Consolidated Planning Corp
AMGN icon

Consolidated Planning Corp’s Amgen AMGN Stock Holding History

Consolidated Planning Corp’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 		$287K Buy
681
+68
+11% +$27.1K 0.04% 153
2026
Q2 		$222K Sell
613
-33
-5% -$11.3K 0.03% 146
2026
Q1 		$227K Sell
646
-8
-1% -$2.85K 0.04% 136
2025
Q4 		$214K Buy
+654
New +$207K 0.02% 195
2025
Q3 		– Sell
-4,380
Closed -$1.22M – 195
2025
Q2 		$1.22M Sell
4,380
-997
-19% -$282K 0.15% 110
2025
Q1 		$1.68M Buy
5,377
+3,628
+207% +$1.07M 0.23% 87
2024
Q4 		$456K Sell
1,749
-766
-30% -$227K 0.06% 134
2024
Q3 		$811K Buy
2,515
+1,842
+274% +$603K 0.12% 101
2024
Q2 		$210K Buy
+673
New +$198K 0.03% 180
2024
Q1 		– Sell
-728
Closed -$210K – 185
2023
Q4 		$210K Buy
+728
New +$198K 0.04% 162
2021
Q4 		– Sell
-483
Closed -$103K – 84
2021
Q3 		$103K Buy
+483
New +$111K 0.07% 99

Other funds holding AMGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Consolidated Planning Corp's AMGN Position: Q3 2026 in Review

Consolidated Planning Corp increased its Amgen (AMGN) stake by 11% in Q3 2026, buying an estimated $27.1K and bringing the position to 681 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #153.

Consolidated Planning Corp first reported a position in AMGN in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.68M in Q1 2025. 2,318 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Consolidated Planning Corp held 681 shares of Amgen worth $287K as of Q3 2026.
  • Consolidated Planning Corp bought 68 Amgen shares in Q3 2026, an estimated $27.1K.
  • Amgen made up 0.04% of Consolidated Planning Corp's portfolio in Q3 2026, its #153 holding.
  • Consolidated Planning Corp first reported a position in Amgen in Q3 2021 and has held it in 11 quarters since.
  • Consolidated Planning Corp's Amgen position peaked at $1.68M in Q1 2025.
  • 2,318 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.