John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
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
2026   Q1 13,367 <0.01 $351.85 $4,703,179 SEC
2025   Q4 13,367 <0.01 $327.31 $4,375,153 SEC
2025   Q3 13,367 <0.01 Reduce 2.30% $269.77–345.84 · VW $320.36i $3,772,167 SEC
2025   Q2 13,682 <0.01 Add 1.11% $267.83–311.28 · VW $288.94i $3,820,151 SEC
2025   Q1 13,532 <0.01 Reduce 5.25% <0.01 $261.43–335.88 · VW $295.16i $4,215,895 SEC
2024   Q4 14,282 <0.01 $260.64 $3,722,460 SEC
2024   Q3 14,282 <0.01 Reduce 0.70% $257.80–339.17 · VW $293.28i $4,601,803 SEC
2024   Q2 14,382 <0.01 $312.45 $4,493,656 SEC
2024   Q1 14,382 <0.01 $284.32 $4,089,090 SEC
2023   Q4 14,382 <0.01 $288.02 $4,142,304 SEC
2023   Q3 14,382 <0.01 Reduce 0.69% $248.38–288.46 · VW $268.83i $3,865,306 SEC
2023   Q2 14,482 <0.01 Reduce 3.50% <0.01 $211.71–268.24 · VW $245.43i $3,215,294 SEC
2023   Q1 15,007 <0.01 Reduce 7.40% <0.01 $214.48–256.44 · VW $230.52i $3,627,942 SEC
2022   Q4 16,207 <0.01 $262.64 $4,256,606 SEC
2022   Q3 16,207 <0.01 Reduce 1.82% <0.01 $223.30–296.67 · VW $268.79i $3,653,000 SEC
2022   Q2 16,507 <0.01 Reduce 0.60% $229.49–257.97 · VW $242.59i $4,016,000 SEC
2022   Q1 16,607 <0.01 $241.83 $4,016,000 SEC
2021   Q4 16,607 <0.01 Reduce 1.77% $198.64–244.71 · VW $223.28i $3,736,000 SEC
2021   Q3 16,907 <0.01 $212.63 $3,595,000 SEC
2021   Q2 16,907 <0.01 Reduce 4.95% <0.01 $220.16–250.39 · VW $232.03i $4,121,000 SEC
2021   Q1 17,787 <0.01 Reduce 0.39% $220.25–261.00 · VW $239.73i $4,426,000 SEC
2020   Q4 17,857 <0.01 Reduce 5.80% <0.01 $220.08–276.69 · VW $240.56i $4,106,000 SEC
2020   Q3 18,957 <0.01 Reduce 5.88% <0.01 $210.28–260.06 · VW $230.79i $4,818,000 SEC
2020   Q2 20,142 <0.01 Reduce 3.15% <0.01 $213.86–264.97 · VW $244.05i $4,751,000 SEC
2020   Q1 20,797 <0.01 Reduce 2.69% <0.01 $177.05–244.95 · VW $217.23i $4,216,000 SEC
2019   Q4 21,372 <0.01 Reduce 0.12% $195.18–244.99 · VW $213.30i $5,152,000 SEC
2019   Q3 21,397 <0.01 Reduce 1.04% $188.78–235.80 · VW $219.77i $4,141,000 SEC
2019   Q2 21,622 <0.01 Reduce 0.92% $170.56–211.90 · VW $197.03i $3,985,000 SEC
2019   Q1 21,822 <0.01 Reduce 2.68% <0.01 $166.30–196.87 · VW $176.62i $4,146,000 SEC
2018   Q4 22,422 <0.01 Reduce 2.61% <0.01 $178.29–208.30 · VW $192.22i $4,365,000 SEC
2018   Q3 23,022 <0.01 Reduce 5.34% <0.01 $181.31–210.19 · VW $199.92i $4,772,000 SEC
2018   Q2 24,322 <0.01 Reduce 1.82% <0.01 $179.79–200.90 · VW $193.50i $4,490,000 SEC
2018   Q1 24,772 <0.01 Reduce 7.21% <0.01 $163.31–192.62 · VW $178.52i $4,223,000 SEC
2017   Q4 26,697 <0.01 Reduce 4.10% <0.01 $168.25–201.23 · VW $184.42i $4,643,000 SEC
2017   Q3 27,837 <0.01 Reduce 10.60% <0.01 $168.15–191.10 · VW $178.30i $5,190,000 SEC
2017   Q2 31,137 <0.01 Reduce 3.11% <0.01 $155.24–182.60 · VW $171.87i $5,363,000 SEC
2017   Q1 32,137 <0.01 Reduce 18.03% <0.01 $152.16–184.21 · VW $163.87i $5,273,000 SEC
2016   Q4 39,207 0.01 Reduce 2.37% <0.01 $138.83–178.25 · VW $164.54i $5,732,000 SEC
2016   Q3 40,157 0.01 Reduce 2.67% <0.01 $133.64–176.85 · VW $151.52i $6,699,000 SEC
2016   Q2 41,257 0.01 Reduce 5.28% <0.01 $143.82–176.64 · VW $163.51i $6,277,000 SEC
2016   Q1 43,557 0.01 Reduce 6.62% <0.01 $139.02–164.70 · VW $153.89i $6,531,000 SEC
2015   Q4 46,644 0.01 Reduce 3.52% <0.01 $140.04–165.23 · VW $149.18i $7,572,000 SEC
2015   Q3 48,344 0.01 Reduce 4.84% <0.01 $130.09–165.00 · VW $152.06i $6,687,000 SEC
2015   Q2 50,804 0.01 Reduce 7.13% <0.01 $140.00–181.81 · VW $157.86i $7,799,000 SEC
2015   Q1 54,704 0.01 Reduce 17.65% <0.01 $152.29–173.60 · VW $160.72i $8,744,000 SEC
2014   Q4 66,427 0.01 Reduce 8.89% <0.01 $147.42–173.14 · VW $159.43i $10,581,000 SEC
2014   Q3 72,907 0.01 Reduce 15.08% <0.01 $127.67–167.35 · VW $153.44i $10,241,000 SEC
2014   Q2 85,857 0.01 Reduce 18.82% <0.01 $114.93–139.73 · VW $131.35i $10,163,000 SEC
2014   Q1 105,757 0.01 Reduce 22.59% <0.01 $108.20–128.96 · VW $117.72i $13,044,000 SEC
2013   Q4 136,620 0.02 Reduce 14.64% <0.01 $109.71–126.95 · VW $120.23i $15,597,000 SEC
2013   Q3 160,052 0.02 Reduce 38.73% 0.01 $105.76–119.70 · VW $113.18i $17,916,000 SEC
2013   Q2 261,222 0.03 Buy 0.03 $94.15–116.25 · VW $106.45i $25,772,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.09 $90.35–114.95 · VW $101.94i SEC
2012   Q4 766,636 0.09 Reduce 93.17% 1.54 $81.56–93.42 · VW $88.84i $66,176,000 SEC
2012   Q3 11,223,035 1.65 Buy 1.65 $80.60–89.95 · VW $86.45i $946,326,000 SEC
2011   Q4 0 0.00 Sell 100.00% 2.68 $56.00–70.00 · VW $64.67i SEC
2011   Q3 32,390,635 2.68 Reduce 2.29% 0.05 $52.50–59.05 · VW $56.49i $1,779,865,000 SEC
2011   Q2 33,148,435 2.30 Add 0.09% <0.01 $47.66–60.79 · VW $54.62i $1,934,211,000 SEC
2011   Q1 33,118,875 2.05 Reduce 0.00% <0.01 $51.34–61.53 · VW $57.80i $1,770,204,000 SEC
2010   Q4 33,120,175 2.26 Reduce 0.25% <0.01 $50.61–58.19 · VW $53.38i $1,818,298,000 SEC
2010   Q3 33,202,465 2.42 Add 13.51% 0.29 $51.28–58.74 · VW $54.24i $1,829,788,000 SEC
2010   Q2 29,250,029 2.22 Reduce 1.87% 0.04 $50.26–58.32 · VW $53.21i $1,538,552,000 SEC
2010   Q1 29,806,329 2.23 Reduce 2.42% 0.06 $50.32–61.26 · VW $54.45i $1,781,226,000 SEC
2009   Q4 30,544,429 2.28 Reduce 4.66% 0.12 $54.12–59.42 · VW $56.72i $1,727,898,000 SEC
2009   Q3 32,037,829 2.60 Reduce 4.63% 0.13 $51.72–62.52 · VW $56.86i $1,929,638,000 SEC
2009   Q2 33,593,869 2.84 Reduce 1.59% 0.05 $49.21–64.76 · VW $57.92i $1,778,459,000 SEC
2009   Q1 34,135,369 3.25 Reduce 2.72% 0.09 $44.96–52.82 · VW $49.24i $1,690,383,000 SEC
2008   Q4 35,089,319 3.21 Reduce 6.28% 0.16 $48.78–60.15 · VW $52.62i $2,026,408,000 SEC
2008   Q3 37,441,794 2.60 Reduce 2.67% 0.05 $45.00–66.51 · VW $55.68i $2,219,175,000 SEC
2008   Q2 38,468,894 1.79 Add 11.59% 0.19 $42.90–65.60 · VW $57.12i $1,814,193,000 SEC
2008   Q1 34,474,700 1.38 Add 187.96% 0.90 $39.16–48.55 · VW $43.91i $1,440,353,000 SEC
2007   Q4 11,972,170 0.47 Buy 0.47 $43.72–55.53 · VW $48.26i $555,988,000 SEC
2005   Q1 0 0.00 Sell 100.00% <0.01 $56.19–63.01 · VW $60.59i SEC
2004   Q4 6,075 <0.01 Buy <0.01 $59.98–65.24 · VW $62.28i $390,000 SEC
Price snapshot:
Current price$360.45
Avg. buy price$100.64
+/- since buy258.16%
52-week low$264.02
52-week high$388.36