McLean Asset Management
AMGN icon

McLean Asset Management’s Amgen AMGN Stock Holding History

McLean Asset 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
Q3 		$485K Sell
1,053
-11
-1% -$4.38K 0.06% 106
2026
Q2 		$410K Sell
1,064
-29
-3% -$9.9K 0.05% 122
2026
Q1 		$385K Buy
1,093
+20
+2% +$7.13K 0.07% 112
2025
Q4 		$353K Buy
1,073
+2
+0.2% +$634 0.06% 115
2025
Q3 		$315K Buy
1,071
+96
+10% +$27.8K 0.06% 128
2025
Q2 		$289K Buy
975
+6
+0.6% +$1.7K 0.08% 129
2025
Q1 		$271K Sell
969
-71
-7% -$21K 0.09% 120
2024
Q4 		$271K Buy
1,040
+117
+13% +$34.7K 0.08% 125
2024
Q3 		$295K Buy
923
+15
+2% +$4.91K 0.09% 113
2024
Q2 		$292K Buy
908
+23
+3% +$6.76K 0.09% 112
2024
Q1 		$239K Buy
885
+7
+0.8% +$2.05K 0.08% 132
2023
Q4 		$266K Hold
878
– – 0.1% 116
2023
Q3 		$238K Buy
+878
New +$219K 0.1% 113
2023
Q2 		– Sell
-846
Closed -$205K – 133
2023
Q1 		$205K Sell
846
-158
-16% -$38.8K 0.08% 126
2022
Q4 		$264K Buy
1,004
+59
+6% +$15.8K 0.09% 105
2022
Q3 		$216K Sell
945
-3
-0.3% -$727 0.08% 117
2022
Q2 		$232K Buy
948
+49
+5% +$12K 0.09% 106
2022
Q1 		$217K Buy
899
+14
+2% +$3.22K 0.16% 119
2021
Q4 		$205K Sell
885
-240
-21% -$50.7K 0.08% 131
2021
Q3 		$235K Buy
1,125
+19
+2% +$4.37K 0.09% 117
2021
Q2 		$274K Sell
1,106
-35
-3% -$8.61K 0.12% 84
2021
Q1 		$291K Sell
1,141
-10
-0.9% -$2.39K 0.23% 72
2020
Q4 		$265K Buy
+1,151
New +$265K 0.23% 70

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

McLean Asset Management's AMGN Position: Q3 2026 in Review

McLean Asset Management reduced its Amgen (AMGN) stake by 1% in Q3 2026, selling an estimated $4.38K and leaving 1,053 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #106.

McLean Asset Management first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. 2,318 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • McLean Asset Management held 1,053 shares of Amgen worth $485K as of Q3 2026.
  • McLean Asset Management sold 11 Amgen shares in Q3 2026, an estimated $4.38K.
  • Amgen made up 0.06% of McLean Asset Management's portfolio in Q3 2026, its #106 holding.
  • McLean Asset Management first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
  • 2,318 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.