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Stone Summit Wealth’s Amgen AMGN Stock Holding History

Stone Summit Wealth’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
Q3 		$938K Sell
2,226
-49
-2% -$19.5K 0.25% 67
2026
Q2 		$824K Sell
2,275
-24
-1% -$8.22K 0.21% 77
2026
Q1 		$809K Buy
2,299
+68
+3% +$24.2K 0.23% 72
2025
Q4 		$730K Buy
2,231
+370
+20% +$117K 0.2% 76
2025
Q3 		$525K Buy
1,861
+26
+1% +$7.54K 0.15% 96
2025
Q2 		$512K Buy
1,835
+97
+6% +$27.5K 0.16% 100
2025
Q1 		$541K Sell
1,738
-9
-0.5% -$2.66K 0.18% 88
2024
Q4 		$455K Buy
1,747
+1
+0.1% +$297 0.15% 104
2024
Q3 		$563K Hold
1,746
– – 0.18% 93
2024
Q2 		$545K Buy
1,746
+1
+0.1% +$294 0.2% 88
2024
Q1 		$496K Sell
1,745
-2
-0.1% -$585 0.17% 97
2023
Q4 		$503K Sell
1,747
-104
-6% -$28.3K 0.19% 100
2023
Q3 		$498K Buy
1,851
+95
+5% +$23.7K 0.21% 96
2023
Q2 		$390K Buy
1,756
+200
+13% +$46.4K 0.16% 107
2023
Q1 		$376K Sell
1,556
-115
-7% -$28.2K 0.17% 101
2022
Q4 		$439K Sell
1,671
-85
-5% -$22.8K 0.22% 91
2022
Q3 		$396K Hold
1,756
– – 0.24% 86
2022
Q2 		$427K Buy
1,756
+52
+3% +$12.7K 0.25% 86
2022
Q1 		$414K Buy
+1,704
New +$392K 0.23% 95

Other funds holding AMGN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Stone Summit Wealth's AMGN Position: Q3 2026 in Review

Stone Summit Wealth reduced its Amgen (AMGN) stake by 2.2% in Q3 2026, selling an estimated $19.5K and leaving 2,226 shares worth $938K. The position accounts for 0.25% of the portfolio, ranked #67.

Stone Summit Wealth first reported a position in AMGN in Q1 2022 and has held it in 19 quarters since. 790 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Stone Summit Wealth held 2,226 shares of Amgen worth $938K as of Q3 2026.
  • Stone Summit Wealth sold 49 Amgen shares in Q3 2026, an estimated $19.5K.
  • Amgen made up 0.25% of Stone Summit Wealth's portfolio in Q3 2026, its #67 holding.
  • Stone Summit Wealth first reported a position in Amgen in Q1 2022 and has held it in 19 quarters since.
  • 790 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.