Summit Wealth & Retirement Planning’s Amgen AMGN Stock Holding History

Summit Wealth & Retirement Planning’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	–	Sell	-656	Closed	-$231K	–	114
2026 Q1	$231K	Sell	656 -160	-20%	-$57K	0.06%	97
2025 Q4	$267K	Sell	816 -29	-3%	-$9.2K	0.06%	93
2025 Q3	$238K	Sell	845 -4	-0.5%	-$1.16K	0.06%	94
2025 Q2	$237K	Buy	849 +30	+4%	+$8.5K	0.06%	90
2025 Q1	$255K	Sell	819 -34	-4%	-$10K	0.08%	64
2024 Q4	$222K	Hold	853	–	–	0.07%	69
2024 Q3	$275K	Buy	853 +6	+0.7%	+$1.96K	0.09%	52
2024 Q2	$265K	Buy	847 +21	+3%	+$6.17K	0.09%	55
2024 Q1	$235K	Buy	826 +50	+6%	+$14.6K	0.08%	59
2023 Q4	$223K	Buy	776 +3	+0.4%	+$817	0.09%	52
2023 Q3	$208K	Buy	+773	New	+$193K	0.08%	56

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Wealth & Retirement Planning's AMGN Position: Q2 2026 in Review

Summit Wealth & Retirement Planning sold out of Amgen (AMGN) in Q2 2026, closing a stake of 656 shares — an estimated $231K sold.

Summit Wealth & Retirement Planning first reported a position in AMGN in Q3 2023 and held it in 11 quarters. The position peaked at $275K in Q3 2024. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Summit Wealth & Retirement Planning reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 656 Amgen shares in Q2 2026, an estimated $231K.
Summit Wealth & Retirement Planning first reported a position in Amgen in Q3 2023 and held it in 11 quarters.
Summit Wealth & Retirement Planning's Amgen position peaked at $275K in Q3 2024.
3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.