Monte Financial Group’s Amgen AMGN Stock Holding History

Monte 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 Q3	$237K	Hold	562	–	–	0.08%	96
2026 Q2	$216K	Buy	+562	New	+$192K	0.07%	99
2019 Q2	–	Sell	-10,691	Closed	-$2.03M	–	70
2019 Q1	$2.03M	Sell	10,691 -4,094	-28%	-$782K	1.78%	28
2018 Q4	$2.88M	Buy	14,785 +272	+2%	+$53.1K	3.05%	11
2018 Q3	$3.01M	Buy	14,513 +443	+3%	+$87.3K	2.81%	12
2018 Q2	$2.6M	Buy	14,070 +234	+2%	+$41.4K	2.64%	15
2018 Q1	$2.36M	Buy	13,836 +1,187	+9%	+$218K	2.46%	20
2017 Q4	$2.2M	Buy	+12,649	New	+$2.24M	2.23%	27

Other funds holding AMGN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Monte Financial Group's AMGN Position: Q3 2026 in Review

Monte Financial Group held its Amgen (AMGN) position steady in Q3 2026 at 562 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #96.

Monte Financial Group first reported a position in AMGN in Q4 2017 and has held it in 8 quarters since. The position peaked at $3.01M in Q3 2018. 2,162 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

Monte Financial Group held 562 shares of Amgen worth $237K as of Q3 2026.
Monte Financial Group left its Amgen share count unchanged in Q3 2026.
Amgen made up 0.08% of Monte Financial Group's portfolio in Q3 2026, its #96 holding.
Monte Financial Group first reported a position in Amgen in Q4 2017 and has held it in 8 quarters since.
Monte Financial Group's Amgen position peaked at $3.01M in Q3 2018.
2,162 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Monte Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.