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Carter Financial Group’s Amgen AMGN Stock Holding History

Carter Financial Group’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$810K Sell
2,236
-36
-2% -$12.3K 0.42% 49
2026
Q1 		$800K Sell
2,272
-55
-2% -$19.6K 0.49% 43
2025
Q4 		$762K Buy
2,327
+130
+6% +$41.2K 0.45% 43
2025
Q3 		$620K Sell
2,197
-52
-2% -$15.1K 0.37% 48
2025
Q2 		$623K Buy
+2,249
New +$637K 0.41% 47

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carter Financial Group's AMGN Position: Q2 2026 in Review

Carter Financial Group reduced its Amgen (AMGN) stake by 1.6% in Q2 2026, selling an estimated $12.3K and leaving 2,236 shares worth $810K. The position accounts for 0.42% of the portfolio, ranked #49.

Carter Financial Group first reported a position in AMGN in Q2 2025 and has held it in 5 quarters since. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Carter Financial Group held 2,236 shares of Amgen worth $810K as of Q2 2026.
  • Carter Financial Group sold 36 Amgen shares in Q2 2026, an estimated $12.3K.
  • Amgen made up 0.42% of Carter Financial Group's portfolio in Q2 2026, its #49 holding.
  • Carter Financial Group first reported a position in Amgen in Q2 2025 and has held it in 5 quarters since.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.