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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 Sell
1,179
-3,778
-76% -$1.2M 0.05% 180
2025
Q3 		$1.33M Buy
4,957
+3,974
+404% +$1.15M 0.14% 126
2025
Q2 		$274K Buy
+983
New +$278K 0.07% 192

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 5 quarters since. The position peaked at $1.33M in Q3 2025. 3,160 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 5 quarters since.
  • Summit Wealth Group (Colorado)'s Amgen position peaked at $1.33M in Q3 2025.
  • 3,160 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.