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SS&H Financial Advisors’s Amgen AMGN Stock Holding History

SS&H 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 		$6.88M Buy
+19,003
New +$6.5M 1.76% 16
2025
Q4 		$5.89M Buy
18,003
+2,700
+18% +$856K 1.72% 14
2025
Q3 		$4.32M Buy
15,303
+3,375
+28% +$979K 1.31% 19
2025
Q2 		$3.33M Sell
11,928
-1,150
-9% -$326K 1.11% 22
2025
Q1 		$4.07M Buy
13,078
+250
+2% +$73.8K 1.52% 15
2024
Q4 		$3.34M Buy
12,828
+998
+8% +$296K 1.22% 18
2024
Q3 		$3.81M Hold
11,830
– – 1.39% 16
2024
Q2 		$3.7M Buy
11,830
+1,350
+13% +$397K 1.44% 16
2024
Q1 		$2.98M Buy
10,480
+1,640
+19% +$480K 1.24% 20
2023
Q4 		$2.55M Buy
8,840
+1,850
+26% +$504K 1.08% 26
2023
Q3 		$1.88M Buy
+6,990
New +$1.74M 0.88% 34
2023
Q1 		$986K Hold
4,079
– – 0.45% 57
2022
Q4 		$1.07M Hold
4,079
– – 0.51% 57
2022
Q3 		$919K Hold
4,079
– – 0.47% 62
2022
Q2 		$992K Sell
4,079
-8
-0.2% -$1.96K 0.46% 62
2022
Q1 		$988K Buy
+4,087
New +$939K 0.39% 67

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

SS&H Financial Advisors's AMGN Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Amgen (AMGN) in Q2 2026: 19,003 shares worth $6.88M. The stake represents 1.76% of the portfolio and ranks #16 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in AMGN as recently as Q4 2025.

SS&H Financial Advisors first reported a position in AMGN in Q1 2022 and has held it in 16 quarters since. 3,145 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • SS&H Financial Advisors held 19,003 shares of Amgen worth $6.88M as of Q2 2026.
  • Amgen was a new SS&H Financial Advisors position in Q2 2026.
  • Amgen made up 1.76% of SS&H Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • SS&H Financial Advisors first reported a position in Amgen in Q1 2022 and has held it in 16 quarters since.
  • 3,145 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.