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Summit Financial’s Amgen AMGN Stock Holding History

Summit Financial’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 		$7.04M Sell
19,430
-1,301
-6% -$445K 0.08% 263
2026
Q1 		$7.29M Buy
20,731
+5,313
+34% +$1.89M 0.09% 223
2025
Q4 		$5.05M Buy
15,418
+1,796
+13% +$570K 0.07% 263
2025
Q3 		$3.84M Sell
13,622
-207
-1% -$60K 0.06% 315
2025
Q2 		$3.86M Buy
13,829
+2,771
+25% +$785K 0.09% 195
2025
Q1 		$3.45M Buy
11,058
+492
+5% +$145K 0.1% 180
2024
Q4 		$2.75M Buy
10,566
+2,018
+24% +$599K 0.1% 170
2024
Q3 		$2.75M Buy
8,548
+2,411
+39% +$789K 0.11% 148
2024
Q2 		$1.92M Buy
6,137
+3,159
+106% +$928K 0.09% 161
2024
Q1 		$847K Buy
2,978
+5
+0.2% +$1.46K 0.05% 207
2023
Q4 		$856K Buy
2,973
+20
+0.7% +$5.45K 0.06% 188
2023
Q3 		$794K Sell
2,953
-3,384
-53% -$845K 0.06% 186
2023
Q2 		$1.41M Buy
6,337
+955
+18% +$222K 0.1% 114
2023
Q1 		$1.3M Buy
5,382
+246
+5% +$60.4K 0.11% 92
2022
Q4 		$1.35M Buy
5,136
+172
+3% +$46.1K 0.13% 84
2022
Q3 		$1.12M Buy
4,964
+1,122
+29% +$272K 0.11% 93
2022
Q2 		$935K Buy
3,842
+235
+7% +$57.6K 0.09% 103
2022
Q1 		$872K Buy
3,607
+453
+14% +$104K 0.07% 130
2021
Q4 		$710K Buy
3,154
+918
+41% +$194K 0.05% 141
2021
Q3 		$475K Buy
2,236
+1,086
+94% +$250K 0.04% 146
2021
Q2 		$280K Buy
+1,150
New +$283K 0.03% 139

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

Summit Financial's AMGN Position: Q2 2026 in Review

Summit Financial reduced its Amgen (AMGN) stake by 6.3% in Q2 2026, selling an estimated $445K and leaving 19,430 shares worth $7.04M. The position accounts for 0.08% of the portfolio, ranked #263.

Summit Financial first reported a position in AMGN in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.29M in Q1 2026. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Summit Financial held 19,430 shares of Amgen worth $7.04M as of Q2 2026.
  • Summit Financial sold 1,301 Amgen shares in Q2 2026, an estimated $445K.
  • Amgen made up 0.08% of Summit Financial's portfolio in Q2 2026, its #263 holding.
  • Summit Financial first reported a position in Amgen in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's Amgen position peaked at $7.29M in Q1 2026.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.