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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Securities Group's AMGN Position: Q2 2026 in Review

Summit Securities Group sold out of Amgen (AMGN) in Q2 2026, closing a stake of 264 shares — an estimated $92.9K sold.

Summit Securities Group first reported a position in AMGN in Q2 2013 and held it in 39 quarters. The position peaked at $3.71M in Q3 2022. 3,150 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Summit Securities Group reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 264 Amgen shares in Q2 2026, an estimated $92.9K.
Summit Securities Group first reported a position in Amgen in Q2 2013 and held it in 39 quarters.
Summit Securities Group's Amgen position peaked at $3.71M in Q3 2022.
3,150 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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