Planned Solutions’s Amgen AMGN Stock Holding History

Planned Solutions’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	$377K	Buy	1,041 +19	+2%	+$6.5K	0.11%	96
2026 Q1	$360K	Sell	1,022 -306	-23%	-$109K	0.12%	87
2025 Q4	$435K	Buy	+1,328	New	+$421K	0.14%	77
2024 Q4	–	Sell	-104	Closed	-$33.5K	–	137
2024 Q3	$33.5K	Buy	+104	New	+$34K	0.01%	346
2024 Q1	–	Sell	-104	Closed	-$30K	–	118
2023 Q4	$30K	Buy	+104	New	+$28.3K	0.01%	340
2021 Q1	–	Sell	-704	Closed	-$162K	–	76
2020 Q4	$162K	Buy	704 +100	+17%	+$23.1K	0.13%	66
2020 Q3	$154K	Buy	+604	New	+$150K	0.15%	57

Other funds holding AMGN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Planned Solutions's AMGN Position: Q2 2026 in Review

Planned Solutions increased its Amgen (AMGN) stake by 1.9% in Q2 2026, buying an estimated $6.5K and bringing the position to 1,041 shares worth $377K. The position accounts for 0.11% of the portfolio, ranked #96.

Planned Solutions first reported a position in AMGN in Q3 2020 and has held it in 7 quarters since. The position peaked at $435K in Q4 2025. 1,447 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Planned Solutions held 1,041 shares of Amgen worth $377K as of Q2 2026.
Planned Solutions bought 19 Amgen shares in Q2 2026, an estimated $6.5K.
Amgen made up 0.11% of Planned Solutions's portfolio in Q2 2026, its #96 holding.
Planned Solutions first reported a position in Amgen in Q3 2020 and has held it in 7 quarters since.
Planned Solutions's Amgen position peaked at $435K in Q4 2025.
1,447 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.