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Orion Capital Management’s Amgen AMGN Stock Holding History

Orion 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 		$743K Hold
2,053
– – 0.23% 75
2026
Q1 		$722K Sell
2,053
-10
-0.5% -$3.56K 0.25% 66
2025
Q4 		$675K Sell
2,063
-42
-2% -$13.3K 0.23% 71
2025
Q3 		$594K Sell
2,105
-10
-0.5% -$2.9K 0.21% 76
2025
Q2 		$591K Hold
2,115
– – 0.22% 73
2025
Q1 		$659K Sell
2,115
-20
-0.9% -$5.91K 0.28% 61
2024
Q4 		$556K Sell
2,135
-110
-5% -$32.6K 0.24% 66
2024
Q3 		$723K Buy
2,245
+370
+20% +$121K 0.35% 61
2024
Q2 		$586K Buy
1,875
+530
+39% +$156K 0.31% 63
2024
Q1 		$382K Buy
1,345
+60
+5% +$17.6K 0.2% 78
2023
Q4 		$370K Buy
1,285
+400
+45% +$109K 0.22% 80
2023
Q3 		$238K Buy
+885
New +$221K 0.15% 103
2023
Q2 		– Sell
-832
Closed -$201K – 156
2023
Q1 		$201K Buy
832
+130
+19% +$31.9K 0.13% 111
2022
Q4 		$184K Hold
702
– – 0.14% 114
2022
Q3 		$158K Buy
702
+202
+40% +$49K 0.13% 119
2022
Q2 		$122K Hold
500
– – 0.09% 133
2022
Q1 		$121K Hold
500
– – 0.07% 155
2021
Q4 		$112K Hold
500
– – 0.06% 157
2021
Q3 		$106K Buy
500
+150
+43% +$34.5K 0.06% 153
2021
Q2 		$85K Hold
350
– – 0.05% 157
2021
Q1 		$87K Hold
350
– – 0.06% 141
2020
Q4 		$80K Buy
+350
New +$80.7K 0.06% 136

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Orion Capital Management held its Amgen (AMGN) position steady in Q2 2026 at 2,053 shares worth $743K. The position accounts for 0.23% of the portfolio, ranked #75.

Orion Capital Management first reported a position in AMGN in Q4 2020 and has held it in 22 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Orion Capital Management held 2,053 shares of Amgen worth $743K as of Q2 2026.
  • Orion Capital Management left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.23% of Orion Capital Management's portfolio in Q2 2026, its #75 holding.
  • Orion Capital Management first reported a position in Amgen in Q4 2020 and has held it in 22 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.