Compass Financial Management
AMGN icon

Compass Financial Management’s Amgen AMGN Stock Holding History

Compass Financial Management’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 		$257K Sell
611
-8
-1% -$3.19K 0.03% 398
2026
Q2 		$228K Buy
+619
New +$212K 0.03% 399

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Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Compass Financial Management's AMGN Position: Q3 2026 in Review

Compass Financial Management reduced its Amgen (AMGN) stake by 1.3% in Q3 2026, selling an estimated $3.19K and leaving 611 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #398.

Compass Financial Management first reported a position in AMGN in Q2 2026 and has held it in 2 quarters since. 2,911 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Compass Financial Management held 611 shares of Amgen worth $257K as of Q3 2026.
  • Compass Financial Management sold 8 Amgen shares in Q3 2026, an estimated $3.19K.
  • Amgen made up 0.03% of Compass Financial Management's portfolio in Q3 2026, its #398 holding.
  • Compass Financial Management first reported a position in Amgen in Q2 2026 and has held it in 2 quarters since.
  • 2,911 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.