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Colter Lewis Investment Partners’s Amgen AMGN Stock Holding History

Colter Lewis Investment Partners’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 		– Sell
-2,390
Closed -$841K – 118
2026
Q1 		$841K Buy
+2,390
New +$852K 0.79% 34

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Colter Lewis Investment Partners's AMGN Position: Q2 2026 in Review

Colter Lewis Investment Partners sold out of Amgen (AMGN) in Q2 2026, closing a stake of 2,390 shares — an estimated $841K sold.

Colter Lewis Investment Partners first reported a position in AMGN in Q1 2026 and held it in 1 quarter. The position peaked at $841K in Q1 2026. 3,145 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Colter Lewis Investment Partners reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
  • Colter Lewis Investment Partners sold 2,390 Amgen shares in Q2 2026, an estimated $841K.
  • Colter Lewis Investment Partners first reported a position in Amgen in Q1 2026 and held it in 1 quarter.
  • Colter Lewis Investment Partners's Amgen position peaked at $841K in Q1 2026.
  • 3,145 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.