Pettinga Financial Advisors’s Amgen AMGN Stock Holding History

Pettinga Financial Advisors’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	$302K	Hold	833	–	–	0.05%	119
2026 Q1	$293K	Hold	833	–	–	0.06%	121
2025 Q4	$273K	Hold	833	–	–	0.05%	121
2025 Q3	$235K	Hold	833	–	–	0.05%	124
2025 Q2	$233K	Hold	833	–	–	0.05%	119
2025 Q1	$260K	Sell	833 -70	-8%	-$20.7K	0.06%	110
2024 Q4	$235K	Hold	903	–	–	0.05%	115
2024 Q3	$291K	Sell	903 -25	-3%	-$8.18K	0.07%	101
2024 Q2	$290K	Sell	928 -25	-3%	-$7.34K	0.07%	103
2024 Q1	$271K	Hold	953	–	–	0.07%	103
2023 Q4	$274K	Buy	953 +150	+19%	+$40.9K	0.07%	103
2023 Q3	$216K	Buy	+803	New	+$200K	0.07%	101
2023 Q1	–	Sell	-803	Closed	-$211K	–	100
2022 Q4	$211K	Buy	+803	New	+$215K	0.07%	94
2022 Q2	–	Sell	-828	Closed	-$200K	–	104
2022 Q1	$200K	Buy	+828	New	+$190K	0.05%	103
2021 Q2	–	Sell	-807	Closed	-$201K	–	110
2021 Q1	$201K	Buy	+807	New	+$193K	0.06%	96
2020 Q4	–	Sell	-807	Closed	-$205K	–	91
2020 Q3	$205K	Buy	+807	New	+$200K	0.09%	76

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pettinga Financial Advisors's AMGN Position: Q2 2026 in Review

Pettinga Financial Advisors held its Amgen (AMGN) position steady in Q2 2026 at 833 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #119.

Pettinga Financial Advisors first reported a position in AMGN in Q3 2020 and has held it in 16 quarters since. 3,146 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Pettinga Financial Advisors held 833 shares of Amgen worth $302K as of Q2 2026.
Pettinga Financial Advisors left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.05% of Pettinga Financial Advisors's portfolio in Q2 2026, its #119 holding.
Pettinga Financial Advisors first reported a position in Amgen in Q3 2020 and has held it in 16 quarters since.
3,146 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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