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Sunbeam Capital Management’s Amgen AMGN Stock Holding History

Sunbeam 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
Q3 		$309K Sell
732
-95
-11% -$37.9K 0.14% 92
2026
Q2 		$299K Buy
827
+24
+3% +$8.22K 0.14% 99
2026
Q1 		$282K Buy
803
+14
+2% +$4.99K 0.16% 87
2025
Q4 		$258K Buy
789
+12
+2% +$3.81K 0.15% 91
2025
Q3 		$219K Buy
+777
New +$225K 0.14% 94

Other funds holding AMGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sunbeam Capital Management's AMGN Position: Q3 2026 in Review

Sunbeam Capital Management reduced its Amgen (AMGN) stake by 11% in Q3 2026, selling an estimated $37.9K and leaving 732 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #92.

Sunbeam Capital Management first reported a position in AMGN in Q3 2025 and has held it in 5 quarters since. 2,239 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Sunbeam Capital Management held 732 shares of Amgen worth $309K as of Q3 2026.
  • Sunbeam Capital Management sold 95 Amgen shares in Q3 2026, an estimated $37.9K.
  • Amgen made up 0.14% of Sunbeam Capital Management's portfolio in Q3 2026, its #92 holding.
  • Sunbeam Capital Management first reported a position in Amgen in Q3 2025 and has held it in 5 quarters since.
  • 2,239 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.