SFS
AMGN icon

Summit Financial Strategies’s Amgen AMGN Stock Holding History

Summit Financial Strategies’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 		$562K Hold
1,551
– – 0.04% 94
2026
Q1 		$546K Hold
1,551
– – 0.04% 93
2025
Q4 		$508K Buy
1,551
+71
+5% +$22.5K 0.04% 89
2025
Q3 		$418K Hold
1,480
– – 0.04% 104
2025
Q2 		$413K Hold
1,480
– – 0.04% 98
2025
Q1 		$461K Buy
1,480
+80
+6% +$23.6K 0.05% 89
2024
Q4 		$365K Hold
1,400
– – 0.04% 100
2024
Q3 		$451K Hold
1,400
– – 0.05% 90
2024
Q2 		$437K Hold
1,400
– – 0.05% 87
2024
Q1 		$398K Hold
1,400
– – 0.06% 93
2023
Q4 		$403K Hold
1,400
– – 0.06% 88
2023
Q3 		$376K Sell
1,400
-115
-8% -$28.7K 0.07% 86
2023
Q2 		$336K Buy
1,515
+115
+8% +$26.7K 0.06% 91
2023
Q1 		$338K Hold
1,400
– – 0.07% 87
2022
Q4 		$368K Hold
1,400
– – 0.08% 80
2022
Q3 		$316K Hold
1,400
– – 0.08% 86
2022
Q2 		$341K Hold
1,400
– – 0.08% 77
2022
Q1 		$339K Hold
1,400
– – 0.07% 80
2021
Q4 		$315K Hold
1,400
– – 0.06% 89
2021
Q3 		$298K Hold
1,400
– – 0.06% 91
2021
Q2 		$341K Hold
1,400
– – 0.07% 82
2021
Q1 		$348K Sell
1,400
-35
-2% -$8.35K 0.12% 48
2020
Q4 		$330K Buy
1,435
+35
+3% +$8.07K 0.11% 59
2020
Q3 		$356K Hold
1,400
– – 0.15% 47
2020
Q2 		$330K Hold
1,400
– – 0.15% 49
2020
Q1 		$284K Sell
1,400
-30
-2% -$6.55K 0.15% 43
2019
Q4 		$345K Buy
+1,430
New +$315K 0.17% 41

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Financial Strategies's AMGN Position: Q2 2026 in Review

Summit Financial Strategies held its Amgen (AMGN) position steady in Q2 2026 at 1,551 shares worth $562K. The position accounts for 0.04% of the portfolio, ranked #94.

Summit Financial Strategies first reported a position in AMGN in Q4 2019 and has held it in 27 quarters since. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Summit Financial Strategies held 1,551 shares of Amgen worth $562K as of Q2 2026.
  • Summit Financial Strategies left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.04% of Summit Financial Strategies's portfolio in Q2 2026, its #94 holding.
  • Summit Financial Strategies first reported a position in Amgen in Q4 2019 and has held it in 27 quarters since.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.