Tortoise Investment Management’s Amgen AMGN Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-332	Closed	-$93.7K	–	297
2025 Q3	$93.7K	Buy	332 +10	+3%	+$2.9K	0.01%	319
2025 Q2	$89.9K	Buy	322 +22	+7%	+$6.23K	0.01%	309
2025 Q1	$93.5K	Hold	300	–	–	0.01%	301
2024 Q4	$78.2K	Sell	300 -30	-9%	-$8.9K	0.01%	342
2024 Q3	$106K	Buy	330 +18	+6%	+$5.89K	0.01%	307
2024 Q2	$97.5K	Sell	312 -18	-5%	-$5.29K	0.01%	306
2024 Q1	$93.8K	Sell	330 -11	-3%	-$3.22K	0.01%	302
2023 Q4	$98.2K	Buy	341 +30	+10%	+$8.17K	0.01%	276
2023 Q3	$83.6K	Hold	311	–	–	0.01%	288
2023 Q2	$69K	Sell	311 -16	-5%	-$3.71K	0.01%	318
2023 Q1	$79.1K	Hold	327	–	–	0.01%	289
2022 Q4	$85.9K	Sell	327 -445	-58%	-$119K	0.02%	274
2022 Q3	$174K	Buy	772 +426	+123%	+$103K	0.03%	191
2022 Q2	$84K	Buy	346 +13	+4%	+$3.19K	0.02%	242
2022 Q1	$81K	Hold	333	–	–	0.02%	249
2021 Q4	$75K	Buy	333 +33	+11%	+$6.96K	0.01%	244
2021 Q3	$64K	Hold	300	–	–	0.01%	250
2021 Q2	$73K	Hold	300	–	–	0.02%	228
2021 Q1	$75K	Hold	300	–	–	0.02%	221
2020 Q4	$69K	Hold	300	–	–	0.02%	211
2020 Q3	$76K	Buy	300 +100	+50%	+$24.8K	0.02%	197
2020 Q2	$47K	Hold	200	–	–	0.01%	229
2020 Q1	$41K	Hold	200	–	–	0.01%	238
2019 Q4	$48K	Hold	200	–	–	0.01%	247
2019 Q3	$39K	Hold	200	–	–	0.01%	258
2019 Q2	$37K	Hold	200	–	–	0.01%	276
2019 Q1	$38K	Hold	200	–	–	0.01%	264
2018 Q4	$39K	Sell	200 -21	-10%	-$4.1K	0.01%	257
2018 Q3	$46K	Sell	221 -196	-47%	-$38.6K	0.01%	248
2018 Q2	$77K	Hold	417	–	–	0.02%	206
2018 Q1	$71K	Hold	417	–	–	0.02%	207
2017 Q4	$73K	Hold	417	–	–	0.02%	206
2017 Q3	$78K	Hold	417	–	–	0.02%	196
2017 Q2	$72K	Buy	417 +196	+89%	+$31.9K	0.02%	186
2017 Q1	$36K	Sell	221 -87	-28%	-$14.5K	0.01%	228
2016 Q4	$45K	Hold	308	–	–	0.02%	208
2016 Q3	$51K	Sell	308 -48	-13%	-$8.12K	0.02%	193
2016 Q2	$54K	Sell	356 -102	-22%	-$15.9K	0.02%	191
2016 Q1	$69K	Sell	458 -92	-17%	-$13.7K	0.02%	169
2015 Q4	$89K	Hold	550	–	–	0.03%	159
2015 Q3	$76K	Hold	550	–	–	0.03%	168
2015 Q2	$84K	Hold	550	–	–	0.03%	169
2015 Q1	$88K	Sell	550 -500	-48%	-$78.7K	0.03%	167
2014 Q4	$167K	Sell	1,050 -50	-5%	-$7.79K	0.07%	117
2014 Q3	$155K	Sell	1,100 -210	-16%	-$27.4K	0.07%	116
2014 Q2	$155K	Buy	1,310 +10	+0.8%	+$1.16K	0.06%	117
2014 Q1	$160K	Sell	1,300 -200	-13%	-$24.3K	0.07%	107
2013 Q4	$171K	Sell	1,500 -200	-12%	-$22.8K	0.09%	94
2013 Q3	$190K	Hold	1,700	–	–	0.11%	90
2013 Q2	$168K	Buy	+1,700	New	+$176K	0.11%	82

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Tortoise Investment Management's AMGN Position: Q4 2025 in Review

Tortoise Investment Management sold out of Amgen (AMGN) in Q4 2025, closing a stake of 332 shares — an estimated $93.7K sold.

Tortoise Investment Management first reported a position in AMGN in Q2 2013 and held it in 50 quarters. The position peaked at $190K in Q3 2013. 3,091 funds tracked by Wall St. Rank hold AMGN as of Q4 2025.

Tortoise Investment Management reported no remaining Amgen position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 332 Amgen shares in Q4 2025, an estimated $93.7K.
Tortoise Investment Management first reported a position in Amgen in Q2 2013 and held it in 50 quarters.
Tortoise Investment Management's Amgen position peaked at $190K in Q3 2013.
3,091 funds tracked by Wall St. Rank held Amgen as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.