ZIG
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Zullo Investment Group’s Amgen AMGN Stock Holding History

Zullo Investment Group’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
Q2 		$400K Sell
1,105
-105
-9% -$35.9K 0.14% 110
2026
Q1 		$426K Buy
1,210
+5
+0.4% +$1.78K 0.16% 101
2025
Q4 		$395K Sell
1,205
-123
-9% -$39K 0.14% 105
2025
Q3 		$375K Sell
1,328
-7
-0.5% -$2.03K 0.14% 108
2025
Q2 		$373K Sell
1,335
-27
-2% -$7.65K 0.15% 103
2025
Q1 		$424K Sell
1,362
-2
-0.1% -$591 0.18% 96
2024
Q4 		$356K Buy
1,364
+37
+3% +$11K 0.14% 105
2024
Q3 		$428K Sell
1,327
-24
-2% -$7.85K 0.18% 94
2024
Q2 		$422K Sell
1,351
-1
-0.1% -$294 0.19% 93
2024
Q1 		$384K Buy
1,352
+13
+1% +$3.8K 0.18% 101
2023
Q4 		$386K Sell
1,339
-35
-3% -$9.54K 0.2% 98
2023
Q3 		$369K Sell
1,374
-19
-1% -$4.74K 0.22% 94
2023
Q2 		$309K Buy
1,393
+18
+1% +$4.18K 0.18% 105
2023
Q1 		$333K Buy
1,375
+3
+0.2% +$736 0.21% 98
2022
Q4 		$360K Buy
1,372
+6
+0.4% +$1.61K 0.22% 89
2022
Q3 		$308K Buy
1,366
+42
+3% +$10.2K 0.2% 91
2022
Q2 		$322K Sell
1,324
-11
-0.8% -$2.7K 0.2% 94
2022
Q1 		$323K Buy
1,335
+3
+0.2% +$689 0.17% 112
2021
Q4 		$300K Buy
+1,332
New +$281K 0.15% 119

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Zullo Investment Group's AMGN Position: Q2 2026 in Review

Zullo Investment Group reduced its Amgen (AMGN) stake by 8.7% in Q2 2026, selling an estimated $35.9K and leaving 1,105 shares worth $400K. The position accounts for 0.14% of the portfolio, ranked #110.

Zullo Investment Group first reported a position in AMGN in Q4 2021 and has held it in 19 quarters since. The position peaked at $428K in Q3 2024. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Zullo Investment Group held 1,105 shares of Amgen worth $400K as of Q2 2026.
  • Zullo Investment Group sold 105 Amgen shares in Q2 2026, an estimated $35.9K.
  • Amgen made up 0.14% of Zullo Investment Group's portfolio in Q2 2026, its #110 holding.
  • Zullo Investment Group first reported a position in Amgen in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Amgen position peaked at $428K in Q3 2024.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.