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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
2014
Q1 		– Sell
-800
Closed -$1K – 351
2013
Q4 		$1K Sell
800
-900
-53% -$102K ﹤0.01% 311
2013
Q3 		$2K Hold
1,700
– – ﹤0.01% 299
2013
Q2 		$2K Buy
+1,700
New +$176K ﹤0.01% 328

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

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. 3,088 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.
  • 3,088 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.