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Summitry LLC’s Amgen AMGN Stock Holding History

Summitry LLC’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 		$27.2M Buy
75,057
+1,325
+2% +$454K 0.89% 41
2026
Q1 		$25.9M Buy
73,732
+72,864
+8,394% +$26M 0.92% 41
2025
Q4 		$284K Buy
868
+121
+16% +$38.4K 0.01% 190
2025
Q3 		$211K Buy
+747
New +$217K 0.01% 209
2021
Q2 		– Sell
-1,060
Closed -$264K – 58
2021
Q1 		$264K Hold
1,060
– – 0.02% 84
2020
Q4 		$244K Hold
1,060
– – 0.02% 82
2020
Q3 		$269K Buy
1,060
+210
+25% +$52K 0.02% 79
2020
Q2 		$200K Buy
+850
New +$194K 0.02% 80

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Summitry LLC's AMGN Position: Q2 2026 in Review

Summitry LLC increased its Amgen (AMGN) stake by 1.8% in Q2 2026, buying an estimated $454K and bringing the position to 75,057 shares worth $27.2M. The position accounts for 0.89% of the portfolio, ranked #41.

Summitry LLC first reported a position in AMGN in Q2 2020 and has held it in 8 quarters since. 1,221 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Summitry LLC held 75,057 shares of Amgen worth $27.2M as of Q2 2026.
  • Summitry LLC bought 1,325 Amgen shares in Q2 2026, an estimated $454K.
  • Amgen made up 0.89% of Summitry LLC's portfolio in Q2 2026, its #41 holding.
  • Summitry LLC first reported a position in Amgen in Q2 2020 and has held it in 8 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.