Compass Wealth Management’s Amgen AMGN Stock Holding History

Compass Wealth 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	$327K	Hold	775	–	–	0.06%	144
2026 Q2	$281K	Buy	+775	New	+$265K	0.05%	157
2025 Q4	–	Sell	-775	Closed	-$219K	–	79
2025 Q3	$219K	Hold	775	–	–	0.05%	145
2025 Q2	$216K	Sell	775 -49	-6%	-$13.9K	0.05%	147
2025 Q1	$257K	Hold	824	–	–	0.07%	136
2024 Q4	$215K	Hold	824	–	–	0.05%	148
2024 Q3	$266K	Hold	824	–	–	0.06%	145
2024 Q2	$257K	Hold	824	–	–	0.06%	142
2024 Q1	$234K	Hold	824	–	–	0.06%	149
2023 Q4	$237K	Hold	824	–	–	0.07%	144
2023 Q3	$221K	Hold	824	–	–	0.07%	149
2023 Q2	$183K	Hold	824	–	–	0.06%	156
2023 Q1	$199K	Hold	824	–	–	0.06%	155
2022 Q4	$216K	Buy	+824	New	+$221K	0.07%	150

Other funds holding AMGN

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Compass Wealth Management held its Amgen (AMGN) position steady in Q3 2026 at 775 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #144.

Compass Wealth Management first reported a position in AMGN in Q4 2022 and has held it in 14 quarters since. 1,073 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

Compass Wealth Management held 775 shares of Amgen worth $327K as of Q3 2026.
Compass Wealth Management left its Amgen share count unchanged in Q3 2026.
Amgen made up 0.06% of Compass Wealth Management's portfolio in Q3 2026, its #144 holding.
Compass Wealth Management first reported a position in Amgen in Q4 2022 and has held it in 14 quarters since.
1,073 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.