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Plato Investment Management’s Amgen AMGN Stock Holding History

Plato 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 		$8.07M Buy
22,412
+599
+3% +$205K 0.46% 42
2026
Q1 		$7.68M Buy
21,813
+1,388
+7% +$495K 0.52% 39
2025
Q4 		$6.72M Buy
20,425
+121
+0.6% +$38.4K 0.44% 46
2025
Q3 		$5.69M Buy
20,304
+2,258
+13% +$655K 0.39% 50
2025
Q2 		$5.02M Buy
18,046
+983
+6% +$278K 0.38% 57
2025
Q1 		$5.37M Sell
17,063
-3,091
-15% -$913K 0.45% 39
2024
Q4 		$5.27M Buy
20,154
+1,446
+8% +$429K 0.39% 55
2024
Q3 		$6.02M Buy
18,708
+735
+4% +$240K 0.49% 40
2024
Q2 		$5.62M Buy
17,973
+885
+5% +$260K 0.52% 37
2024
Q1 		$4.86M Buy
17,088
+13,845
+427% +$4.05M 0.5% 41
2023
Q4 		$934K Buy
+3,243
New +$884K 1.15% 14

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

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

Plato Investment Management increased its Amgen (AMGN) stake by 2.7% in Q2 2026, buying an estimated $205K and bringing the position to 22,412 shares worth $8.07M. The position accounts for 0.46% of the portfolio, ranked #42.

Plato Investment Management first reported a position in AMGN in Q4 2023 and has held it in 11 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Plato Investment Management held 22,412 shares of Amgen worth $8.07M as of Q2 2026.
  • Plato Investment Management bought 599 Amgen shares in Q2 2026, an estimated $205K.
  • Amgen made up 0.46% of Plato Investment Management's portfolio in Q2 2026, its #42 holding.
  • Plato Investment Management first reported a position in Amgen in Q4 2023 and has held it in 11 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.