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Everest Financial Group’s Amgen AMGN Stock Holding History

Everest Financial Group’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 		$521K Sell
1,440
-65
-4% -$22.3K 0.07% 140
2026
Q1 		$530K Buy
+1,505
New +$537K 0.09% 127

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

Everest Financial Group's AMGN Position: Q2 2026 in Review

Everest Financial Group reduced its Amgen (AMGN) stake by 4.3% in Q2 2026, selling an estimated $22.3K and leaving 1,440 shares worth $521K. The position accounts for 0.07% of the portfolio, ranked #140.

Everest Financial Group first reported a position in AMGN in Q1 2026 and has held it in 2 quarters since. The position peaked at $530K in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Everest Financial Group held 1,440 shares of Amgen worth $521K as of Q2 2026.
  • Everest Financial Group sold 65 Amgen shares in Q2 2026, an estimated $22.3K.
  • Amgen made up 0.07% of Everest Financial Group's portfolio in Q2 2026, its #140 holding.
  • Everest Financial Group first reported a position in Amgen in Q1 2026 and has held it in 2 quarters since.
  • Everest Financial Group's Amgen position peaked at $530K in Q1 2026.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.