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Summit Financial Wealth Advisors’s Amgen AMGN Stock Holding History

Summit Financial Wealth 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 		$849K Buy
2,344
+65
+3% +$22.3K 0.11% 89
2026
Q1 		$802K Buy
2,279
+16
+0.7% +$5.7K 0.11% 86
2025
Q4 		$741K Hold
2,263
– – 0.11% 86
2025
Q3 		$676K Sell
2,263
-2
-0.1% -$580 0.1% 86
2025
Q2 		$632K Buy
2,265
+35
+2% +$9.91K 0.11% 84
2025
Q1 		$695K Hold
2,230
– – 0.14% 78
2024
Q4 		$644K Hold
2,230
– – 0.13% 81
2024
Q3 		$719K Sell
2,230
-16
-0.7% -$5.23K 0.13% 77
2024
Q2 		$702K Buy
2,246
+16
+0.7% +$4.7K 0.14% 71
2024
Q1 		$634K Buy
+2,230
New +$653K 0.13% 73
2020
Q4 		– Sell
-2,304
Closed -$507K – 102
2020
Q3 		$507K Hold
2,304
– – 0.14% 70
2020
Q2 		$580K Hold
2,304
– – 0.15% 65
2020
Q1 		$487K Sell
2,304
-38
-2% -$8.3K 0.15% 72
2019
Q4 		$522K Hold
2,342
– – 0.13% 89
2019
Q3 		$470K Hold
2,342
– – 0.12% 98
2019
Q2 		$432K Hold
2,342
– – 0.11% 105
2019
Q1 		$452K Hold
2,342
– – 0.12% 90
2018
Q4 		$456K Buy
2,342
+200
+9% +$39K 0.15% 84
2018
Q3 		$418K Buy
+2,142
New +$422K 0.12% 89
2017
Q1 		– Sell
-1,845
Closed -$270K – 141
2016
Q4 		$270K Hold
1,845
– – 0.12% 115
2016
Q3 		$308K Sell
1,845
-489
-21% -$82.7K 0.13% 110
2016
Q2 		$355K Buy
+2,334
New +$363K 0.15% 104
2015
Q4 		– Sell
-100
Closed -$13K – 126
2015
Q3 		$13K Hold
100
– – 0.01% 175
2015
Q2 		$15K Hold
100
– – 0.01% 210
2015
Q1 		$16K Hold
100
– – 0.01% 178
2014
Q4 		$16K Buy
+100
New +$15.6K 0.01% 177

Other funds holding AMGN

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
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Summit Financial Wealth Advisors's AMGN Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Amgen (AMGN) stake by 2.9% in Q2 2026, buying an estimated $22.3K and bringing the position to 2,344 shares worth $849K. The position accounts for 0.11% of the portfolio, ranked #89.

Summit Financial Wealth Advisors first reported a position in AMGN in Q4 2014 and has held it in 26 quarters since. 1,372 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Summit Financial Wealth Advisors held 2,344 shares of Amgen worth $849K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 65 Amgen shares in Q2 2026, an estimated $22.3K.
  • Amgen made up 0.11% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Summit Financial Wealth Advisors first reported a position in Amgen in Q4 2014 and has held it in 26 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.