&PARTNERS AMGN — AMGEN INC

Ownership history in &PARTNERS  ·  22 quarters on record

AI Ownership Summary

&PARTNERS reported AMGEN INC (AMGN) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.67% in 2025 Q1. The latest visible filing shows AMGN at 0.49% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS'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 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2025 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.

AMGN stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS 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 ADDED — — — 280,032 +463 +0.2% 0.49% $98.6M 2026-05-15 $326.31
2025 Q4 ADDED — — — 279,569 +34,537 +14.1% 0.48% $91.6M 2026-02-17 $370.56
2025 Q3 ADDED — — — 245,032 +2,027 +0.8% 0.44% $69.0M 2025-11-14 $329.57
2025 Q2 ADDED — — — 243,005 +37,457 +18.2% 0.52% $67.7M 2025-08-14 $281.82
2025 Q1 ADDED — — — 205,548 +24,845 +13.7% 0.67% $63.2M 2025-05-15 $261.45
2024 Q4 ADDED — — — 180,703 +91,794 +103.2% 0.57% $47.2M 2025-02-14 $280.19
2024 Q3 ADDED — — — 88,909 +48,030 +117.5% 0.55% $28.7M 2024-11-14 $280.25
2024 Q2 ADDED — — — 40,879 +31,824 +351.5% 0.56% $12.8M 2024-07-24 $315.63
2024 Q1 ADDED — — — 9,055 +2,578 +39.8% 0.36% $2.6M 2024-04-11 $252.14
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMGN

As of 2026 Q1 — sorted by position size

IAT REINSURANCE CO LTD. 3Y 7Y 10.51% Mizuho Markets Cayman LP 3Y 9.25% Round Hill Asset Management 3Y 7Y 8.75% Oak Asset Management, LLC 3Y 7Y 7.03% Kelsey Financial, LLC 6.71% JMAC ENTERPRISES LLC 3Y 6.12% Nepsis Inc. 3Y 7Y 5.66% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 5.5% Smead Capital Management, Inc. 3Y 7Y 5.34% Hofer & Associates. Inc 3Y 5.17%

FAQ About &PARTNERS and AMGN

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

How long has &PARTNERS reported owning AMGN?

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

What was the largest reported AMGN position in &PARTNERS's portfolio?

The largest reported portfolio weight for AMGN was 0.67% in 2025 Q1.

What is the latest reported AMGN position on this page?

The most recent filing on this page is 2026 Q1, when &PARTNERS reported 280,032 shares, equal to 0.49% of portfolio, with an estimated market value of $98.6M.

What does the chart on this AMGN ownership page compare?

The chart compares &PARTNERS'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 &PARTNERS time their AMGN position?

Based on 13F filing dates vs. subsequent AMGN price moves, &PARTNERS correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on AMGN relative to SPY over the holding period was -3.6%.

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