Planning Center Inc
AMGN icon

Planning Center Inc’s Amgen AMGN Stock Holding History

Planning Center Inc’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 		$217K Buy
+514
New +$205K 0.02% 83
2026
Q2 		– Sell
-689
Closed -$242K – 85
2026
Q1 		$242K Hold
689
– – 0.02% 69
2025
Q4 		$226K Buy
+689
New +$219K 0.02% 73
2025
Q2 		– Sell
-689
Closed -$215K – 75
2025
Q1 		$215K Buy
+689
New +$203K 0.03% 72

Other funds holding AMGN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Planning Center Inc's AMGN Position: Q3 2026 in Review

Planning Center Inc opened a new position in Amgen (AMGN) in Q3 2026: 514 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #83 among its holdings. This is a return to the name: Planning Center Inc previously reported a position in AMGN as recently as Q1 2026.

Planning Center Inc first reported a position in AMGN in Q1 2025 and has held it in 4 quarters since. The position peaked at $242K in Q1 2026. 2,617 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Planning Center Inc held 514 shares of Amgen worth $217K as of Q3 2026.
  • Amgen was a new Planning Center Inc position in Q3 2026.
  • Amgen made up 0.02% of Planning Center Inc's portfolio in Q3 2026, its #83 holding.
  • Planning Center Inc first reported a position in Amgen in Q1 2025 and has held it in 4 quarters since.
  • Planning Center Inc's Amgen position peaked at $242K in Q1 2026.
  • 2,617 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Planning Center Inc's 13F filing for Q3 2026, filed 12 Nov 2026.