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 Q2	$558K	Buy	1,338 +629	+89%	+$215K	0.26%	91
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sun Financial's AMGN Position: Q2 2026 in Review

Sun Financial increased its Amgen (AMGN) stake by 89% in Q2 2026, buying an estimated $215K and bringing the position to 1,338 shares worth $558K. The position accounts for 0.26% of the portfolio, ranked #91.

Sun Financial first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. 3,163 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Sun Financial held 1,338 shares of Amgen worth $558K as of Q2 2026.
Sun Financial bought 629 Amgen shares in Q2 2026, an estimated $215K.
Amgen made up 0.26% of Sun Financial's portfolio in Q2 2026, its #91 holding.
Sun Financial first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
3,163 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.