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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planning Center Inc's AMGN Position: Q2 2026 in Review

Planning Center Inc sold out of Amgen (AMGN) in Q2 2026, closing a stake of 689 shares — an estimated $242K sold.

Planning Center Inc first reported a position in AMGN in Q1 2025 and held it in 3 quarters. The position peaked at $242K in Q1 2026. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Planning Center Inc reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
  • Planning Center Inc sold 689 Amgen shares in Q2 2026, an estimated $242K.
  • Planning Center Inc first reported a position in Amgen in Q1 2025 and held it in 3 quarters.
  • Planning Center Inc's Amgen position peaked at $242K in Q1 2026.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.