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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
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

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

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

Monte Financial Group opened a new position in Amgen (AMGN) in Q2 2026: 562 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #99 among its holdings. This is a return to the name: Monte Financial Group previously reported a position in AMGN as recently as Q1 2019.

Monte Financial Group first reported a position in AMGN in Q4 2017 and has held it in 7 quarters since. The position peaked at $3.01M in Q3 2018. 3,149 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Monte Financial Group held 562 shares of Amgen worth $216K as of Q2 2026.
  • Amgen was a new Monte Financial Group position in Q2 2026.
  • Amgen made up 0.07% of Monte Financial Group's portfolio in Q2 2026, its #99 holding.
  • Monte Financial Group first reported a position in Amgen in Q4 2017 and has held it in 7 quarters since.
  • Monte Financial Group's Amgen position peaked at $3.01M in Q3 2018.
  • 3,149 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.