Narwhal Capital Management’s Amgen AMGN Stock Holding History

Narwhal 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	$347K	Sell	959 -58	-6%	-$19.9K	0.02%	140
2026 Q1	$358K	Sell	1,017 -97	-9%	-$34.6K	0.03%	140
2025 Q4	$365K	Sell	1,114 -23	-2%	-$7.3K	0.03%	135
2025 Q3	$321K	Sell	1,137 -33	-3%	-$9.57K	0.02%	141
2025 Q2	$327K	Sell	1,170 -3,886	-77%	-$1.1M	0.03%	142
2025 Q1	$1.58M	Sell	5,056 -26	-0.5%	-$7.68K	0.14%	90
2024 Q4	$1.32M	Sell	5,082 -45	-0.9%	-$13.4K	0.12%	92
2024 Q3	$1.65M	Sell	5,127 -20	-0.4%	-$6.54K	0.15%	85
2024 Q2	$1.61M	Sell	5,147 -47	-0.9%	-$13.8K	0.15%	85
2024 Q1	$1.48M	Hold	5,194	–	–	0.14%	89
2023 Q4	$1.5M	Sell	5,194 -257	-5%	-$70K	0.16%	88
2023 Q3	$1.47M	Sell	5,451 -333	-6%	-$83.1K	0.18%	89
2023 Q2	$1.28M	Sell	5,784 -92	-2%	-$21.3K	0.15%	93
2023 Q1	$1.42M	Sell	5,876 -13	-0.2%	-$3.19K	0.18%	91
2022 Q4	$1.55M	Buy	5,889 +63	+1%	+$16.9K	0.21%	87
2022 Q3	$1.31M	Buy	5,826 +190	+3%	+$46.1K	0.19%	87
2022 Q2	$1.37M	Buy	5,636 +839	+17%	+$206K	0.19%	83
2022 Q1	$1.16M	Sell	4,797 -856	-15%	-$197K	0.14%	88
2021 Q4	$1.27M	Sell	5,653 -265	-4%	-$55.9K	0.14%	86
2021 Q3	$1.26M	Sell	5,918 -1,984	-25%	-$457K	0.16%	84
2021 Q2	$1.93M	Sell	7,902 -1,541	-16%	-$379K	0.24%	74
2021 Q1	$2.35M	Sell	9,443 -1,085	-10%	-$259K	0.32%	68
2020 Q4	$2.42M	Buy	10,528 +1,580	+18%	+$364K	0.34%	63
2020 Q3	$2.27M	Buy	8,948 +860	+11%	+$213K	0.37%	63
2020 Q2	$1.91M	Buy	8,088 +16	+0.2%	+$3.65K	0.33%	65
2020 Q1	$1.64M	Buy	8,072 +2,078	+35%	+$454K	0.35%	64
2019 Q4	$1.45M	Buy	5,994 +56	+0.9%	+$12.3K	0.27%	76
2019 Q3	$1.15M	Buy	5,938 +1,249	+27%	+$240K	0.23%	83
2019 Q2	$864K	Buy	4,689 +698	+17%	+$125K	0.18%	90
2019 Q1	$758K	Hold	3,991	–	–	0.16%	97
2018 Q4	$777K	Hold	3,991	–	–	0.19%	96
2018 Q3	$827K	Buy	3,991 +41	+1%	+$8.08K	0.18%	101
2018 Q2	$729K	Sell	3,950 -3,860	-49%	-$683K	0.17%	105
2018 Q1	$1.33M	Sell	7,810 -10,950	-58%	-$2.01M	0.31%	91
2017 Q4	$3.26M	Buy	18,760 +250	+1%	+$44.2K	0.75%	46
2017 Q3	$3.45M	Sell	18,510 -1,400	-7%	-$248K	0.86%	40
2017 Q2	$3.43M	Buy	19,910 +50	+0.3%	+$8.13K	0.89%	41
2017 Q1	$3.26M	Buy	19,860 +1,625	+9%	+$270K	0.91%	34
2016 Q4	$2.67M	Buy	18,235 +5,640	+45%	+$849K	0.8%	41
2016 Q3	$2.1M	Hold	12,595	–	–	0.66%	52
2016 Q2	$1.92M	Buy	12,595 +2,350	+23%	+$365K	0.6%	57
2016 Q1	$1.54M	Buy	10,245 +250	+3%	+$37.1K	0.5%	68
2015 Q4	$1.62M	Hold	9,995	–	–	0.56%	62
2015 Q3	$1.38M	Hold	9,995	–	–	0.52%	63
2015 Q2	$1.53M	Hold	9,995	–	–	0.56%	61
2015 Q1	$1.6M	Hold	9,995	–	–	0.58%	60
2014 Q4	$1.59M	Sell	9,995 -130	-1%	-$20.3K	0.62%	62
2014 Q3	$1.42M	Hold	10,125	–	–	0.57%	65
2014 Q2	$1.2M	Sell	10,125 -140	-1%	-$16.2K	0.46%	76
2014 Q1	$1.27M	Hold	10,265	–	–	0.53%	74
2013 Q4	$1.17M	Sell	10,265 -1,375	-12%	-$156K	0.48%	80
2013 Q3	$1.3M	Hold	11,640	–	–	0.62%	64
2013 Q2	$1.15M	Buy	+11,640	New	+$1.21M	0.55%	71

Other funds holding AMGN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Narwhal Capital Management reduced its Amgen (AMGN) stake by 5.7% in Q2 2026, selling an estimated $19.9K and leaving 959 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #140.

Narwhal Capital Management first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.45M in Q3 2017. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Narwhal Capital Management held 959 shares of Amgen worth $347K as of Q2 2026.
Narwhal Capital Management sold 58 Amgen shares in Q2 2026, an estimated $19.9K.
Amgen made up 0.02% of Narwhal Capital Management's portfolio in Q2 2026, its #140 holding.
Narwhal Capital Management first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
Narwhal Capital Management's Amgen position peaked at $3.45M in Q3 2017.
1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.