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Everhart Financial Group’s Amgen AMGN Stock Holding History

Everhart 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 		$1.84M Sell
5,085
-224
-4% -$76.7K 0.12% 89
2026
Q1 		$1.87M Buy
5,309
+992
+23% +$354K 0.16% 86
2025
Q4 		$1.41M Buy
4,317
+241
+6% +$76.4K 0.13% 102
2025
Q3 		$1.15M Buy
4,076
+117
+3% +$33.9K 0.12% 123
2025
Q2 		$1.11M Buy
3,959
+209
+6% +$59.2K 0.13% 110
2025
Q1 		$1.17M Buy
3,750
+1,795
+92% +$530K 0.16% 89
2024
Q4 		$510K Sell
1,955
-1,633
-46% -$485K 0.1% 184
2024
Q3 		$1.16M Buy
3,588
+544
+18% +$178K 0.26% 80
2024
Q2 		$951K Buy
3,044
+984
+48% +$289K 0.25% 77
2024
Q1 		$586K Buy
2,060
+232
+13% +$67.9K 0.17% 125
2023
Q4 		$527K Buy
1,828
+214
+13% +$58.3K 0.19% 108
2023
Q3 		$434K Buy
1,614
+409
+34% +$102K 0.18% 106
2023
Q2 		$268K Sell
1,205
-25
-2% -$5.8K 0.11% 172
2023
Q1 		$297K Sell
1,230
-780
-39% -$191K 0.13% 137
2022
Q4 		$528K Buy
2,010
+221
+12% +$59.2K 0.27% 82
2022
Q3 		$403K Buy
1,789
+70
+4% +$17K 0.22% 88
2022
Q2 		$418K Buy
+1,719
New +$421K 0.25% 91

Other funds holding AMGN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Everhart Financial Group reduced its Amgen (AMGN) stake by 4.2% in Q2 2026, selling an estimated $76.7K and leaving 5,085 shares worth $1.84M. The position accounts for 0.12% of the portfolio, ranked #89.

Everhart Financial Group first reported a position in AMGN in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.87M in Q1 2026. 577 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Everhart Financial Group held 5,085 shares of Amgen worth $1.84M as of Q2 2026.
  • Everhart Financial Group sold 224 Amgen shares in Q2 2026, an estimated $76.7K.
  • Amgen made up 0.12% of Everhart Financial Group's portfolio in Q2 2026, its #89 holding.
  • Everhart Financial Group first reported a position in Amgen in Q2 2022 and has held it in 17 quarters since.
  • Everhart Financial Group's Amgen position peaked at $1.87M in Q1 2026.
  • 577 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.