RIL
AMGN icon

Rothschild Investment LLC’s Amgen AMGN Stock Holding History

Rothschild Investment LLC’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 		$20.5M Buy
58,225
+62
+0.1% +$22.1K 1.07% 20
2025
Q4 		$19M Sell
58,163
-900
-2% -$285K 1.05% 19
2025
Q3 		$16.7M Sell
59,063
-740
-1% -$215K 0.94% 22
2025
Q2 		$16.7M Sell
59,803
-1,147
-2% -$325K 1.05% 18
2025
Q1 		$19M Buy
60,950
+691
+1% +$204K 1.27% 14
2024
Q4 		$15.7M Buy
60,259
+1,642
+3% +$487K 1.03% 17
2024
Q3 		$18.9M Sell
58,617
-607
-1% -$199K 1.24% 13
2024
Q2 		$18.5M Sell
59,224
-92
-0.2% -$27K 1.29% 14
2024
Q1 		$16.9M Sell
59,316
-1,337
-2% -$391K 1.22% 14
2023
Q4 		$17.5M Buy
60,653
+1,254
+2% +$342K 1.46% 15
2023
Q3 		$16M Sell
59,399
-145
-0.2% -$36.2K 1.35% 13
2023
Q2 		$13.2M Buy
59,544
+160
+0.3% +$37.1K 1.1% 18
2023
Q1 		$14.4M Buy
59,384
+340
+0.6% +$83.5K 1.26% 16
2022
Q4 		$15.5M Sell
59,044
-8,383
-12% -$2.25M 1.42% 10
2022
Q3 		$15.2M Sell
67,427
-2,142
-3% -$519K 1.5% 9
2022
Q2 		$16.9M Sell
69,569
-420
-0.6% -$103K 1.56% 9
2022
Q1 		$16.9M Sell
69,989
-519
-0.7% -$119K 1.33% 13
2021
Q4 		$15.9M Sell
70,508
-582
-0.8% -$123K 1.23% 13
2021
Q3 		$15.1M Sell
71,090
-12,824
-15% -$2.95M 1.27% 12
2021
Q2 		$20.5M Sell
83,914
-100
-0.1% -$24.6K 1.63% 5
2021
Q1 		$20.9M Buy
84,014
+3,216
+4% +$767K 1.8% 4
2020
Q4 		$18.6M Sell
80,798
-1,040
-1% -$240K 1.79% 5
2020
Q3 		$20.8M Buy
81,838
+4,575
+6% +$1.13M 2.26% 2
2020
Q2 		$18.2M Buy
77,263
+7,504
+11% +$1.71M 2.19% 3
2020
Q1 		$14.1M Sell
69,759
-553
-0.8% -$121K 1.85% 6
2019
Q4 		$16.9M Sell
70,312
-1,651
-2% -$364K 1.68% 6
2019
Q3 		$13.9M Buy
71,963
+3,083
+4% +$592K 1.62% 7
2019
Q2 		$12.7M Sell
68,880
-259
-0.4% -$46.4K 1.5% 10
2019
Q1 		$13.1M Buy
69,139
+175
+0.3% +$33.4K 1.54% 8
2018
Q4 		$13.4M Sell
68,964
-306
-0.4% -$59.7K 1.8% 5
2018
Q3 		$14.4M Buy
69,270
+200
+0.3% +$39.4K 1.69% 7
2018
Q2 		$12.8M Buy
69,070
+2,530
+4% +$448K 1.61% 8
2018
Q1 		$11.3M Buy
66,540
+4,902
+8% +$900K 1.45% 12
2017
Q4 		$10.7M Buy
61,638
+380
+0.6% +$67.3K 1.16% 21
2017
Q3 		$11.4M Sell
61,258
-2,263
-4% -$401K 1.29% 14
2017
Q2 		$10.9M Buy
63,521
+563
+0.9% +$91.6K 1.24% 15
2017
Q1 		$10.3M Sell
62,958
-5,950
-9% -$989K 1.2% 16
2016
Q4 		$10.1M Buy
68,908
+5,477
+9% +$824K 1.21% 14
2016
Q3 		$10.6M Sell
63,431
-1,420
-2% -$240K 1.3% 11
2016
Q2 		$9.87M Buy
64,851
+85
+0.1% +$13.2K 1.26% 12
2016
Q1 		$9.71M Buy
64,766
+94
+0.1% +$14K 1.25% 11
2015
Q4 		$10.5M Sell
64,672
-25
-0% -$3.93K 1.34% 7
2015
Q3 		$8.95M Buy
64,697
+17,175
+36% +$2.71M 1.18% 14
2015
Q2 		$7.3M Sell
47,522
-10
-0% -$1.6K 0.85% 24
2015
Q1 		$7.6M Buy
47,532
+15,744
+50% +$2.48M 0.89% 23
2014
Q4 		$5.06M Sell
31,788
-6,425
-17% -$1M 0.61% 41
2014
Q3 		$5.37M Sell
38,213
-610
-2% -$79.6K 0.65% 41
2014
Q2 		$4.59M Sell
38,823
-489
-1% -$56.6K 0.59% 50
2014
Q1 		$4.85M Buy
39,312
+400
+1% +$48.5K 0.65% 44
2013
Q4 		$4.44M Buy
38,912
+125
+0.3% +$14.2K 0.61% 48
2013
Q3 		$4.34M Buy
38,787
+630
+2% +$68.3K 0.64% 45
2013
Q2 		$3.77M Buy
+38,157
New +$3.96M 0.61% 46

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Rothschild Investment LLC's AMGN Position: Q1 2026 in Review

Rothschild Investment LLC increased its Amgen (AMGN) stake by 0.11% in Q1 2026, buying an estimated $22.1K and bringing the position to 58,225 shares worth $20.5M. The position accounts for 1.07% of the portfolio, ranked #20.

Rothschild Investment LLC first reported a position in AMGN in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.9M in Q1 2021. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Rothschild Investment LLC held 58,225 shares of Amgen worth $20.5M as of Q1 2026.
  • Rothschild Investment LLC bought 62 Amgen shares in Q1 2026, an estimated $22.1K.
  • Amgen made up 1.07% of Rothschild Investment LLC's portfolio in Q1 2026, its #20 holding.
  • Rothschild Investment LLC first reported a position in Amgen in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's Amgen position peaked at $20.9M in Q1 2021.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.