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SYM Financial Corp’s Amgen AMGN Stock Holding History

SYM Financial Corp’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 		$318K Buy
879
+136
+18% +$46.6K 0.03% 242
2026
Q1 		$261K Buy
743
+43
+6% +$15.3K 0.03% 247
2025
Q4 		$229K Sell
700
-455
-39% -$144K 0.02% 285
2025
Q3 		$326K Sell
1,155
-1,574
-58% -$456K 0.03% 202
2025
Q2 		$762K Buy
2,729
+636
+30% +$180K 0.09% 78
2025
Q1 		$652K Buy
+2,093
New +$618K 0.08% 79

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

SYM Financial Corp's AMGN Position: Q2 2026 in Review

SYM Financial Corp increased its Amgen (AMGN) stake by 18% in Q2 2026, buying an estimated $46.6K and bringing the position to 879 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #242.

SYM Financial Corp first reported a position in AMGN in Q1 2025 and has held it in 6 quarters since. The position peaked at $762K in Q2 2025. 3,157 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • SYM Financial Corp held 879 shares of Amgen worth $318K as of Q2 2026.
  • SYM Financial Corp bought 136 Amgen shares in Q2 2026, an estimated $46.6K.
  • Amgen made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #242 holding.
  • SYM Financial Corp first reported a position in Amgen in Q1 2025 and has held it in 6 quarters since.
  • SYM Financial Corp's Amgen position peaked at $762K in Q2 2025.
  • 3,157 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.