Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Amgen Inc. (AMGN)
← All AMGN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q2 0 0.00 Sell 100.00% 17.60 $94.15–116.25 · VW $106.45i SEC
2001   Q1 1,129,489 17.60 Add 7.77% 1.27 $45.44–74.13 · VW $61.98i $67,981,000 SEC
2000   Q4 1,048,019 16.41 Reduce 1.34% 0.21 $54.25–75.06 · VW $67.13i $67,007,000 SEC
2000   Q3 1,062,218 15.42 Reduce 9.09% 1.60 $51.39–76.63 · VW $63.88i $74,172,000 SEC
2000   Q2 1,168,403 17.59 Reduce 19.06% 2.81 $60.00–80.44 · VW $72.08i $82,080,000 SEC
1999   Q1 1,443,530 14.74 $37.44 $54,042,000 SEC
Price snapshot:
Current price$360.45
52-week low$264.02
52-week high$388.36