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Morningstar Investment Management LLC: AMGN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on AMGN, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 14,529 AMGN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,529 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $5,112,029.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,529 shares
    Change vs previous 13F +1,081 shares

    0.32% of the 13F portfolio, value $5,112,029.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,448 shares
    Change vs previous 13F -543 shares

    0.26% of the 13F portfolio, value $4,402,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,991 shares
    Change vs previous 13F +9,907 shares

    0.15% of the 13F portfolio, value $3,948,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,084 shares
    Change vs previous 13F -1,007 shares

    0.1% of the 13F portfolio, value $1,140,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,091 shares
    Change vs previous 13F -9,086 shares

    0.29% of the 13F portfolio, value $1,586,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 5,091 shares
    • Morningstar Investment Management LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,177 shares
    Change vs previous 13F -95,917 shares

    0.16% of the 13F portfolio, value $3,695,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 11,448 shares
    • Morningstar Investment Management LLC: 2,729 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 110,094 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $35,529,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 107,604 shares
    • Morningstar Investment Management LLC: 2,490 shares

    Acceptance time not in the bulk data set (spec §4.2).