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Peak Planning Group’s Amgen AMGN Stock Holding History

Peak Planning 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
2021
Q1 		$275K Buy
1,107
+106
+11% +$25.3K 0.27% 60
2020
Q4 		$230K Buy
1,001
+29
+3% +$6.69K 0.26% 56
2020
Q3 		$247K Buy
+972
New +$241K 0.35% 46

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peak Planning Group's AMGN Position: Q1 2021 in Review

Peak Planning Group increased its Amgen (AMGN) stake by 11% in Q1 2021, buying an estimated $25.3K and bringing the position to 1,107 shares worth $275K. The position accounts for 0.27% of the portfolio, ranked #60.

Peak Planning Group first reported a position in AMGN in Q3 2020 and has held it in 3 quarters since. 2,218 funds tracked by Wall St. Rank hold AMGN as of Q1 2021.

  • Peak Planning Group held 1,107 shares of Amgen worth $275K as of Q1 2021.
  • Peak Planning Group bought 106 Amgen shares in Q1 2021, an estimated $25.3K.
  • Amgen made up 0.27% of Peak Planning Group's portfolio in Q1 2021, its #60 holding.
  • Peak Planning Group first reported a position in Amgen in Q3 2020 and has held it in 3 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Amgen as of Q1 2021.

Based on Peak Planning Group's 13F filing for Q1 2021, filed 22 Jun 2026.