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Nelson Capital Management’s Amgen AMGN Stock Holding History

Nelson 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 		$780K Sell
2,154
-12,070
-85% -$4.13M 0.09% 74
2026
Q1 		$5M Sell
14,224
-302
-2% -$108K 0.61% 27
2025
Q4 		$4.75M Sell
14,526
-389
-3% -$123K 0.56% 33
2025
Q3 		$4.21M Sell
14,915
-90
-0.6% -$26.1K 0.5% 37
2025
Q2 		$4.19M Buy
15,005
+282
+2% +$79.9K 0.55% 37
2025
Q1 		$4.59M Sell
14,723
-279
-2% -$82.4K 0.79% 32
2024
Q4 		$3.91M Sell
15,002
-1,797
-11% -$533K 0.65% 36
2024
Q3 		$5.41M Sell
16,799
-1,351
-7% -$442K 0.91% 27
2024
Q2 		$5.67M Sell
18,150
-504
-3% -$148K 1.01% 25
2024
Q1 		$5.3M Buy
18,654
+2,901
+18% +$849K 1.01% 28
2023
Q4 		$4.54M Sell
15,753
-2,672
-15% -$728K 1.02% 29
2023
Q3 		$4.95M Sell
18,425
-46
-0.2% -$11.5K 1.21% 25
2023
Q2 		$4.1M Buy
18,471
+217
+1% +$50.4K 1.06% 31
2023
Q1 		$4.41M Buy
18,254
+557
+3% +$137K 1.25% 30
2022
Q4 		$4.65M Buy
17,697
+15,025
+562% +$4.03M 1.36% 30
2022
Q3 		$602K Hold
2,672
– – 0.18% 78
2022
Q2 		$650K Sell
2,672
-75
-3% -$18.4K 0.18% 75
2022
Q1 		$664K Buy
2,747
+37
+1% +$8.5K 0.13% 79
2021
Q4 		$610K Hold
2,710
– – 0.11% 82
2021
Q3 		$576K Sell
2,710
-87
-3% -$20K 0.11% 79
2021
Q2 		$682K Hold
2,797
– – 0.14% 76
2021
Q1 		$696K Hold
2,797
– – 0.15% 73
2020
Q4 		$643K Sell
2,797
-49
-2% -$11.3K 0.14% 70
2020
Q3 		$723K Sell
2,846
-250
-8% -$61.9K 0.13% 73
2020
Q2 		$730K Hold
3,096
– – 0.16% 68
2020
Q1 		$628K Buy
3,096
+400
+15% +$87.4K 0.17% 66
2019
Q4 		$650K Sell
2,696
-300
-10% -$66.1K 0.14% 74
2019
Q3 		$580K Buy
2,996
+275
+10% +$52.8K 0.14% 66
2019
Q2 		$501K Buy
2,721
+49
+2% +$8.77K 0.12% 69
2019
Q1 		$508K Buy
2,672
+217
+9% +$41.4K 0.13% 67
2018
Q4 		$478K Hold
2,455
– – 0.13% 70
2018
Q3 		$509K Hold
2,455
– – 0.12% 66
2018
Q2 		$453K Buy
2,455
+63
+3% +$11.1K 0.12% 67
2018
Q1 		$408K Sell
2,392
-715
-23% -$131K 0.11% 73
2017
Q4 		$540K Buy
3,107
+2,330
+300% +$412K 0.17% 63
2017
Q3 		$145K Sell
777
-123
-14% -$21.8K 0.05% 94
2017
Q2 		$155K Buy
900
+160
+22% +$26K 0.05% 95
2017
Q1 		$121K Buy
+740
New +$123K 0.04% 99
2016
Q4 		– Sell
-740
Closed -$123K – 253
2016
Q3 		$123K Buy
+740
New +$125K 0.04% 96
2016
Q2 		– Sell
-320
Closed -$48K – 269
2016
Q1 		$48K Sell
320
-35
-10% -$5.2K 0.02% 109
2015
Q4 		$58K Hold
355
– – 0.02% 101
2015
Q3 		$49K Hold
355
– – 0.02% 109
2015
Q2 		$54K Hold
355
– – 0.02% 114
2015
Q1 		$57K Hold
355
– – 0.02% 110
2014
Q4 		$57K Hold
355
– – 0.02% 118
2014
Q3 		$50K Buy
355
+5
+1% +$653 0.02% 123
2014
Q2 		$41K Buy
350
+160
+84% +$18.5K 0.02% 126
2014
Q1 		$23K Buy
190
+80
+73% +$9.7K 0.01% 150
2013
Q4 		$13K Hold
110
– – 0.01% 168
2013
Q3 		$12K Hold
110
– – 0.01% 169
2013
Q2 		$11K Buy
+110
New +$11.4K 0.01% 173

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Nelson Capital Management reduced its Amgen (AMGN) stake by 85% in Q2 2026, selling an estimated $4.13M and leaving 2,154 shares worth $780K. The position accounts for 0.09% of the portfolio, ranked #74.

Nelson Capital Management first reported a position in AMGN in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.67M in Q2 2024. 1,279 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Nelson Capital Management held 2,154 shares of Amgen worth $780K as of Q2 2026.
  • Nelson Capital Management sold 12,070 Amgen shares in Q2 2026, an estimated $4.13M.
  • Amgen made up 0.09% of Nelson Capital Management's portfolio in Q2 2026, its #74 holding.
  • Nelson Capital Management first reported a position in Amgen in Q2 2013 and has held it in 51 quarters since.
  • Nelson Capital Management's Amgen position peaked at $5.67M in Q2 2024.
  • 1,279 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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