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Summit Wealth Partners’s Amgen AMGN Stock Holding History

Summit Wealth Partners’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
Q1 		$483K Buy
1,372
+446
+48% +$159K 0.08% 167
2025
Q4 		$303K Sell
926
-2
-0.2% -$634 0.06% 166
2025
Q3 		$262K Sell
928
-101
-10% -$29.3K 0.05% 187
2025
Q2 		$287K Sell
1,029
-29
-3% -$8.22K 0.05% 179
2025
Q1 		$330K Buy
1,058
+148
+16% +$43.7K 0.07% 165
2024
Q4 		$237K Hold
910
– – 0.05% 183
2024
Q3 		$293K Buy
910
+29
+3% +$9.49K 0.06% 196
2024
Q2 		$275K Hold
881
– – 0.06% 190
2024
Q1 		$250K Hold
881
– – 0.05% 199
2023
Q4 		$254K Hold
881
– – 0.06% 184
2023
Q3 		$237K Buy
+881
New +$220K 0.06% 164
2023
Q2 		– Sell
-881
Closed -$213K – 183
2023
Q1 		$213K Hold
881
– – 0.05% 176
2022
Q4 		$231K Buy
+881
New +$236K 0.06% 160
2022
Q3 		– Sell
-922
Closed -$224K – 158
2022
Q2 		$224K Hold
922
– – 0.06% 148
2022
Q1 		$223K Hold
922
– – 0.05% 154
2021
Q4 		$207K Buy
+922
New +$195K 0.04% 155
2021
Q3 		– Sell
-922
Closed -$225K – 150
2021
Q2 		$225K Sell
922
-4
-0.4% -$984 0.05% 147
2021
Q1 		$230K Buy
926
+4
+0.4% +$954 0.06% 138
2020
Q4 		$212K Hold
922
– – 0.06% 137
2020
Q3 		$234K Hold
922
– – 0.07% 135
2020
Q2 		$217K Buy
+922
New +$210K 0.07% 137

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Summit Wealth Partners's AMGN Position: Q1 2026 in Review

Summit Wealth Partners increased its Amgen (AMGN) stake by 48% in Q1 2026, buying an estimated $159K and bringing the position to 1,372 shares worth $483K. The position accounts for 0.08% of the portfolio, ranked #167.

Summit Wealth Partners first reported a position in AMGN in Q2 2020 and has held it in 21 quarters since. 3,131 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Summit Wealth Partners held 1,372 shares of Amgen worth $483K as of Q1 2026.
  • Summit Wealth Partners bought 446 Amgen shares in Q1 2026, an estimated $159K.
  • Amgen made up 0.08% of Summit Wealth Partners's portfolio in Q1 2026, its #167 holding.
  • Summit Wealth Partners first reported a position in Amgen in Q2 2020 and has held it in 21 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.