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Sunrise Financial Services’s Amgen AMGN Stock Holding History

Sunrise Financial Services’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 		$38.4K Sell
106
-34
-24% -$11.6K 0.02% 129
2026
Q1 		$49.3K Hold
140
– – 0.03% 115
2025
Q4 		$45.8K Buy
+140
New +$44.4K 0.03% 101

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sunrise Financial Services's AMGN Position: Q2 2026 in Review

Sunrise Financial Services reduced its Amgen (AMGN) stake by 24% in Q2 2026, selling an estimated $11.6K and leaving 106 shares worth $38.4K. The position accounts for 0.02% of the portfolio, ranked #129.

Sunrise Financial Services first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.3K in Q1 2026. 3,145 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Sunrise Financial Services held 106 shares of Amgen worth $38.4K as of Q2 2026.
  • Sunrise Financial Services sold 34 Amgen shares in Q2 2026, an estimated $11.6K.
  • Amgen made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #129 holding.
  • Sunrise Financial Services first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Amgen position peaked at $49.3K in Q1 2026.
  • 3,145 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

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