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User

Robert Torray

Torray Fund

Torray Fund Amgen Inc stake

total: 71

Torray Fund AMGN trades

Total transactions:
5
New positions:
1
Added:
2
Reduced:
2
Held since:
2024 Q4
Held for:
7 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Torray Fund holds 45,000 Amgen Inc (AMGN) shares with a market value of roughly $15.16M accounting for 4.27% of the overall portfolio. To date, the estimated cost basis is nearly $288.66 for "buy" trades and estimated average "sell" price is $363.49. Torray Fund first purchased AMGN in 2024 Q4, initially acquiring 40,660 shares. Since the initial investment in Amgen Inc (AMGN), Torray Fund has made 4 more transactions.

How many AMGN shares does Torray Fund currently hold?

According to 2026 Q2 report, Torray Fund holds 45,000 shares of Amgen Inc (AMGN), valued at around $15.16M.

When did Torray Fund buy Amgen Inc (AMGN)?

Torray Fund first invested in Amgen Inc (AMGN) in 2024 Q4 at the reported quarter-end price of $282.87 per share.

What's the cost basis of Torray Fund's AMGN stake?

The estimated cost basis for Amgen Inc (AMGN) stake is around $288.66 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$288.66
Weighted AVG sell price:
$363.49

Torray Fund's historical trades in Amgen Inc

5 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
4.27%
45,000
$336.79
$15,155,550
+12.50% (+5,000)
+0.47%
2026 Q1
4.55%
40,000
$388.16
$15,526,400
-11.11% (-5,000)
-0.54%
2025 Q4
4.35%
45,000
$345.46
$15,545,700
-13.19% (-6,840)
-0.65%
2025 Q2
4.51%
51,840
$288.18
$14,939,251
+27.50% (+11,180)
+0.97%
2024 Q4
3.19%
40,660
$282.87
$11,501,494
new
+3.19%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.