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Souders Financial Advisors’s Amgen AMGN Stock Holding History

Souders Financial Advisors’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 		$1.85M Sell
5,104
-339
-6% -$116K 0.19% 64
2026
Q1 		$1.92M Buy
5,443
+115
+2% +$41K 0.22% 64
2025
Q4 		$1.74M Buy
5,328
+88
+2% +$27.9K 0.2% 63
2025
Q3 		$1.48M Sell
5,240
-403
-7% -$117K 0.18% 70
2025
Q2 		$1.58M Sell
5,643
-520
-8% -$147K 0.2% 62
2025
Q1 		$1.92M Sell
6,163
-4,633
-43% -$1.37M 0.27% 57
2024
Q4 		$2.81M Sell
10,796
-4,378
-29% -$1.3M 0.39% 59
2024
Q3 		$4.89M Buy
15,174
+1,090
+8% +$357K 0.68% 38
2024
Q2 		$4.4M Buy
14,084
+11,376
+420% +$3.34M 0.66% 40
2024
Q1 		$770K Buy
+2,708
New +$792K 0.12% 109
2023
Q1 		– Sell
-2,925
Closed -$768K – 148
2022
Q4 		$768K Buy
+2,925
New +$784K 0.18% 91
2021
Q2 		– Sell
-1,828
Closed -$455K – 133
2021
Q1 		$455K Buy
1,828
+311
+21% +$74.2K 0.18% 90
2020
Q4 		$349K Buy
1,517
+35
+2% +$8.07K 0.15% 93
2020
Q3 		$358K Buy
+1,482
New +$367K 0.17% 87

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Souders Financial Advisors's AMGN Position: Q2 2026 in Review

Souders Financial Advisors reduced its Amgen (AMGN) stake by 6.2% in Q2 2026, selling an estimated $116K and leaving 5,104 shares worth $1.85M. The position accounts for 0.19% of the portfolio, ranked #64.

Souders Financial Advisors first reported a position in AMGN in Q3 2020 and has held it in 14 quarters since. The position peaked at $4.89M in Q3 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Souders Financial Advisors held 5,104 shares of Amgen worth $1.85M as of Q2 2026.
  • Souders Financial Advisors sold 339 Amgen shares in Q2 2026, an estimated $116K.
  • Amgen made up 0.19% of Souders Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Souders Financial Advisors first reported a position in Amgen in Q3 2020 and has held it in 14 quarters since.
  • Souders Financial Advisors's Amgen position peaked at $4.89M in Q3 2024.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.