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
2025 Q4	–	Sell	-700	Closed	-$1.63K	–	3910
2025 Q3	$1.63K	Hold	700	–	–	﹤0.01%	3882
2025 Q2	$5.2K	Buy	+700	New	+$198K	﹤0.01%	3643
2024 Q3	–	Sell	-700	Closed	-$2.05K	–	3197
2024 Q2	$2.05K	Hold	700	–	–	﹤0.01%	3046
2024 Q1	$756	Buy	+700	New	+$205K	﹤0.01%	2901
2023 Q4	–	Sell	-700	Closed	-$134	–	2760
2023 Q3	$134	Hold	700	–	–	﹤0.01%	2874
2023 Q2	$9.28K	Hold	700	–	–	﹤0.01%	2547
2023 Q1	$3.96K	Hold	700	–	–	﹤0.01%	2497
2022 Q4	$1.17K	Hold	700	–	–	﹤0.01%	2440
2022 Q3	$1K	Hold	700	–	–	﹤0.01%	2298
2022 Q2	$1K	Hold	700	–	–	﹤0.01%	2262
2022 Q1	$1K	Buy	+700	New	+$161K	﹤0.01%	2314
2021 Q2	–	Sell	-700	Closed	-$2K	–	2080
2021 Q1	$2K	Hold	700	–	–	﹤0.01%	2545
2020 Q4	$2K	Buy	+700	New	+$161K	﹤0.01%	2295
2019 Q4	–	Sell	-700	Closed	-$2K	–	2003
2019 Q3	$2K	Hold	700	–	–	﹤0.01%	1945
2019 Q2	$1K	Buy	+700	New	+$125K	﹤0.01%	1984
2017 Q3	–	Sell	-2,000	Closed	-$1K	–	1952
2017 Q2	$1K	Buy	2,000 +500	+33%	+$81.3K	﹤0.01%	4399
2017 Q1	$3K	Sell	1,500 -1,200	-44%	-$199K	﹤0.01%	4129
2016 Q4	$9K	Buy	2,700 +900	+50%	+$135K	﹤0.01%	3592
2016 Q3	$2K	Hold	1,800	–	–	﹤0.01%	4196
2016 Q2	$9K	Hold	1,800	–	–	﹤0.01%	3294
2016 Q1	$13K	Hold	1,800	–	–	﹤0.01%	3034
2015 Q4	$12K	Buy	+1,800	New	+$283K	﹤0.01%	3169

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

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.