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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Stone Summit Wealth's AMGN Position: Q1 2026 in Review

Stone Summit Wealth increased its Amgen (AMGN) stake by 3% in Q1 2026, buying an estimated $24.2K and bringing the position to 2,299 shares worth $809K. The position accounts for 0.23% of the portfolio, ranked #72.

Stone Summit Wealth first reported a position in AMGN in Q1 2022 and has held it in 17 quarters since. 3,127 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Stone Summit Wealth held 2,299 shares of Amgen worth $809K as of Q1 2026.
  • Stone Summit Wealth bought 68 Amgen shares in Q1 2026, an estimated $24.2K.
  • Amgen made up 0.23% of Stone Summit Wealth's portfolio in Q1 2026, its #72 holding.
  • Stone Summit Wealth first reported a position in Amgen in Q1 2022 and has held it in 17 quarters since.
  • 3,127 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.