Summit Securities Group’s Amgen AMGN Stock Holding History

Summit Securities Group’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
2021 Q4	–	Sell	-30	Closed	-$638K	–	790
2021 Q3	$638K	Buy	+30	New	+$6.91K	0.05%	353
2021 Q2	–	Sell	-24	Closed	-$597K	–	695
2021 Q1	$597K	Buy	+24	New	+$5.73K	0.07%	284
2020 Q4	–	Sell	-30	Closed	-$762K	–	550
2020 Q3	$762K	Buy	+30	New	+$7.43K	0.08%	186
2019 Q3	–	Sell	-94	Closed	-$1.73M	–	329
2019 Q2	$1.73M	Buy	94 +73	+348%	+$13.1K	0.2%	92
2019 Q1	$399K	Buy	21 +1	+5%	+$191	0.07%	138
2018 Q4	$389K	Buy	+20	New	+$3.9K	0.03%	222
2018 Q3	–	Sell	-22	Closed	-$406K	–	192
2018 Q2	$406K	Buy	+22	New	+$3.89K	0.06%	142
2017 Q4	–	Sell	-60	Closed	-$1.12M	–	170
2017 Q3	$1.12M	Buy	+60	New	+$10.6K	0.19%	56
2017 Q2	–	Sell	-23	Closed	-$377K	–	235
2017 Q1	$377K	Buy	+23	New	+$3.82K	0.11%	197
2016 Q4	–	Sell	-45	Closed	-$751K	–	268
2016 Q3	$751K	Buy	+45	New	+$7.61K	0.25%	51

Other funds holding AMGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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. 3,128 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.
3,128 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.