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Montgomery Financial Services’s Amgen AMGN Stock Holding History

Montgomery Financial Services’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 		$54.3K Buy
+150
New +$51.3K 0.05% 70

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

Montgomery Financial Services's AMGN Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Amgen (AMGN) in Q2 2026: 150 shares worth $54.3K. The stake represents 0.05% of the portfolio and ranks #70 among its holdings.

3,029 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Montgomery Financial Services held 150 shares of Amgen worth $54.3K as of Q2 2026.
  • Amgen was a new Montgomery Financial Services position in Q2 2026.
  • Amgen made up 0.05% of Montgomery Financial Services's portfolio in Q2 2026, its #70 holding.
  • 3,029 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.