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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
Q3 		$351K Hold
833
– – 0.06% 115
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Pettinga Financial Advisors's AMGN Position: Q3 2026 in Review

Pettinga Financial Advisors held its Amgen (AMGN) position steady in Q3 2026 at 833 shares worth $351K. The position accounts for 0.06% of the portfolio, ranked #115.

Pettinga Financial Advisors first reported a position in AMGN in Q3 2020 and has held it in 17 quarters since. 345 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Pettinga Financial Advisors held 833 shares of Amgen worth $351K as of Q3 2026.
  • Pettinga Financial Advisors left its Amgen share count unchanged in Q3 2026.
  • Amgen made up 0.06% of Pettinga Financial Advisors's portfolio in Q3 2026, its #115 holding.
  • Pettinga Financial Advisors first reported a position in Amgen in Q3 2020 and has held it in 17 quarters since.
  • 345 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.