COMPASS FINANCIAL MANAGEMENT LLC’s Amgen AMGN Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$228K	Buy	+619	New	+$212K	0.03%	399

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AMGN Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Amgen (AMGN) in Q2 2026: 619 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #399 among its holdings.

2,615 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 619 shares of Amgen worth $228K as of Q2 2026.
Amgen was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Amgen made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #399 holding.
2,615 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.