M&G Plc AMGN AMGEN INC

Ownership history in M&G Plc  ·  9 quarters on record

AI Ownership Summary

M&G Plc reported AMGEN INC (AMGN) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.8% in 2026 Q1. The latest visible filing shows AMGN at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in AMGEN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMGN was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How M&G Plc held AMGN — position size vs. price
% of Fund (quarterly)    AMGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 439,063 -20,330 -4.4% 0.80% $154.6M 2026-05-13 $333.93
2025 Q4 ADDED 459,393 +4,809 +1.1% 0.77% $150.2M 2026-02-12 $360.95
2025 Q3 ADDED 454,584 +16,646 +3.8% 0.68% $128.2M 2025-11-07 $313.38
2025 Q2 ADDED 437,938 +19,708 +4.7% 0.67% $122.2M 2025-08-08 $279.82
2025 Q1 REDUCED 5.1% -9.6% 418,230 -22,600 -5.1% 0.62% $130.5M 2025-05-13 $260.26
2024 Q4 ADDED 440,830 +157,813 +55.8% 0.71% $115.1M 2025-02-11 $283.19
2024 Q3 ADDED 283,017 +246,568 +676.5% 0.33% $91.1M 2024-10-31 $303.20
2024 Q2 ADDED 36,449 +9,572 +35.6% 0.04% $11.4M 2024-07-16 $313.31
2024 Q1 INITIATED 26,877 0.03% $7.6M 2024-05-10 $289.63

FAQ About M&G Plc and AMGN

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning AMGN?

M&G Plc reported AMGN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AMGN position in M&G Plc's portfolio?

The largest reported portfolio weight for AMGN was 0.80% in 2026 Q1.

What is the latest reported AMGN position on this page?

The most recent filing on this page is 2026 Q1, when M&G Plc reported 439,063 shares, equal to 0.80% of portfolio, with an estimated market value of $154.6M.

What does the chart on this AMGN ownership page compare?

The chart compares M&G Plc's quarterly AMGN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G Plc time their AMGN position?

Based on 13F filing dates vs. subsequent AMGN price moves, M&G Plc correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on AMGN relative to SPY over the holding period was -11.1%.

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