Richard Bernstein Advisors’s Amgen AMGN Stock Holding History

Richard Bernstein Advisors’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 Q1	$1.49M	Hold	4,238	–	–	0.04%	123
2025 Q4	$1.39M	Sell	4,238 -436	-9%	-$138K	0.04%	101
2025 Q3	$1.32M	Sell	4,674 -8,655	-65%	-$2.51M	0.04%	148
2025 Q2	$3.72M	Hold	13,329	–	–	0.09%	107
2025 Q1	$4.15M	Sell	13,329 -535	-4%	-$158K	0.1%	93
2024 Q4	$3.61M	Hold	13,864	–	–	0.08%	132
2024 Q3	$4.47M	Hold	13,864	–	–	0.1%	92
2024 Q2	$4.33M	Buy	13,864 +2	+0%	+$588	0.1%	76
2024 Q1	$3.94M	Hold	13,862	–	–	0.08%	91
2023 Q4	$3.99M	Buy	13,862 +9	+0.1%	+$2.45K	0.09%	78
2023 Q3	$3.72M	Hold	13,853	–	–	0.08%	79
2023 Q2	$3.08M	Hold	13,853	–	–	0.07%	102
2023 Q1	$3.35M	Hold	13,853	–	–	0.07%	102
2022 Q4	$3.64M	Sell	13,853 -6,143	-31%	-$1.65M	0.08%	101
2022 Q3	$4.51M	Sell	19,996 -3,975	-17%	-$964K	0.11%	79
2022 Q2	$5.83M	Hold	23,971	–	–	0.13%	72
2022 Q1	$5.8M	Hold	23,971	–	–	0.11%	86
2021 Q4	$5.39M	Hold	23,971	–	–	0.1%	91
2021 Q3	$5.1M	Buy	23,971 +971	+4%	+$223K	0.1%	97
2021 Q2	$5.61M	Hold	23,000	–	–	0.12%	77
2021 Q1	$5.72M	Sell	23,000 -3,687	-14%	-$880K	0.13%	66
2020 Q4	$6.14M	Hold	26,687	–	–	0.15%	59
2020 Q3	$6.78M	Hold	26,687	–	–	0.19%	49
2020 Q2	$6.29M	Hold	26,687	–	–	0.2%	47
2020 Q1	$5.41M	Sell	26,687 -11,864	-31%	-$2.59M	0.19%	54
2019 Q4	$9.29M	Hold	38,551	–	–	0.3%	36
2019 Q3	$7.46M	Hold	38,551	–	–	0.24%	44
2019 Q2	$7.1M	Hold	38,551	–	–	0.24%	47
2019 Q1	$7.32M	Buy	38,551 +11,236	+41%	+$2.15M	0.24%	56
2018 Q4	$5.32M	Hold	27,315	–	–	0.2%	82
2018 Q3	$5.66M	Buy	+27,315	New	+$5.38M	0.16%	106
2016 Q1	–	Sell	-41,689	Closed	-$6.77M	–	236
2015 Q4	$6.77M	Hold	41,689	–	–	0.87%	31
2015 Q3	$5.77M	Hold	41,689	–	–	0.79%	38
2015 Q2	$6.4M	Buy	41,689 +3,837	+10%	+$615K	0.77%	35
2015 Q1	$6.05M	Hold	37,852	–	–	0.79%	40
2014 Q4	$6.03M	Hold	37,852	–	–	0.62%	50
2014 Q3	$5.32M	Hold	37,852	–	–	0.56%	58
2014 Q2	$4.48M	Hold	37,852	–	–	0.53%	75
2014 Q1	$4.67M	Buy	37,852 +21,596	+133%	+$2.62M	0.66%	46
2013 Q4	$1.86M	Sell	16,256 -10,837	-40%	-$1.23M	0.38%	90
2013 Q3	$3.03M	Hold	27,093	–	–	0.9%	17
2013 Q2	$2.67M	Buy	+27,093	New	+$2.81M	0.88%	19

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Richard Bernstein Advisors's AMGN Position: Q1 2026 in Review

Richard Bernstein Advisors held its Amgen (AMGN) position steady in Q1 2026 at 4,238 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #123.

Richard Bernstein Advisors first reported a position in AMGN in Q2 2013 and has held it in 42 quarters since. The position peaked at $9.29M in Q4 2019. 3,142 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Richard Bernstein Advisors held 4,238 shares of Amgen worth $1.49M as of Q1 2026.
Richard Bernstein Advisors left its Amgen share count unchanged in Q1 2026.
Amgen made up 0.04% of Richard Bernstein Advisors's portfolio in Q1 2026, its #123 holding.
Richard Bernstein Advisors first reported a position in Amgen in Q2 2013 and has held it in 42 quarters since.
Richard Bernstein Advisors's Amgen position peaked at $9.29M in Q4 2019.
3,142 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.