PlanVest Financial’s Amgen AMGN Stock Holding History

PlanVest Financial’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	$10.1K	Buy	28 +1	+4%	+$342	0.01%	399
2026 Q1	$9.76K	Buy	+27	New	+$9.63K	0.01%	381

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

PlanVest Financial's AMGN Position: Q2 2026 in Review

PlanVest Financial increased its Amgen (AMGN) stake by 3.7% in Q2 2026, buying an estimated $342 and bringing the position to 28 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #399.

PlanVest Financial first reported a position in AMGN in Q1 2026 and has held it in 2 quarters since. 3,086 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

PlanVest Financial held 28 shares of Amgen worth $10.1K as of Q2 2026.
PlanVest Financial bought 1 Amgen share in Q2 2026, an estimated $342.
Amgen made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #399 holding.
PlanVest Financial first reported a position in Amgen in Q1 2026 and has held it in 2 quarters since.
3,086 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.