Sun Financial’s Amgen AMGN Stock Holding History

Sun Financial’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	$238K	Sell	709 -14	-2%	-$4.99K	0.12%	152
2025 Q4	$237K	Buy	+723	New	+$229K	0.13%	148

Other funds holding AMGN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sun Financial's AMGN Position: Q1 2026 in Review

Sun Financial reduced its Amgen (AMGN) stake by 1.9% in Q1 2026, selling an estimated $4.99K and leaving 709 shares worth $238K. The position accounts for 0.12% of the portfolio, ranked #152.

Sun Financial first reported a position in AMGN in Q4 2025 and has held it in 2 quarters since. 3,138 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

Sun Financial held 709 shares of Amgen worth $238K as of Q1 2026.
Sun Financial sold 14 Amgen shares in Q1 2026, an estimated $4.99K.
Amgen made up 0.12% of Sun Financial's portfolio in Q1 2026, its #152 holding.
Sun Financial first reported a position in Amgen in Q4 2025 and has held it in 2 quarters since.
3,138 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.