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
2022
Q4
Sell
-14,000
Closed -$3.16M 1141
2022
Q3
$3.16M Buy
+14,000
New +$3.39M 0.24% 69
2022
Q2
Sell
-200
Closed -$48K 936
2022
Q1
$48K Sell
200
-5,800
-97% -$1.33M 0.01% 613
2021
Q4
$1.35M Buy
+6,000
New +$1.27M 0.06% 208
2021
Q1
Sell
-20
Closed -$460K 561
2020
Q4
$460K Sell
20
-10
-33% -$2.31K 0.04% 365
2020
Q3
$762K Buy
+30
New +$7.43K 0.08% 187
2019
Q4
Sell
-50
Closed -$968K 427
2019
Q3
$968K Buy
+50
New +$9.6K 0.09% 136
2019
Q1
Sell
-35
Closed -$681K 196
2018
Q4
$681K Buy
+35
New +$6.83K 0.06% 175
2018
Q2
Sell
-176
Closed -$3M 215
2018
Q1
$3M Buy
+176
New +$32.3K 0.73% 28
2017
Q1
Sell
-55
Closed -$804K 293
2016
Q4
$804K Buy
55
+43
+358% +$6.47K 0.17% 114
2016
Q3
$200K Buy
+12
New +$2.03K 0.07% 139
2015
Q1
Sell
-57
Closed -$55K 384
2014
Q4
$55K Buy
57
+4
+8% +$623 0.02% 316
2014
Q3
$1K Buy
+53
New +$6.92K ﹤0.01% 629
2014
Q1
Sell
-157
Closed -$1K 403
2013
Q4
$1K Buy
157
+70
+80% +$7.96K ﹤0.01% 450
2013
Q3
$1K Buy
87
+51
+142% +$5.53K ﹤0.01% 359
2013
Q2
$1K Buy
+36
New +$3.74K ﹤0.01% 524

Other funds holding AMGN

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.