 2024. 2,162 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • McDonald Partners held 15,804 shares of Amgen worth $6.66M as of Q3 2026.
  • McDonald Partners sold 125 Amgen shares in Q3 2026, an estimated $49.8K.
  • Amgen made up 1.58% of McDonald Partners's portfolio in Q3 2026, its #10 holding.
  • McDonald Partners first reported a position in Amgen in Q4 2020 and has held it in 24 quarters since.
  • McDonald Partners's Amgen position peaked at $6.7M in Q3 2024.
  • 2,162 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.