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Custom Index Systems’s Amgen AMGN Stock Holding History

Custom Index Systems’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
Q2 		$147K Buy
+406
New +$139K 0.05% 270
2025
Q1 		– Sell
-1,050
Closed -$274K – 283
2024
Q4 		$274K Buy
+1,050
New +$312K 0.15% 185
2024
Q1 		– Sell
-769
Closed -$221K – 248
2023
Q4 		$221K Buy
+769
New +$210K 0.14% 224

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

Custom Index Systems's AMGN Position: Q2 2026 in Review

Custom Index Systems opened a new position in Amgen (AMGN) in Q2 2026: 406 shares worth $147K. The stake represents 0.05% of the portfolio and ranks #270 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in AMGN as recently as Q4 2024.

Custom Index Systems first reported a position in AMGN in Q4 2023 and has held it in 3 quarters since. The position peaked at $274K in Q4 2024. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Custom Index Systems held 406 shares of Amgen worth $147K as of Q2 2026.
  • Amgen was a new Custom Index Systems position in Q2 2026.
  • Amgen made up 0.05% of Custom Index Systems's portfolio in Q2 2026, its #270 holding.
  • Custom Index Systems first reported a position in Amgen in Q4 2023 and has held it in 3 quarters since.
  • Custom Index Systems's Amgen position peaked at $274K in Q4 2024.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.