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Summit Wealth Group (Colorado)’s Amgen AMGN Stock Holding History

Summit Wealth Group (Colorado)’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
2026
Q2 		$771K Buy
2,129
+94
+5% +$32.2K 0.06% 159
2026
Q1 		$716K Buy
2,035
+856
+73% +$305K 0.08% 138
2025
Q4 		$386K Buy
+1,179
New +$374K 0.05% 180
2025
Q3 		– Sell
-983
Closed -$274K – 273
2025
Q2 		$274K Buy
+983
New +$278K 0.07% 192

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Summit Wealth Group (Colorado)'s AMGN Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Amgen (AMGN) stake by 4.6% in Q2 2026, buying an estimated $32.2K and bringing the position to 2,129 shares worth $771K. The position accounts for 0.06% of the portfolio, ranked #159.

Summit Wealth Group (Colorado) first reported a position in AMGN in Q2 2025 and has held it in 4 quarters since. 1,372 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,129 shares of Amgen worth $771K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 94 Amgen shares in Q2 2026, an estimated $32.2K.
  • Amgen made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #159 holding.
  • Summit Wealth Group (Colorado) first reported a position in Amgen in Q2 2025 and has held it in 4 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.