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Morton Capital Management’s Amgen AMGN Stock Holding History

Morton Capital 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 		$2.3M Sell
6,352
-131
-2% -$44.8K 0.31% 29
2026
Q1 		$2.28M Buy
6,483
+500
+8% +$178K 0.34% 25
2025
Q4 		$1.96M Sell
5,983
-172
-3% -$54.6K 0.3% 30
2025
Q3 		$1.74M Sell
6,155
-226
-4% -$65.5K 0.29% 35
2025
Q2 		$1.78M Sell
6,381
-97
-1% -$27.5K 0.32% 31
2025
Q1 		$2.02M Buy
6,478
+598
+10% +$177K 0.39% 23
2024
Q4 		$1.53M Sell
5,880
-29
-0.5% -$8.6K 0.29% 34
2024
Q3 		$1.9M Buy
5,909
+121
+2% +$39.6K 0.37% 23
2024
Q2 		$1.81M Buy
5,788
+53
+0.9% +$15.6K 0.43% 22
2024
Q1 		$1.63M Sell
5,735
-34
-0.6% -$9.95K 0.44% 23
2023
Q4 		$1.66M Sell
5,769
-33
-0.6% -$8.99K 0.49% 20
2023
Q3 		$1.56M Hold
5,802
– – 0.55% 18
2023
Q2 		$1.29M Buy
5,802
+35
+0.6% +$8.12K 0.44% 21
2023
Q1 		$1.39M Hold
5,767
– – 0.49% 19
2022
Q4 		$1.51M Sell
5,767
-15
-0.3% -$4.02K 0.59% 19
2022
Q3 		$1.3M Sell
5,782
-67
-1% -$16.2K 0.59% 17
2022
Q2 		$1.42M Sell
5,849
-175
-3% -$42.9K 0.62% 17
2022
Q1 		$1.46M Buy
6,024
+4
+0.1% +$919 0.6% 15
2021
Q4 		$1.35M Buy
+6,020
New +$1.27M 0.55% 18

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Morton Capital Management's AMGN Position: Q2 2026 in Review

Morton Capital Management reduced its Amgen (AMGN) stake by 2% in Q2 2026, selling an estimated $44.8K and leaving 6,352 shares worth $2.3M. The position accounts for 0.31% of the portfolio, ranked #29.

Morton Capital Management first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. 952 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Morton Capital Management held 6,352 shares of Amgen worth $2.3M as of Q2 2026.
  • Morton Capital Management sold 131 Amgen shares in Q2 2026, an estimated $44.8K.
  • Amgen made up 0.31% of Morton Capital Management's portfolio in Q2 2026, its #29 holding.
  • Morton Capital Management first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • 952 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.