Creative Planning
AMGN icon

Creative Planning’s Amgen AMGN Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-100
Closed -$2K – 1951
2017
Q2 		$2K Buy
+100
New +$16.3K ﹤0.01% 4277
2017
Q1 		– Sell
-1,100
Closed -$19K – 4629
2016
Q4 		$19K Buy
1,100
+1,000
+1,000% +$151K ﹤0.01% 3111
2016
Q3 		$1K Sell
100
-400
-80% -$67.6K ﹤0.01% 4343
2016
Q2 		$3K Hold
500
– – ﹤0.01% 3850
2016
Q1 		$4K Hold
500
– – ﹤0.01% 3667
2015
Q4 		$9K Hold
500
– – ﹤0.01% 3341
2015
Q3 		$5K Buy
+500
New +$78.8K ﹤0.01% 3579

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning's AMGN Position: Q2 2026 in Review

Creative Planning increased its Amgen (AMGN) stake by 4.6% in Q2 2026, buying an estimated $3.85M and bringing the position to 258,171 shares worth $93.5M. The position accounts for 0.05% of the portfolio, ranked #155.

Creative Planning first reported a position in AMGN in Q2 2013 and has held it in 53 quarters since. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Creative Planning held 258,171 shares of Amgen worth $93.5M as of Q2 2026.
  • Creative Planning bought 11,257 Amgen shares in Q2 2026, an estimated $3.85M.
  • Amgen made up 0.05% of Creative Planning's portfolio in Q2 2026, its #155 holding.
  • Creative Planning first reported a position in Amgen in Q2 2013 and has held it in 53 quarters since.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.