Joel Greenblatt's AMGN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 20.5K shares of Amgen Inc. (AMGN) worth $5.78 M, representing 0.03% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AMGN, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 298.7K shares. Largest reduction occurred in Q3 2016, reducing 216.7K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Amgen (AMGN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Amgen (AMGN) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +23,170 | New Buy | 23,170 | $114.07 |
| Q1 2014 | -23,170 | Sold Out | 23,170 | $0.00 |
| Q2 2014 | +9,938 | New Buy | 9,938 | $118.33 |
| Q3 2014 | -7,245 | Reduce 72.90% | 2,693 | $140.36 |
| Q4 2014 | +7,700 | Add 285.93% | 10,393 | $159.34 |
| Q1 2015 | +298,741 | Add 2874.44% | 309,134 | $159.85 |
| Q2 2015 | +149,991 | Add 48.52% | 459,125 | $153.52 |
| Q3 2015 | -53,019 | Reduce 11.55% | 406,106 | $138.32 |
| Q4 2015 | -129,355 | Reduce 31.85% | 276,751 | $162.33 |
| Q1 2016 | +46,654 | Add 16.86% | 323,405 | $149.93 |
| Q2 2016 | +162,528 | Add 50.26% | 485,933 | $152.15 |
| Q3 2016 | -216,729 | Reduce 44.60% | 269,204 | $166.81 |
| Q4 2016 | +42,176 | Add 15.67% | 311,380 | $146.21 |
| Q1 2017 | +85,964 | Add 27.61% | 397,344 | $164.07 |
| Q2 2017 | -163,060 | Reduce 41.04% | 234,284 | $172.23 |
| Q3 2017 | +3,567 | Add 1.52% | 237,851 | $186.45 |
| Q4 2017 | -24,193 | Reduce 10.17% | 213,658 | $173.90 |
| Q1 2018 | +59,697 | Add 27.94% | 273,355 | $170.48 |
| Q2 2018 | -118,847 | Reduce 43.48% | 154,508 | $184.59 |
| Q3 2018 | -5,605 | Reduce 3.63% | 148,903 | $207.29 |
| Q4 2018 | -52,844 | Reduce 35.49% | 96,059 | $194.67 |
| Q1 2019 | +107,258 | Add 111.66% | 203,317 | $189.98 |
| Q2 2019 | -91,812 | Reduce 45.16% | 111,505 | $184.28 |
| Q3 2019 | -61,788 | Reduce 55.41% | 49,717 | $193.52 |
| Q4 2019 | +88,088 | Add 177.18% | 137,805 | $241.07 |
| Q1 2020 | -106,659 | Reduce 77.40% | 31,146 | $202.72 |
| Q2 2020 | -20,579 | Reduce 66.07% | 10,567 | $235.83 |
| Q3 2020 | -2,371 | Reduce 22.44% | 8,196 | $254.15 |
| Q4 2020 | -4,155 | Reduce 50.70% | 4,041 | $229.89 |
| Q1 2021 | +3,876 | Add 95.92% | 7,917 | $248.83 |
| Q2 2021 | -7,917 | Sold Out | 7,917 | $0.00 |
| Q3 2021 | +2,163 | New Buy | 2,163 | $212.67 |
| Q4 2021 | +2,646 | Add 122.33% | 4,809 | $224.99 |
| Q1 2022 | +5,025 | Add 104.49% | 9,834 | $241.81 |
| Q2 2022 | +8,736 | Add 88.83% | 18,570 | $243.30 |
| Q3 2022 | -384 | Reduce 2.07% | 18,186 | $225.39 |
| Q4 2022 | +3,372 | Add 18.54% | 21,558 | $262.64 |
| Q1 2023 | -3,246 | Reduce 15.06% | 18,312 | $241.75 |
| Q2 2023 | +16,890 | Add 92.23% | 35,202 | $222.02 |
| Q3 2023 | -2,976 | Reduce 8.45% | 32,226 | $268.76 |
| Q4 2023 | +9,164 | Add 28.44% | 41,390 | $288.02 |
| Q1 2024 | -17,586 | Reduce 42.49% | 23,804 | $284.32 |
| Q2 2024 | -1,664 | Reduce 6.99% | 22,140 | $312.45 |
| Q3 2024 | -735 | Reduce 3.32% | 21,405 | $322.21 |
| Q4 2024 | +333 | Add 1.56% | 21,738 | $260.64 |
| Q1 2025 | +3,824 | Add 17.59% | 25,562 | $311.55 |
| Q2 2025 | -2,259 | Reduce 8.84% | 23,303 | $279.21 |
| Q3 2025 | -2,809 | Reduce 12.05% | 20,494 | $282.20 |
Joel Greenblatt's Amgen Investment FAQs
Joel Greenblatt first purchased Amgen Inc. (AMGN) in Q4 2013, acquiring 23,170 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Amgen Inc. (AMGN) for 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Amgen Inc. (AMGN) was in Q1 2015, adding 309,134 shares worth $49.42 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 20,494 shares of Amgen Inc. (AMGN), valued at approximately $5.78 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Amgen Inc. (AMGN) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Amgen Inc. (AMGN) was 485,933 shares, as reported at the end of Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.