Ritter Daniher Financial Advisory’s Amgen AMGN Stock Holding History

Ritter Daniher Financial Advisory’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	-28	Closed	-$9.96K	–	603
2026 Q1	$9.96K	Hold	28	–	–	﹤0.01%	434
2025 Q4	$9.27K	Hold	28	–	–	﹤0.01%	443
2025 Q3	$7.99K	Hold	28	–	–	﹤0.01%	358
2025 Q2	$7.84K	Hold	28	–	–	﹤0.01%	273
2025 Q1	$8.68K	Sell	28 -100	-78%	-$29.5K	﹤0.01%	254
2024 Q4	$33.3K	Buy	128 +51	+66%	+$15.1K	0.01%	183
2024 Q3	$24.9K	Hold	77	–	–	0.01%	197
2024 Q2	$24.1K	Buy	77 +50	+185%	+$14.7K	0.01%	191
2024 Q1	$7.69K	Hold	27	–	–	﹤0.01%	233
2023 Q4	$7.72K	Hold	27	–	–	﹤0.01%	247
2023 Q3	$7.15K	Buy	27 +1	+4%	+$250	﹤0.01%	249
2023 Q2	$5.86K	Hold	26	–	–	﹤0.01%	248
2023 Q1	$6.32K	Hold	26	–	–	﹤0.01%	225
2022 Q4	$6.8K	Hold	26	–	–	﹤0.01%	218
2022 Q3	$6K	Hold	26	–	–	﹤0.01%	191
2022 Q2	$6K	Buy	26 +1	+4%	+$245	﹤0.01%	186
2022 Q1	$6K	Hold	25	–	–	﹤0.01%	188
2021 Q4	$6K	Sell	25 -44	-64%	-$9.29K	﹤0.01%	179
2021 Q3	$15K	Buy	69 +1	+1%	+$230	0.01%	143
2021 Q2	$17K	Hold	68	–	–	0.01%	135
2021 Q1	$17K	Buy	68 +1	+1%	+$239	0.01%	126
2020 Q4	$15K	Buy	+67	New	+$15.4K	0.01%	128

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

Ritter Daniher Financial Advisory's AMGN Position: Q2 2026 in Review

Ritter Daniher Financial Advisory sold out of Amgen (AMGN) in Q2 2026, closing a stake of 28 shares — an estimated $9.96K sold.

Ritter Daniher Financial Advisory first reported a position in AMGN in Q4 2020 and held it in 22 quarters. The position peaked at $33.3K in Q4 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Ritter Daniher Financial Advisory reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 28 Amgen shares in Q2 2026, an estimated $9.96K.
Ritter Daniher Financial Advisory first reported a position in Amgen in Q4 2020 and held it in 22 quarters.
Ritter Daniher Financial Advisory's Amgen position peaked at $33.3K in Q4 2024.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.