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Shum Financial Group’s Amgen AMGN Stock Holding History

Shum Financial Group’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 		$337K Sell
930
-27
-3% -$9.24K 0.2% 87
2026
Q1 		$337K Sell
957
-22
-2% -$7.84K 0.24% 81
2025
Q4 		$320K Sell
979
-19
-2% -$6.03K 0.23% 79
2025
Q3 		$282K Buy
+998
New +$289K 0.21% 82
2025
Q1 		$344K Buy
1,104
+14
+1% +$4.13K 0.3% 78
2024
Q4 		$284K Sell
1,090
-13
-1% -$3.86K 0.25% 80
2024
Q3 		$352K Buy
+1,103
New +$361K 0.29% 76

Other funds holding AMGN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Shum Financial Group's AMGN Position: Q2 2026 in Review

Shum Financial Group reduced its Amgen (AMGN) stake by 2.8% in Q2 2026, selling an estimated $9.24K and leaving 930 shares worth $337K. The position accounts for 0.2% of the portfolio, ranked #87.

Shum Financial Group first reported a position in AMGN in Q3 2024 and has held it in 7 quarters since. The position peaked at $352K in Q3 2024. 1,943 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Shum Financial Group held 930 shares of Amgen worth $337K as of Q2 2026.
  • Shum Financial Group sold 27 Amgen shares in Q2 2026, an estimated $9.24K.
  • Amgen made up 0.2% of Shum Financial Group's portfolio in Q2 2026, its #87 holding.
  • Shum Financial Group first reported a position in Amgen in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Amgen position peaked at $352K in Q3 2024.
  • 1,943 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.