Morningstar Investment Management’s Amgen AMGN Stock Holding History

Morningstar 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	$5.11M	Hold	14,529	–	–	0.32%	68
2026 Q1	$5.11M	Buy	14,529 +1,081	+8%	+$385K	0.32%	68
2025 Q4	$4.4M	Sell	13,448 -543	-4%	-$172K	0.26%	85
2025 Q3	$3.95M	Buy	13,991 +9,907	+243%	+$2.87M	0.15%	167
2025 Q2	$1.14M	Buy	+4,084	New	+$1.16M	0.1%	62
2025 Q1	–	Sell	-2,729	Closed	-$711K	–	79
2024 Q4	$711K	Buy	2,729 +239	+10%	+$70.9K	0.06%	97
2024 Q3	$808K	Sell	2,490 -2,541	-51%	-$831K	0.08%	107
2024 Q2	$1.57M	Sell	5,031 -212	-4%	-$62.3K	0.16%	61
2024 Q1	$1.49M	Hold	5,243	–	–	0.16%	64
2023 Q4	$1.51M	Sell	5,243 -86	-2%	-$23.4K	0.17%	63
2023 Q3	$1.43M	Hold	5,329	–	–	0.2%	46
2023 Q2	$1.18M	Buy	5,329 +3,549	+199%	+$824K	0.16%	50
2023 Q1	$430K	Buy	1,780 +274	+18%	+$67.3K	0.06%	62
2022 Q4	$396K	Buy	+1,506	New	+$404K	0.07%	66

Other funds holding AMGN

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Morningstar Investment Management held its Amgen (AMGN) position steady in Q2 2026 at 14,529 shares worth $5.11M. The position accounts for 0.32% of the portfolio, ranked #68.

Morningstar Investment Management first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. 1,285 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Morningstar Investment Management held 14,529 shares of Amgen worth $5.11M as of Q2 2026.
Morningstar Investment Management left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.32% of Morningstar Investment Management's portfolio in Q2 2026, its #68 holding.
Morningstar Investment Management first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
1,285 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.