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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Colton Groome Financial Advisors's AMGN Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its Amgen (AMGN) stake by 26% in Q2 2026, selling an estimated $553K and leaving 4,494 shares worth $1.63M. The position accounts for 0.39% of the portfolio, ranked #48.

Colton Groome Financial Advisors first reported a position in AMGN in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.17M in Q3 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Colton Groome Financial Advisors held 4,494 shares of Amgen worth $1.63M as of Q2 2026.
Colton Groome Financial Advisors sold 1,615 Amgen shares in Q2 2026, an estimated $553K.
Amgen made up 0.39% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #48 holding.
Colton Groome Financial Advisors first reported a position in Amgen in Q1 2022 and has held it in 16 quarters since.
Colton Groome Financial Advisors's Amgen position peaked at $2.17M in Q3 2024.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.