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Montrusco Bolton Investments’s Amgen AMGN Stock Holding History

Montrusco Bolton Investments’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
2025
Q2 		– Sell
-689,602
Closed -$211M – 76
2025
Q1 		$211M Sell
689,602
-522,932
-43% -$154M 2.77% 15
2024
Q4 		$307M Sell
1,212,534
-375,906
-24% -$112M 3.71% 11
2024
Q3 		$501M Buy
1,588,440
+30,731
+2% +$10.1M 5.27% 6
2024
Q2 		$475M Sell
1,557,709
-254,045
-14% -$74.6M 4.99% 4
2024
Q1 		$502M Buy
1,811,754
+683,980
+61% +$200M 5.34% 5
2023
Q4 		$320M Sell
1,127,774
-329,713
-23% -$89.8M 3.96% 11
2023
Q3 		$383M Buy
1,457,487
+38,968
+3% +$9.72M 5.58% 2
2023
Q2 		$308M Buy
1,418,519
+623,118
+78% +$145M 4.78% 2
2023
Q1 		$187M Buy
795,401
+297,372
+60% +$73M 3.86% 5
2022
Q4 		$125M Buy
498,029
+3,744
+0.8% +$1M 2.91% 10
2022
Q3 		$109M Buy
494,285
+1,495
+0.3% +$362K 2.87% 11
2022
Q2 		$118M Sell
492,790
-73,483
-13% -$18M 3.14% 8
2022
Q1 		$135M Sell
566,273
-2,449
-0.4% -$563K 3.11% 8
2021
Q4 		$125M Buy
568,722
+132,356
+30% +$27.9M 2.96% 12
2021
Q3 		$91.2M Buy
436,366
+192,947
+79% +$44.4M 2.48% 16
2021
Q2 		$58.7M Sell
243,419
-5,294
-2% -$1.3M 1.76% 23
2021
Q1 		$61.2M Buy
248,713
+42,825
+21% +$10.2M 2% 21
2020
Q4 		$46.7M Buy
+205,888
New +$47.5M 2.05% 22
2015
Q1 		– Sell
-2,910
Closed -$464K – 91
2014
Q4 		$464K Buy
+2,910
New +$453K 0.03% 73

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Montrusco Bolton Investments's AMGN Position: Q2 2025 in Review

Montrusco Bolton Investments sold out of Amgen (AMGN) in Q2 2025, closing a stake of 689,602 shares — an estimated $211M sold.

Montrusco Bolton Investments first reported a position in AMGN in Q4 2014 and held it in 19 quarters. The position peaked at $502M in Q1 2024. 2,852 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Montrusco Bolton Investments reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
  • Montrusco Bolton Investments sold 689,602 Amgen shares in Q2 2025, an estimated $211M.
  • Montrusco Bolton Investments first reported a position in Amgen in Q4 2014 and held it in 19 quarters.
  • Montrusco Bolton Investments's Amgen position peaked at $502M in Q1 2024.
  • 2,852 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Montrusco Bolton Investments's 13F filing for Q2 2025, filed 25 Jul 2025.