Summit Place Financial Advisors’s Amgen AMGN Stock Holding History

Summit Place Financial 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	$231K	Sell	638 -93	-13%	-$31.8K	0.1%	101
2026 Q1	$257K	Buy	731 +93	+15%	+$33.2K	0.12%	96
2025 Q4	$209K	Buy	+638	New	+$202K	0.1%	97
2025 Q3	–	Sell	-813	Closed	-$227K	–	102
2025 Q2	$227K	Hold	813	–	–	0.11%	84
2025 Q1	$253K	Hold	813	–	–	0.14%	86
2024 Q4	$212K	Sell	813 -6	-0.7%	-$1.78K	0.12%	86
2024 Q3	$264K	Hold	819	–	–	0.15%	83
2024 Q2	$256K	Hold	819	–	–	0.15%	84
2024 Q1	$233K	Sell	819 -89	-10%	-$26K	0.14%	89
2023 Q4	$262K	Sell	908 -535	-37%	-$146K	0.17%	81
2023 Q3	$388K	Sell	1,443 -30	-2%	-$7.49K	0.28%	71
2023 Q2	$327K	Sell	1,473 -49	-3%	-$11.4K	0.21%	78
2023 Q1	$368K	Hold	1,522	–	–	0.26%	74
2022 Q4	$400K	Buy	1,522 +489	+47%	+$131K	0.33%	68
2022 Q3	$233K	Hold	1,033	–	–	0.22%	83
2022 Q2	$251K	Hold	1,033	–	–	0.21%	92
2022 Q1	$250K	Hold	1,033	–	–	0.17%	102
2021 Q4	$232K	Hold	1,033	–	–	0.16%	98
2021 Q3	$220K	Sell	1,033 -66	-6%	-$15.2K	0.16%	100
2021 Q2	$268K	Buy	1,099 +176	+19%	+$43.3K	0.2%	95
2021 Q1	$230K	Hold	923	–	–	0.19%	98
2020 Q4	$212K	Sell	923 -150	-14%	-$34.6K	0.18%	82
2020 Q3	$273K	Buy	+1,073	New	+$266K	0.27%	76

Other funds holding AMGN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Summit Place Financial Advisors reduced its Amgen (AMGN) stake by 13% in Q2 2026, selling an estimated $31.8K and leaving 638 shares worth $231K. The position accounts for 0.1% of the portfolio, ranked #101.

Summit Place Financial Advisors first reported a position in AMGN in Q3 2020 and has held it in 23 quarters since. The position peaked at $400K in Q4 2022. 1,447 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Summit Place Financial Advisors held 638 shares of Amgen worth $231K as of Q2 2026.
Summit Place Financial Advisors sold 93 Amgen shares in Q2 2026, an estimated $31.8K.
Amgen made up 0.1% of Summit Place Financial Advisors's portfolio in Q2 2026, its #101 holding.
Summit Place Financial Advisors first reported a position in Amgen in Q3 2020 and has held it in 23 quarters since.
Summit Place Financial Advisors's Amgen position peaked at $400K in Q4 2022.
1,447 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.