Summit Securities Group’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $92.9K | Sell |
264
-1,536
| -85% | -$548K | 0.01% | 297 |
|
|
2025
Q4 | $589K | Sell |
1,800
-1,400
| -44% | -$444K | 0.08% | 181 |
|
|
2025
Q3 | $903K | Buy |
+3,200
| New | +$928K | 0.19% | 113 |
|
|
2024
Q3 | – | Sell |
-71
| Closed | -$22K | – | 554 |
|
|
2024
Q2 | $22K | Buy |
+71
| New | +$20.9K | ﹤0.01% | 374 |
|
|
2024
Q1 | – | Sell |
-1,643
| Closed | -$473K | – | 442 |
|
|
2023
Q4 | $473K | Buy |
1,643
+1,583
| +2,638% | +$431K | 0.04% | 194 |
|
|
2023
Q3 | $16K | Sell |
60
-410
| -87% | -$102K | ﹤0.01% | 380 |
|
|
2023
Q2 | $104K | Sell |
470
-230
| -33% | -$53.4K | 0.01% | 285 |
|
|
2023
Q1 | $169K | Sell |
700
-1,000
| -59% | -$245K | 0.01% | 231 |
|
|
2022
Q4 | $446K | Sell |
1,700
-14,741
| -90% | -$3.95M | 0.02% | 261 |
|
|
2022
Q3 | $3.71M | Buy |
16,441
+14,231
| +644% | +$3.45M | 0.28% | 60 |
|
|
2022
Q2 | $538K | Sell |
2,210
-6,022
| -73% | -$1.48M | 0.07% | 182 |
|
|
2022
Q1 | $1.99M | Sell |
8,232
-1,568
| -16% | -$360K | 0.22% | 89 |
|
|
2021
Q4 | $2.21M | Buy |
9,800
+4,106
| +72% | +$867K | 0.1% | 152 |
|
|
2021
Q3 | $1.21M | Buy |
5,694
+1,281
| +29% | +$295K | 0.09% | 226 |
|
|
2021
Q2 | $1.08M | Sell |
4,413
-2,086
| -32% | -$513K | 0.09% | 237 |
|
|
2021
Q1 | $1.62M | Sell |
6,499
-2,401
| -27% | -$573K | 0.18% | 125 |
|
|
2020
Q4 | $2.05M | Buy |
8,900
+1,100
| +14% | +$254K | 0.17% | 139 |
|
|
2020
Q3 | $1.98M | Buy |
7,800
+5,100
| +189% | +$1.26M | 0.21% | 97 |
|
|
2020
Q2 | $637K | Buy |
2,700
+100
| +4% | +$22.8K | 0.08% | 196 |
|
|
2020
Q1 | $527K | Sell |
2,600
-2,000
| -43% | -$437K | 0.09% | 162 |
|
|
2019
Q4 | $1.11M | Sell |
4,600
-3,700
| -45% | -$816K | 0.08% | 199 |
|
|
2019
Q3 | $1.61M | Buy |
8,300
+6,400
| +337% | +$1.23M | 0.14% | 103 |
|
|
2019
Q2 | $350K | Buy |
+1,900
| New | +$340K | 0.04% | 241 |
|
|
2018
Q4 | – | Sell |
-11,900
| Closed | -$2.32M | – | 300 |
|
|
2018
Q3 | $2.47M | Buy |
+11,900
| New | +$2.35M | 0.92% | 20 |
|
|
2018
Q2 | – | Sell |
-14,058
| Closed | -$2.49M | – | 214 |
|
|
2018
Q1 | $2.4M | Buy |
+14,058
| New | +$2.58M | 0.59% | 31 |
|
|
2017
Q4 | – | Sell |
-1,500
| Closed | -$280K | – | 171 |
|
|
2017
Q3 | $280K | Buy |
+1,500
| New | +$266K | 0.05% | 147 |
|
|
2017
Q2 | – | Sell |
-16,368
| Closed | -$2.69M | – | 236 |
|
|
2017
Q1 | $2.69M | Sell |
16,368
-282
| -2% | -$46.9K | 0.77% | 22 |
|
|
2016
Q4 | $2.43M | Buy |
+16,650
| New | +$2.51M | 0.53% | 41 |
|
|
2016
Q3 | – | Sell |
-13,402
| Closed | -$2.27M | – | 154 |
|
|
2016
Q2 | $2.04M | Buy |
+13,402
| New | +$2.08M | 1.09% | 16 |
|
|
2016
Q1 | – | Sell |
-5,400
| Closed | -$877K | – | 144 |
|
|
2015
Q4 | $877K | Buy |
5,400
+2,000
| +59% | +$314K | 0.28% | 60 |
|
|
2015
Q3 | $470K | Buy |
+3,400
| New | +$536K | 0.34% | 45 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$80K | – | 452 |
|
|
2015
Q1 | $80K | Sell |
500
-1,900
| -79% | -$299K | 0.06% | 139 |
|
|
2014
Q4 | $382K | Sell |
2,400
-3,600
| -60% | -$561K | 0.11% | 135 |
|
|
2014
Q3 | $843K | Buy |
6,000
+5,300
| +757% | +$692K | 0.24% | 76 |
|
|
2014
Q2 | $83K | Sell |
700
-400
| -36% | -$46.3K | 0.03% | 251 |
|
|
2014
Q1 | $136K | Sell |
1,100
-10,600
| -91% | -$1.29M | 0.08% | 121 |
|
|
2013
Q4 | $1.34M | Buy |
11,700
+3,500
| +43% | +$398K | 0.23% | 60 |
|
|
2013
Q3 | $918K | Buy |
8,200
+1,900
| +30% | +$206K | 0.31% | 44 |
|
|
2013
Q2 | $622K | Buy |
+6,300
| New | +$654K | 0.3% | 57 |
|
Other funds holding AMGN
VCM
VPM
Summit Securities Group's AMGN Position: Q1 2026 in Review
Summit Securities Group reduced its Amgen (AMGN) stake by 85% in Q1 2026, selling an estimated $548K and leaving 264 shares worth $92.9K. The position accounts for 0.01% of the portfolio, ranked #297.
Summit Securities Group first reported a position in AMGN in Q2 2013 and has held it in 39 quarters since. The position peaked at $3.71M in Q3 2022. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.
- Summit Securities Group held 264 shares of Amgen worth $92.9K as of Q1 2026.
- Summit Securities Group sold 1,536 Amgen shares in Q1 2026, an estimated $548K.
- Amgen made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #297 holding.
- Summit Securities Group first reported a position in Amgen in Q2 2013 and has held it in 39 quarters since.
- Summit Securities Group's Amgen position peaked at $3.71M in Q3 2022.
- 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.