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Colton Groome Financial Advisors’s Amgen AMGN Stock Holding History

Colton Groome Financial Advisors’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
Q3 		$409K Sell
970
-3,524
-78% -$1.4M 0.1% 107
2026
Q2 		$1.63M Sell
4,494
-1,615
-26% -$553K 0.39% 48
2026
Q1 		$2.15M Buy
6,109
+528
+9% +$188K 0.61% 35
2025
Q4 		$1.83M Buy
5,581
+160
+3% +$50.8K 0.52% 38
2025
Q3 		$1.53M Buy
5,421
+200
+4% +$58K 0.47% 42
2025
Q2 		$1.46M Buy
5,221
+943
+22% +$267K 0.49% 41
2025
Q1 		$1.24M Buy
4,278
+25
+0.6% +$7.38K 0.48% 39
2024
Q4 		$1.11M Sell
4,253
-2,491
-37% -$739K 0.42% 44
2024
Q3 		$2.17M Buy
6,744
+350
+5% +$114K 0.81% 29
2024
Q2 		$2M Buy
6,394
+5,546
+654% +$1.63M 0.79% 31
2024
Q1 		$241K Buy
848
+33
+4% +$9.66K 0.1% 105
2023
Q4 		$235K Hold
815
– – 0.1% 110
2023
Q3 		$219K Buy
+815
New +$203K 0.11% 105
2023
Q2 		– Sell
-890
Closed -$215K – 119
2023
Q1 		$215K Buy
890
+63
+8% +$15.5K 0.1% 115
2022
Q4 		$217K Buy
+827
New +$222K 0.11% 118
2022
Q3 		– Sell
-849
Closed -$207K – 115
2022
Q2 		$207K Hold
849
– – 0.1% 106
2022
Q1 		$205K Buy
+849
New +$195K 0.09% 105

Other funds holding AMGN

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Colton Groome Financial Advisors's AMGN Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Amgen (AMGN) stake by 78% in Q3 2026, selling an estimated $1.4M and leaving 970 shares worth $409K. The position accounts for 0.1% of the portfolio, ranked #107.

Colton Groome Financial Advisors first reported a position in AMGN in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.17M in Q3 2024. 173 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Colton Groome Financial Advisors held 970 shares of Amgen worth $409K as of Q3 2026.
  • Colton Groome Financial Advisors sold 3,524 Amgen shares in Q3 2026, an estimated $1.4M.
  • Amgen made up 0.1% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #107 holding.
  • Colton Groome Financial Advisors first reported a position in Amgen in Q1 2022 and has held it in 17 quarters since.
  • Colton Groome Financial Advisors's Amgen position peaked at $2.17M in Q3 2024.
  • 173 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.