Summit Securities Group
AMGN icon

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
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Summit Securities Group's AMGN Position: Q3 2026 in Review

Summit Securities Group opened a new position in Amgen (AMGN) in Q3 2026: 675 shares worth $285K. The stake represents 0.03% of the portfolio and ranks #280 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in AMGN as recently as Q1 2026.

Summit Securities Group first reported a position in AMGN in Q2 2013 and has held it in 40 quarters since. The position peaked at $3.71M in Q3 2022. 2,911 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Summit Securities Group held 675 shares of Amgen worth $285K as of Q3 2026.
  • Amgen was a new Summit Securities Group position in Q3 2026.
  • Amgen made up 0.03% of Summit Securities Group's portfolio in Q3 2026, its #280 holding.
  • Summit Securities Group first reported a position in Amgen in Q2 2013 and has held it in 40 quarters since.
  • Summit Securities Group's Amgen position peaked at $3.71M in Q3 2022.
  • 2,911 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.