SGI
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Summit Global Investments’s Amgen AMGN Stock Holding History

Summit Global Investments’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 		$1.15M Buy
3,182
+277
+10% +$94.8K 0.06% 172
2026
Q1 		$1.02M Sell
2,905
-553
-16% -$197K 0.06% 190
2025
Q4 		$1.13M Sell
3,458
-1,369
-28% -$434K 0.07% 175
2025
Q3 		$1.36M Sell
4,827
-199
-4% -$57.7K 0.08% 130
2025
Q2 		$1.4M Buy
5,026
+147
+3% +$41.6K 0.08% 142
2025
Q1 		$1.52M Sell
4,879
-9,278
-66% -$2.74M 0.11% 110
2024
Q4 		$3.69M Buy
+14,157
New +$4.2M 0.23% 89
2023
Q1 		– Sell
-2,307
Closed -$606K – 500
2022
Q4 		$606K Buy
2,307
+134
+6% +$35.9K 0.05% 285
2022
Q3 		$490K Sell
2,173
-14,731
-87% -$3.57M 0.05% 314
2022
Q2 		$4.11M Buy
16,904
+8,839
+110% +$2.17M 0.36% 74
2022
Q1 		$1.95M Buy
+8,065
New +$1.85M 0.14% 152

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 Global Investments's AMGN Position: Q2 2026 in Review

Summit Global Investments increased its Amgen (AMGN) stake by 9.5% in Q2 2026, buying an estimated $94.8K and bringing the position to 3,182 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #172.

Summit Global Investments first reported a position in AMGN in Q1 2022 and has held it in 11 quarters since. The position peaked at $4.11M in Q2 2022. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Summit Global Investments held 3,182 shares of Amgen worth $1.15M as of Q2 2026.
  • Summit Global Investments bought 277 Amgen shares in Q2 2026, an estimated $94.8K.
  • Amgen made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #172 holding.
  • Summit Global Investments first reported a position in Amgen in Q1 2022 and has held it in 11 quarters since.
  • Summit Global Investments's Amgen position peaked at $4.11M in Q2 2022.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.