Spectrum Planning & Advisory Services’s Amgen AMGN Stock Holding History

Spectrum Planning & Advisory Services’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	$202K	Sell	558 -358	-39%	-$123K	0.09%	114
2026 Q1	$322K	Sell	916 -75	-8%	-$26.7K	0.16%	82
2025 Q4	$324K	Buy	991 +6	+0.6%	+$1.9K	0.17%	88
2025 Q3	$278K	Buy	985 +66	+7%	+$19.1K	0.16%	88
2025 Q2	$257K	Buy	+919	New	+$260K	0.17%	87

Other funds holding AMGN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Spectrum Planning & Advisory Services's AMGN Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Amgen (AMGN) stake by 39% in Q2 2026, selling an estimated $123K and leaving 558 shares worth $202K. The position accounts for 0.09% of the portfolio, ranked #114.

Spectrum Planning & Advisory Services first reported a position in AMGN in Q2 2025 and has held it in 5 quarters since. The position peaked at $324K in Q4 2025. 1,447 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Spectrum Planning & Advisory Services held 558 shares of Amgen worth $202K as of Q2 2026.
Spectrum Planning & Advisory Services sold 358 Amgen shares in Q2 2026, an estimated $123K.
Amgen made up 0.09% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #114 holding.
Spectrum Planning & Advisory Services first reported a position in Amgen in Q2 2025 and has held it in 5 quarters since.
Spectrum Planning & Advisory Services's Amgen position peaked at $324K in Q4 2025.
1,447 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.